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Your time to
Plan Happy
Teesside pension advice and retirement planning
specialists, Joslin Rhodes, have seen increased
demand due to their distinctive approach.
C
alled Plan Happy, their unique
process focuses on lifestyle rather
than just numbers and financial
products.
Founder and CEO Neil Parker said: “My
vision has always been about redefining
retirement. Most clients come to us worried
they won’t have enough money to retire but
often they do but don’t realise it. They just
don’t know what ‘enough’ looks like.
“That’s why Plan Happy is so successful - it
essentially proves to people that everything’s
going to be okay.”
Planning for the retirement you want
rather than living in fear of running out
of money is key where Joslin Rhodes are
concerned.
It’s about using financial planning to
explore questions like:
• What do you want to do in retirement?
• What does enough money look like?
• Enough money for what?
One of their defining differences to other
financial advisers is the focus on what you’d
like to do in retirement:
• Are you happy pottering in the garden, or
would you rather be bungee jumping in
South Africa?
Essentially, it’s about working out what
your ‘enough’ is by deciding - enough for
what?
Everyone’s different here and you might ask:
• What if I retire five years early?
• What if I decide to go on that trip around the
world?
• What if I decide to change the kitchen?
All the ‘what ifs?’ that could affect your
retirement lifestyle are an important part of
considering if you have enough.
Similarly, everyone's financial assets are
different, whether these are property, pensions,
savings or investments. It’s the team’s job to
plan a route from these to your happiness.
One client said: “Met my financial planner
today and it was an absolute pleasure. Very
knowledgeable and made me feel comfortable. I
wish I’d come to you years ago.”
To start planning your happy, book your free consultation
on 01642 044919 or email [email protected]
Joslin Rhodes is authorised and regulated by the Financial Conduct Authority with the additional permissions to advise on defined benefit/final salary pension transfers.
Find out when
you can retire
Our unique PLAN HAPPY process will show
when you’ll have enough. With our help
it could be sooner than you think.
On average our clients retire 5 years
before normal retirement age * .
It's free to find out if we can help.
Call 01642 04 4919, or pop in to see us.
Joslin Rhodes Teesside: The Planning Rooms, Wellington Court,
Preston Farm, Stockton on Tees, TS18 3TA
Joslin Rhodes Newcastle: The Planning Rooms, Swordfish House,
Amethyst Rd, Newcastle Business Park, NE4 7YL
Independent Pension Advice
& Retirement Planning Specialists
Joslin Rhodes is authorised & regulated by the Financial Conduct Authority
44
* Statistic based on a normal retirement age of 65 and compared data from 76
Joslin Rhodes clients who were told they could retire at an average age of 59.58.
**The Financial Conduct Authority does not regulate Estate Planning.
joslinrhodes.co.uk
Defined Benefit Pension Specialists / Estate Planning ** / Transfers, Investments & Drawdown