Good financial planning is all about
looking at the whole journey.

It is about understanding the ups and downs, anticipating possible dangers and planning the best way forward. It is about a deep knowledge of your desires, wishes, dreams, hopes and fears – and then travelling with you along the way. It is about working in tandem. Tandem puts the fun back into the journey. It means you need never feel alone in making the difficult, big decisions, or even the small, personal ones. It is about planning your adventure.

The importance of
family values

At Tandem, we like to apply family values to the way we work, the way we treat our employees and the way we treat you. It’s about doing the right thing, being professional, courteous and honest. Its about having integrity. Our values drive standards and we believe in high standards. We believe in putting your family first.

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Retirement Planning

your path

Achieving financial independence means having enough income at a point in time, to decide whether to work or not. This is what we want for you; to be comfortable in retirement, to live your life, to do the things you want to do. We can show you how to plan and then enjoy a financially successful retirement.

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“Life is like riding a bicycle. To keep your balance, you must keep moving.”
Albert Einstein
Investment Advice

Pursuing a better
investment experience

Tandem knows about investing. What it means, what options you have, how to manage risk and how to help you make use of your allowances and invest tax-efficiently. Investing involves more than blind luck, it involves planning and strategy. Let us discuss your options with you.

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“The best time to plant a tree was 20 years ago. The second best time is now.”
Chinese proverb
Holistic Financial Planning

Going beyond finance…

Money is important, but life is so much bigger than money. Life is about, family, friendship, adventure, experiences and so much more. These are the kinds of things that make life truly rich.

At Tandem Financial, we created Planning Your Adventure because we wanted to help our clients look beyond their finances. Our hope is that you will use the resources and materials on this site to find inspiration to start your own adventure.

Visit The Planning Your Adventure Website

It is about understanding the ups and downs, anticipating possible dangers and planning the best way forward.
Find out more about the Tandem investment strategy.

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T: 01438 879262

E: [email protected]

Speak to a member of our team on 01438 879262.

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

Contact us