Build a nest egg for your retirement

Pension Advice & Retirement Planning

Retirement Planning has never been more important as people are living longer and with the number of retiree’s increasing, the government will only be able to provide a basic pension, which is unlikely to provide the standard of living most people wish for, when they retire.

Our retirement planning service will put you firmly in control. We will review your existing arrangements and identify any shortfalls. Using cashflow modelling, we can forecast how much you will have in retirement, and how long it may last.

Who we can help

  • Employed Individuals
  • Contractors
  • Sole-traders
  • If you are in a partnership
  • Company Directors
  • SME Companies

How we can help

  • Set up new plans.
  • Review your existing plans and analysis the funds they invest in.
  • Combine your plans, it is appropriate to do so.
  • Withdrawal. We provide at retirement advice and can show you how retirement may like with cashflow modelling.

Get in touch

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on individual’s unique circumstances.

Tensor Financial Planning is a trading style of Apex Mortgage Advice Limited (FCA Register number 589093) which is an appointed representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566.

Apex Mortgage Advice Limited is registered with Companies House, Registered in Scotland, Registration Number SC426456. Registered Office: WestPoint, Office 217, 4 Redheughs Rigg, Edinburgh, EH12 9DQ.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Please note that some mortgages such as commercial BTLs are not regulated by the FCA.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on an individual’s unique circumstances.

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