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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 r

etire 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).

15/06/2026

The year's flying by. So if you've been meaning to take a closer look at your pension and retirement plans, this could be just what you need.

Join us on Thursday 18th June from 6pm–7pm at our Stockton Planning Rooms for our Pension & Retirement Workshop.

It's an informal session designed to help you better understand your options and what to do next.

You'll learn:

• The right questions to ask yourself about retirement
• The different types of pensions and how they work
• What to consider before taking tax-free cash from your pension
• Ways to help make your pension last throughout retirement
• How to fund the lifestyle you want

And our friendly Teesside experts will be on hand to answer all your questions.

Spaces are limited, so reserve your place today and take the first step towards a happy retirement.

Tap here to register: https://www.joslinrhodes.co.uk/workshops/pension-retirement-planning-workshop/

11/06/2026

Today marks the start of the World Cup, which can only mean one thing... it's time to kick-off the Joslin Rhodes office sweepstake! ⚽🏆

It's safe to say some people were delighted with their draw, while others... not so much.

We've rounded up some of the comments overheard in our Stockton Planning Rooms as teams were drawn (and there were some absolute corkers!).

Which one sounds most like you?

07/06/2026

The Bank of Mam and Dad has become one of the biggest financial institutions in the UK.

And if you're helping your children with a house deposit, rent, childcare costs, university fees or simply the occasional transfer when money gets tight, you may already be one of its biggest contributors.

Of course, most parents would do it in a heartbeat.

But while you're focused on helping your family get ahead, there's another important question worth asking:

‘What impact could this be having on your own retirement?’

In our latest blog, we take a closer look at what the “Bank of Mam and Dad” could mean for your retirement and why finding the right balance between helping your family and protecting your future matters more than ever.

Tap here to read more: https://www.joslinrhodes.co.uk/blog/has-the-bank-of-mam-and-dad-started-affecting-your-retirement/

05/06/2026

Here we go again!

Dress down day is here, and we’re swapping office wear for our comfies.

This month we’re supporting Andys Man Club - a brilliant charity that runs free support groups for men.

They’re all about creating safe spaces where men can talk openly and help break down the stigma around mental health.

At the heart of it all is a simple message: it’s okay to talk. That’s why our team have joined in with Andy’s Man Club’s iconic ‘okay’ hand gesture in today’s photo to help spread that message.

And with Father’s Day coming up, it’s also a reminder that this time of year can feel different for everyone. For some it can be tough, but you don’t have to go through it alone.

Remember, .

02/06/2026

Life’s too short to put the important things off.

Steve and Ruth decided not to wait. They spent the last year travelling, making memories, and enjoying time together.

After Ruth sadly passed away in December, Steve told us how grateful he was that they took those trips when they did. He also said having a clear financial plan in place has helped him feel safe and supported since Ruth passed.

Steve mentioned he often sees the photos we share on Facebook and wanted to share some of his own from their travels together, as a thank you for helping them make those memories while Ruth was still here.

Thank you Steve for allowing us to share yours and Ruth’s story.

26/05/2026

Yes, you read that right. Only 14%!

How confident are you about your retirement plan?

Not very?

Well, we find it's rarely just one thing, but a few quietly building up over time:

- Not knowing how much your pensions are worth
- The cost of everything creeping up (we all feel that one!)
- Retirement ages shifting
- Plans that just haven’t been looked at in a while

If you're one of the 86%, our latest blog uncovers why retirement confidence is so low and the simple steps you can take to get back on track.

Read it here 👉 https://www.joslinrhodes.co.uk/blog/are-you-on-track-to-retire/

22/05/2026

All the talk in Boro is around “Spygate”…

But when it comes to retirement planning, there’s no need for secret tactics.

The best game plan is usually the simplest:

- Know your numbers
- Have a clear plan
- Get the right support around you

That’s what we help people do every day at Joslin Rhodes.

Helping Teessiders retire happily, confidently, and often sooner than they thought possible. (No binoculars needed.)

If you’re heading down Wembley Way tomorrow, we hope you have an O Happy Day! 🎉

15/05/2026

From apprentice at 17… to award-winning Marketing Executive 🏆

Meet Izzy 👋

Since joining Joslin Rhodes, Izzy has become an important part of the team helping us deliver happy retirements to Teessiders through our socials, campaigns and client communications.

Along the way, she was also named the 2024 North East Chamber of Commerce Apprentice of the Year.

And it’s safe to say we were just as proud as her parents were!

In this video, she shares what her journey has really been like, from the support she’s had around her to the opportunities she’s been given to grow.

If you’re looking to get your own start in Financial Services, either as a Financial Planner, Paraplanner or Client Services Administrator, come along to our next Careers Discovery Session and see what your future could hold too: https://www.joslinrhodes.co.uk/careers/

10/05/2026

Imagine reaching your late 50s or early 60s and realising your retirement might not look quite the way you expected.

That’s the reality for many people across the UK right now.

Research suggests only 1 in 7 people are on track for the retirement they want and just 14% feel confident they’ll be able to retire when and how they planned.

While that might sound a bit alarming, it really reflects something simple: a lot of us aren’t where we expected to be with our pensions and retirement planning, especially as retirement gets closer.

In this article, we’ll look at why you might feel off track, what could be behind the gap, and how to get a clearer picture of your retirement plans.

Read it here: https://www.joslinrhodes.co.uk/blog/are-you-on-track-to-retire/

Address

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

Telephone

+441642525511

Website

https://www.joslinrhodes.co.uk/

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