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About Us

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. Keywords: Pension Transfer Specialists, TVAS Reports, Retirement Planning, Investment Management, Independent Financial Advisers, Final Salary / Defined Benefit Pensions, Lifestyle Financial Planning, and Pension Advice
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