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Joslin Rhodes Happy Retirements, Made in Teesside

Expert Pension, Retirement & Estate Planning advice that’ll make you smile. Proudly serving Teesside since 2001.

Do you live in the North East? Are you struggling to understand your pensions? Want to know when you can afford to retire? We can help...

We'll put a date on when you can retire and remove any worries about running out of money. For 20 years our local team of independent pension & retirement planning advisors have helped thousands of people make sense of their options. Many found out they could retire years earlier than expected – our record’s 12 years earlier! We focus on you and what you want from life. Then we'll work out how to use your financial assets to get you there. One person's happy ever after could be pottering in the garden or seeing more of the grandchildren. Another’s could be bungee jumping in South Africa. Similarly, everyone’s financial assets are unique to them, whether based on property, pensions, savings, or investments. Our job is to map the route from these to your happiness. We can look after funds and investments long term and provide a Protection Estate Planning Service to ensure financial assets are protected in the future. This includes Wills, Lasting Power of Attorney, Will Trusts to protect your assets against care fees, plus more besides. Our services also include Equity Release to access tax free cash to fund your retirement. Our initial meeting is no cost, no obligation and absolutely no pressure. This allows you the time and space to decide if our service is right for you. So, when you're ready give us a call on 01642 52 55 11. Joslin Rhodes Pension & Retirement Planning are Authorised and Regulated by the Financial Conduct Authority (FCA).

Remember when weekends were your own? Then life moves on. Children arrive. Priorities shift. Diaries fill up in complete...
27/08/2026

Remember when weekends were your own?

Then life moves on.

Children arrive. Priorities shift. Diaries fill up in completely different ways.

And before long, you’re helping the next generation find their way.

We’ve seen it again and again.

Life has a quiet way of changing what matters most.

For many people, retirement isn’t just about stopping work. It’s about having more time for the people and things that matter most.

Our free Retirement Savings Guide can help you start thinking about what your ideal retirement looks like and what you might need to make it happen. Tap here to get your copy: https://www.joslinrhodes.co.uk/resources/free-retirement-savings-guide/

25 Years. 25 Things You’ve Taught Us.

Teessiders, it’s over to you! 🏆We’ve loved seeing the happy retirement stories come through as part of our 25th Annivers...
25/08/2026

Teessiders, it’s over to you! 🏆

We’ve loved seeing the happy retirement stories come through as part of our 25th Anniversary Video Competition.

There have been some brilliant memories, adventures and moments shared, showing just how different retirement can look.

And now, it’s your turn to choose our Teesside People’s Choice Award winner!

Scroll through our posts to find your favourite, then give the video a like to cast your vote.

The video with the most likes will win a £500 cash prize 🎉

Whether you entered the competition or not, we’d love you to get involved and help us celebrate the retirement stories that show why Happy Retirements Are Made in Teesside.

Happy voting!

One thing 25 years of conversations has taught us is this. You never really know what’s going on in someone else’s life....
24/08/2026

One thing 25 years of conversations has taught us is this.

You never really know what’s going on in someone else’s life.

The person who seems fine might be dealing with something difficult.

The person who always makes others laugh might be worrying quietly.

The person who helps everyone else might need a bit of help themselves.

It’s worth remembering.

A bit more patience.

A bit more kindness.

A bit more checking in.

Because everyone is carrying something.

If retirement is one of the things on your mind, you don’t have to work it all out alone. Sometimes the best place to start is with a conversation, and our team are always happy to listen: https://www.joslinrhodes.co.uk/contact-us/

25 Years. 25 Things You’ve Taught Us.

Would you rather leave your family money one day, or help them with it now?With Inheritance Tax changes coming in 2027, ...
23/08/2026

Would you rather leave your family money one day, or help them with it now?

With Inheritance Tax changes coming in 2027, more people are starting to think about what they want their money to do during retirement.

Maybe it’s helping your child onto the property ladder. Supporting a grandchild through university. Or simply giving someone you love a helping hand when they need it.

But gifting money isn’t as simple as handing over a cheque.

The 7-year rule, gifting allowances, Trusts and gifting from your income can all come into the picture. And, of course, you still need to make sure you've enough to enjoy your own retirement.

We’ve covered the key things you need to know in our latest blog, including some gifting options you might not have considered.

Read more here: https://www.joslinrhodes.co.uk/blog/gifting-your-wealth-in-retirement-should-you-help-your-family-now/

21/08/2026

The dogs have got their little feet walked off! 🐕

Since David stopped working, life has changed a lot for him and Helen. They've gone from barely seeing each other during the week to having more freedom to enjoy life together.

There’s been more time for trips to the Lake District, enjoying a slower pace and, of course, giving the dogs plenty of walks.

David says he’d probably still be working if he hadn’t come in and spoken to Joslin Rhodes.

And that’s exactly why we do what we do! ❤️

If you think David and Helen's story deserves the Teesside People's Choice Award, give this video a like to cast your vote.

Are you a Joslin Rhodes client? You’ve still got until Monday to submit your video and be in with a chance of winning £500!

Tap here to find out more: https://www.joslinrhodes.co.uk/campaign/tell-us-your-happy-retirement-story/

Happy Retirements, Made in Teesside.

Huge congrats Hugh! Hugh’s been going the extra mile recently, quite literally in one case, and there’s plenty of reason...
21/08/2026

Huge congrats Hugh!

Hugh’s been going the extra mile recently, quite literally in one case, and there’s plenty of reasons why he’s our hero this month.

Firstly, one of our lovely clients needed some help completing their Lasting Power of Attorney after their health had taken a turn for the worse. Hugh was more than happy to help make sure everything could be sorted as quickly as possible.

He personally drove 30 miles to visit them and get everything in place to help move the process along.

And honestly, that says a lot about Hugh.

He genuinely cares and will always do what he can to help.

He didn't stop there either! He also delivered our very first Equity Release workshop and helped make the evening a real success.

Hugh you really are a shining example of what putting people first is all about.

So, thank you for everything you've done this month.

We’re not sure exactly when it happens. One minute you’re starting out. The next you’re watching your children build liv...
19/08/2026

We’re not sure exactly when it happens.

One minute you’re starting out.

The next you’re watching your children build lives of their own.

People often say they don’t know where the years went.

We understand that.

When you look back, life wasn’t really measured in years anyway.

It was the school drop-offs when you were running late, Friday nights on the sofa, Sunday dinners and family days out.

The ordinary moments that somehow become the memories.

If retirement is starting to feel a little closer than it once did, our free Pension & Retirement Workshop is a great place to begin.

It’s a chance to ask questions, understand your options and start thinking about what your next chapter could look like: https://www.joslinrhodes.co.uk/workshops/pension-retirement-planning-workshop/

25 Years. 25 Things You’ve Taught Us.

18/08/2026

Wedding dresses, venues, flowers, the list goes on (and on) 😂

For Carole, her happy retirement meant something special – helping give her daughter the wedding she dreamed of.

Chipping in on the cost of the big day meant a lot to Carole and her family. It’s something she says wouldn’t have been possible without having the right plan in place.

Sometimes, retirement isn’t just about what you can do for yourself. It’s about being there for the people you love too.

And a wedding full of memories? You can’t put a price on that. ❤️

If you think Carole’s story deserves the Teesside People’s Choice Award, give this video a like to cast your vote.

Are you a Joslin Rhodes client? There’s still time to share your happy retirement story, and we’d love to hear it: https://www.joslinrhodes.co.uk/campaign/tell-us-your-happy-retirement-story/

Happy Retirements, Made in Teesside.

We’ve always liked talking to people. Not rushed conversations. Proper ones. The kind where someone starts with, “This m...
15/08/2026

We’ve always liked talking to people.

Not rushed conversations. Proper ones.

The kind where someone starts with, “This might sound daft…” and then goes on to talk about something that really matters to them.

Over the years, we’ve learned most people aren’t looking for complicated answers.

They’re looking for clarity.

A chance to think out loud.

Someone to listen properly.

It’s amazing how often things feel a bit lighter once they’ve been shared.

Maybe that’s why a brew and a chat still go a long way.

If you’d like to have a proper conversation about your own retirement plans, our friendly team are always happy to put the kettle on: https://www.joslinrhodes.co.uk/contact-us/

25 Years. 25 Things You’ve Taught Us.

14/08/2026

Retiring to put your feet up? Not for Nikki! 😂

After nearly 35 years in management, Nikki’s got quite the list of things she wants to do next. There’s spending time with her grandchildren, pursuing some long-held passions and even thinking about a few adventures. She’s certainly not short of ideas!

When Nikki first started thinking about retiring, her biggest question was, “Can I actually afford to do this?”

After speaking to the Joslin Rhodes team, she had the confidence to know her plans could become a reality. Now, instead of wondering if she can retire, she’s asking herself, “What can I do next?”

And that sounds like a pretty exciting next chapter to us. ❤️

If you think Nikki’s story deserves the Teesside People’s Choice Award, give this video a like to cast your vote.

Are you a Joslin Rhodes client? There’s still time to share your happy retirement story, and we’d love to hear it https://www.joslinrhodes.co.uk/campaign/tell-us-your-happy-retirement-story/

Happy Retirements, Made in Teesside.

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Opening Hours

Monday 09:00 - 19:00
Tuesday 09:00 - 19:00
Wednesday 09:00 - 19:00
Thursday 09:00 - 19:00
Friday 10:00 - 17:00

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+441642525511

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