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Text Content

 * What We Do
    * Pensions Advice & Retirement Planning
    * Equity Release Advice
    * Estate Planning Advice
    * Final Salary Pension Transfer Advice

 * Who We Are
    * Meet The Team

 * How We’ll Help
 * Contact Us
 * Blog
    * Equity Release Advice
      * Types of equity release schemes
        * What Is a Lifetime Mortgage?
      * Equity Release Interest Rates
      * Equity Release Age Limits
      * Equity Release For Home Improvements
      * Whats the catch with equity release?
      * Equity Release To Buy A Second Property
        * Equity Release Vs Remortgaging
      * Equity release and Death
        * Does Equity Release Reduce Inheritance Tax?
      * Equity Release Council
      * Alternatives to Equity Release
      * Will Equity Release Affect My Benefits
      * Does Equity Release Affect Your Credit Score
      * Equity Release Solicitors What do they do and why are they needed?
      * The Best Equity Release Providers In The UK
      * Can Equity Release be Missold?
      * Can Equity Release be Paid Off Early
      * Is Equity Release Regulated by FCA
      * How Long Does The Equity Release Process Take?
      * Equity Release and Deprivation of Assets
    * Pension & Retirement Planning Advice
      * Can I retire at 55?
      * When can I retire (Age Breakdown)
      * What is the most important part of retirement planning?
      * Pension Consolidation
      * Final Salary Pension Transfer Advice
        * What’s the difference between Final Salary (Defined Benefit) and
          Defined Contribution pensions?
      * Defined Contribution Transfers
      * Pension Drawdown
        * Annuity Vs Drawdown
        * Claiming tax back on pension drawdown
        * How long does pension drawdown take?
      * Annuity Pensions
      * State Pension
        * When Can I Retire?
        * National Insurance Contributions (NICs)
      * Do you pay tax on a SIPP?
      * Are you emotionally ready to retire?
      * Can I Retire and Still Work?
      * Ill Health & Terminal Illness Retirement
      * What is Money Purchase Annual Allowance (MPAA)
      * What is an AVC Pension?
      * Bonus Sacrifice – How to save tax
      * Pension Sharing Order

Based in the North East? Need Independent Pension & Retirement Planning Advice?

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FINANCIAL ADVISORS SPECIALISING IN PENSION ADVICE & RETIREMENT PLANNING


ARE YOU WORKING LONGER THAN YOU NEED TO?

Book my free consultation



See all our customer reviews


HELPING LOCAL PEOPLE ACROSS THE NORTH EAST FOR OVER 20 YEARS.


IF YOU’RE IN MIDDLESBROUGH, STOCKTON-ON-TEES, DARLINGTON, NEWCASTLE, SUNDERLAND
OR DURHAM


WE’RE HERE FOR YOU…


PENSION ADVICE & RETIREMENT PLANNING


ESTATE PLANNING ADVICE


EQUITY RELEASE ADVICE


FINAL SALARY PENSION ADVICE






ARE YOU STUCK WONDERING IF YOU CAN AFFORD TO RETIRE?

Well don’t worry, that’s where we come in.

By focusing on the important questions, we’ll help you answer things like:

 * Can I retire and still afford to do the things I enjoy?
 * Can I retire early?
 * Will I always have enough?
 * Should I take my pension into drawdown?
 * Can I get savings and investment advice?
 * Can I make sure my loved ones are looked after when I'm gone?
 * Should I transfer my pension?

By finding out how to use your assets to fund the retirement you want, you could
get the peace of mind you’re looking for.

Find out more




WHAT YOU’LL GET

Let’s face it retirement planning and pension advice can be a minefield,
especially when this retirement thing has crept up on you.

As well as answers to your questions, you’ll get a team of independent pension
advice and retirement planning experts available online and in the office all
working for you.

You’ll get help with the best ways to consolidate your pension pots, avoid
financial risk, minimise tax and make the right choices for your money.

Book my free consultation


JOURNEY TO YOUR HAPPY


STEP 1

Book your free, no-obligation meeting with our pension & retirement planning
experts...


STEP 2

We’ll listen to what you want. We might ask some tough questions but it's all to
get you thinking about what's important...


STEP 3

We produce your plan showing exactly what to do with your pensions, savings, and
investments to achieve your goals...


STEP 4

You can take your plan. Or if you like, we can manage your pensions &
investments for your continued peace of mind.






DON’T TAKE OUR WORD FOR IT…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…




Arrange a free callback



WHY CHOOSE JOSLIN RHODES?

OVER £190 MILLION

We're trusted to manage over £190 million of our clients funds

FCA REGULATED

We're authorised and regulated by the Financial Conduct Authority

PROVEN PROCESS

The unique PlanHappy Lifestyle Financial Planning process has been specifically
designed to help you get what you want



FAQ'S


WHO ARE WE?

Joslin Rhodes are independent financial advisers who are based in Middlesbrough.
Some of our main services include financial planning, retirement planning, tax
planning, income protection, and investment & portfolio management. Our team of
amazing financial advisors are sure to help you with any issues you are facing.


WHERE IS OUR LOCATION?

Middlesbrough is a large town in North Yorkshire, England. It is on the River
Tees’s southern bank, west of Redcar and east of Stockton-on-Tees. The Borough
of Middlesbrough is governed from the town. Until the early 1800s, the area was
rural farming land.


DO WE ONLY OPERATE IN THE OFFICE?

Currently, we offer an in-office service as well as a virtual meeting. We do
offer virtual meetings however, we would much prefer you to come and visit our
lovely office. As for house visits we do not currently offer this service.


WHAT IS FINANCIAL PLANNING?

Financial planning is a process to help you with your financial issues. Our
financial planning services at Joslin Rhodes Middlesbrough are important to you
as they will help you to support your current needs and plan a safer future for
you and your family. Our financial advisers will help you reach your current
money needs and your future goals. We will help you reach your desired
financially comfortable future through budgeting, investing, tax planning, and
other services.


WHAT IS THE RETIREMENT AGE IN THE UK?

You can access your state pension from the age of 66. However, you can access
your private or workplace pension from the age of 55. It is important to note
there are a lot of other factors which come into when you can retire.


WHAT IS TAX PLANNING?

Tax planning is the process of analysing a financial situation to ensure all
elements are working together in the most efficient way. Often these elements
are not working well together and result in people paying more unnecessary money
in taxes.


WHAT IS INVESTMENT MANAGEMENT?

Investment management is the process of handling financial assets and
investments. Our team of independent financial advisers will devise a long or
short-term plan for these assets and investments.


WHAT DOES A FINANCIAL ADVISOR DO?

Joslin Rhodes independent financial advisers make sure your money is being
managed in the best way possible. Our financial advisers will meet with you in
person to discuss your financial goals, educate you (the client) on your options
and help to plan for your specific future.


ARE FINANCIAL ADVISORS TRUSTWORTHY?

The FCA, financial conduct authority, is a regulatory body that monitors
activity from financial advisors. Joslin Rhodes is regulated by the FCA to
protect the consumer. We’re qualified, regulated Independent Financial Advisers,
and we’re also nice people who want to make your future financial journey meet
your needs, whatever they may be.


WHO NEEDS FINANCIAL PLANNING?

Simply put everyone needs financial planning. Financial planning is extremely
important as it helps you to keep track of your income, expenses, and
investments. This plan will make sure your money and assets are being taken
advantage of. One key impact you will see from having one of our financial plans
is an increase in your savings. By utilizing this plan you will be able to
manage your money in a much clearer and more effective way. For example, costs
can be cut down in certain areas and put into savings.


WHAT BENEFITS COME WITH FINANCIAL PLANNING?

There are many advantages that come with financial planning, a few of these are:

-Reduced stress

-Financial security

-Efficient use of current assets

-Improved standard of living

-Preparation for the future, whether that is unemployment or illness


WHY IS TAX PLANNING IMPORTANT?

Tax planning can often result in less money going towards taxes. With many of
our clients, we find a much larger sum of money is going towards taxes when it
doesn’t need to be. Planning helps to create a level of understanding between
the government and the taxpayer. Furthermore, tax planning can result in
economic stability, with more money available for personal use.


DOES INCOME PROTECTION COVER LOSING YOUR JOB?

Yes, income protection does cover losing your job. As long as losing your job is
not directly your fault. Income protection will come into play if you can’t work
due to illness or injury but not if you quit or get fired.

 


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I need help with...I need help with...Retirement planningUnderstanding my
pension optionsWorking out if I can retire earlyEquity Release AdviceEstate
planning (Wills, Lasting Power of Attorney, Trusts etc)Expert financial
adviceSomething else...
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Thank you.
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Real Advice, For Real People

WE'LL SHOW YOU:

When you can afford to retire How much money you'll need in retirement How to
make the most of your pensions and other assets to fund your lifestyle

4.9 OUT OF 5 STARS ON VOUCHEDFOR

"I cannot find fault with the service we received. From the warm yet
professional welcome to the finanical adive we were given. Yo as a company
should be proud of the service you are providing"

Mr. W



ADDRESS

Joslin Rhodes,
The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA



WHAT WE DO

Retirement Planning
Final Salary Pension Advice
Pension Drawdown
Pension Consolidation
Estate Planning Advice
Equity Release Advice
Financial Advisers Middlesbrough
Financial Advisers Newcastle
Lifestyle

USEFUL LINKS

Careers
Blog
Covid 19
Terms & Conditions
Privacy Policy
Cookies Policy
East Midlands
North East
HTML Site Map

QUESTIONS

Equity Release Interest Rates
Equity Release Calculator
Annuity vs Drawdown
How Long Does Pension Drawdown Take?
How much do I Need to Retire?
Pension Lump Sum Tax



FOLLOW US

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LATEST NEWS VIA EMAIL

Keep up to date with the latest financial & retirement planning advice in our
newsletter.


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Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy
Investment Management Limited (company number 09511883) which is authorised and
regulated by the Financial Conduct Authority, firm reference number 833492. Some
of our services are not regulated by the Financial Conduct Authority. Before you
engage us in any work, we will outline which of those services are and are not
regulated by the Financial Conduct Authority to enable you to make a fully
informed.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle
Financial Planning Limited (company number 484324) which authorised and
regulated by the Financial Conduct Authority, firm reference number 06446109.
Some of our services are not regulated by the Financial Conduct Authority.
Before you engage us in any work, we will outline which of those services are
and are not regulated by the Financial Conduct Authority to enable you to make a
fully informed decision.


Call Us Find out if we can help 👉
© 2021 Joslin Rhodes Pension & Retirement Planning. All rights reserved.
Joslin Rhodes Content & Images by Joslin Rhodes Pension & Retirement Planning is
licensed under a Creative Commons Attribution-NoDerivatives 4.0 International
License.
Based on a work at https://www.joslinrhodes.co.uk.



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Search
 * What We Do
    * Pensions Advice & Retirement Planning
    * Equity Release Advice
    * Estate Planning Advice
    * Final Salary Pension Transfer Advice

 * Who We Are
    * Meet The Team

 * How We’ll Help
 * Contact Us
 * Blog
    * Equity Release Advice
      * Types of equity release schemes
        * What Is a Lifetime Mortgage?
      * Equity Release Interest Rates
      * Equity Release Age Limits
      * Equity Release For Home Improvements
      * Whats the catch with equity release?
      * Equity Release To Buy A Second Property
        * Equity Release Vs Remortgaging
      * Equity release and Death
        * Does Equity Release Reduce Inheritance Tax?
      * Equity Release Council
      * Alternatives to Equity Release
      * Will Equity Release Affect My Benefits
      * Does Equity Release Affect Your Credit Score
      * Equity Release Solicitors What do they do and why are they needed?
      * The Best Equity Release Providers In The UK
      * Can Equity Release be Missold?
      * Can Equity Release be Paid Off Early
      * Is Equity Release Regulated by FCA
      * How Long Does The Equity Release Process Take?
      * Equity Release and Deprivation of Assets
    * Pension & Retirement Planning Advice
      * Can I retire at 55?
      * When can I retire (Age Breakdown)
      * What is the most important part of retirement planning?
      * Pension Consolidation
      * Final Salary Pension Transfer Advice
        * What’s the difference between Final Salary (Defined Benefit) and
          Defined Contribution pensions?
      * Defined Contribution Transfers
      * Pension Drawdown
        * Annuity Vs Drawdown
        * Claiming tax back on pension drawdown
        * How long does pension drawdown take?
      * Annuity Pensions
      * State Pension
        * When Can I Retire?
        * National Insurance Contributions (NICs)
      * Do you pay tax on a SIPP?
      * Are you emotionally ready to retire?
      * Can I Retire and Still Work?
      * Ill Health & Terminal Illness Retirement
      * What is Money Purchase Annual Allowance (MPAA)
      * What is an AVC Pension?
      * Bonus Sacrifice – How to save tax
      * Pension Sharing Order

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