Newcastle Gets ‘Plan Happy’

Expansion plans take North East firm to the next level, as they take their unique financial planning process to Newcastle.

Joslin Rhodes have been growing in their Teesside base since 2007, when founder and CEO, Neil Parker, started the company with just himself and an admin assistant.

Since these humble beginnings, the company’s grown rapidly, due to their distinctive approach to pension and retirement advice.

Through focusing on lifestyle, rather than just talking numbers, and helping people uncover what they want from retirement and what ‘enough’ means to them, Joslin Rhodes have developed an entirely new and individual way of helping people plan for the future. Called ‘Plan Happy’, they’re the only firm using this process, and one of very few companies in the UK who approach financial advice in this way.

The expansion into Newcastle takes Joslin Rhodes from a Teesside only company to one that serves the entire North East region and allows many more hard-working people the opportunity to get the retirement lifestyle they deserve.

One client had this to say:

“Met my new Planner today and it was an absolute pleasure. Very knowledgeable and made me feel comfortable. I wish I’d come to you years ago.”

The company’s mantras of simplifying to empower and telling it like it is, are just two of the values the team of more than 50 live by, and with their recent win of ‘Best Financial Adviser to Work for’ from Professional Adviser, it’s easy to see why they’ve grown in reputation and popularity across the region.

The Newcastle site offers the same great service and is located on a tranquil business park close to the city, overlooking the River Tyne.

CEO Neil Parker said:

“I’m so proud of the way Joslin Rhodes is developing and can’t wait to bring Plan Happy to Newcastle.

My vision has always been about redefining retirement and showing people it’s nothing to fear. This is why Plan Happy has been so successful, it essentially proves to people that everything’s going to be okay.

It’s never been about multimillionaires, instead it’s about helping hard working people retire in the way they want to. Our expansion to Newcastle is simply a continuation of this.”

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