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The Planning Rooms

Local, independent, and regulated

Unit 6 Wellington Court, Preston Farm, Stockton-On-Tees, TS18 3TA Directions

Tel 01642 525511
   Open today 09:00 - 19:00

Why Choose Us?

Warm Welcome
Conveniently Situated
Expert Advice

Business overview

Got questions about your pensions, retirement planning or investments? We're local independent financial advisers in Teesside and Newcastle

We work with people who are approaching or at retirement in Teesside, Darlington and Newcastle and want to start enjoying a life they've worked hard for. As well as helping you plan for the future, we're qualified as pension transfer specialists and can advise you on your pensions and investments as well as trusts, care fees and inheritance tax.

Our PlanHappy process is designed to answer those questions such as "when can I retire?", "How will going into care affect my finances?", "Can I leave money to my children?", "What should I do with my pension", "Should I cash in my pension", and "Where should I invest?".

We’ll work with you to understand what outcome you’re looking for then we’ll do the sums and gather everything together in a handy, easy to read report so you can see exactly where you are and where you’re heading.

If you are considering the alternatives for your Defined Benefit (Final Salary) pension scheme, we're one of the few Pension Transfer Specialists in the area. This means we are qualified and regulated to offer advice on these types of pensions. Not everyone is! We also hold the Pension Transfer Gold Standard.

We have a huge amount of experience in this field and we'll make sure you're given the correct advice to equip you to make the right choice for you.

For added peace of mind our work is authorised and regulated by the Financial Conduct Authority.

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Products & Services

Chartered Financial Planner

Estate Planning Experts

FCA Regulated

Financial Consultants

Financial Planning

Financial Services Authority Authorised

Independent Financial Advisers

Investments

Lifestyle Financial Planners

Pension Advice & Transfers

Pensions

Retirement, drawdown and Annuities

Savings and Investment Advice

Credentials

Associations

  • Financial Conduct Authority (484324)

Reviews

Retirement advice as it should be...

5
On our first visit to Joslin Rhodes we were put at ease immediately by our adviser's easy going manner and ability to listen to what we required. At no point where we put under pressure to do anything we where not sure about. Our second visit laid out the advice on the way forward to which we agreed was best for us. We have a date for our third visit to conclude the progress and we are looking forward to meeting up once again. On the first two visits the staff were excellent and made us very welcome.
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