Good financial planning is about looking at the whole journey.

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Life is a journey. There are ups and downs, obstacles to overcome and tough decisions to make. At Tandem, we like to work together, with you, so that you need never feel alone when it comes to making important financial decisions.

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Going beyond finance…

Money is important, but there is more to life than just money. Life is about family, friendship, adventure, experiences and so much more.

We created Planning Your Adventure because we wanted to help our clients look beyond their finances. Please explore this site to find inspiration and start your own adventure.

Start your own bucket list

"Our aim is to help you achieve financial freedom. We do this by helping you make smart choices with your money and offering the best service possible."

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Paul Cleworth

Managing Director & Financial Planner

See how we can help
  • Holistic
    Financial Planning

    Planning the way ahead for your own journey to financial freedom and fulfilment…
  • Retirement
    Planning

    Achieving financial independence means having enough income to choose whether to work or not…
  • Investment
    Advice

    Tandem knows about investing. What it means, what options you have and how to manage risk…
  • Will Writing
    & Estate Planning

    Having a will means putting the right money in the right hands at the right time…

“Paul and Tandem team are super professional, extremely knowledgeable, and ultra-modern with current financial advice. I know I can rely on them to help support me with my financial questions.”

Lee Riles
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Speak to a member of our team on 01438 879262

Discover how we can give you peace of mind, through organising your finances and helping you to achieve your goals.