Good financial planning is about looking at the whole journey.
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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.
"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
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Holistic
Financial PlanningPlanning the way ahead for your own journey to financial freedom and fulfilment…
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Retirement
PlanningAchieving financial independence means having enough income to choose whether to work or not…
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Investment
AdviceTandem knows about investing. What it means, what options you have and how to manage risk…
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Will Writing
& Estate PlanningHaving a will means putting the right money in the right hands at the right time…
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Read more Google reviews“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