Watch Paul talk about Tandem Financial, how it exists to build relationships of trust, give the best financial advice and services, add real value and help you make smart choices with your money.
Life is an adventure, or at least it is supposed to be. Unfortunately, the reality for many of us is that our finances often paint a confounding or frustrating picture, which then obscures the way forward. Tandem Financial exists to solve this pain you are experiencing. By working together in tandem, we can bring clarity to your financial situation, craft a strategy which meets your needs and sets you on course towards your goals, hopes and aspirations. If you’re looking for this sort of financial advice in Luton, or even further afield, then we would love to hear from you.
Tandem Financial has over 80 years’ experience providing financial services and advice to our clients. After that amount of time, we know how financial planning works. It requires a strong, trusting relationship between both the adviser and our clients. That’s why the first step is always to have a conversation so we can find out whether we are a good fit for each other.
As providers of financial advice in Luton, if you live locally we would be delighted to meet with you. Or if you’re further away, then we would also be very happy to speak on the phone about your financial needs and circumstances.
The next step is to conduct a full review of your financial position in order to clarify your income and expenditure, your assets and liabilities and to ascertain what policies you have. After that, we sift through the fine print, review what you have and finalise the process by producing a fully tailored financial plan for you.
At this point, all you need to do is relax as we implement your plan. As your financial position progresses and you experience the fruits of our labour, Tandem will evaluate the performance of your plan and ensure that everything is still on course towards you achieving your goals and objectives.
If this is the sort of financial advice you need, then don’t put it off another moment. Get in touch with us. We are here, ready to help you by removing the stress and worries associated with money and finance. Remember, every day you wait is one that could have been spent working towards achieving your financial goals.
Paul has been advising clients for over 15 years. He loves engaging with both new and existing clients, helping them find clarity with their finances. Paul set up Tandem to spend more time with his clients to develop the relationships. He is passionate about accuracy, service and high standards. Paul’s favourite past times include spending time with family, golf, cricket, films and riding his motorbike. What more is there?
Alison was formerly a commercial manager in the aircraft industry, leasing and selling aircraft, working at Rolls Royce, EasyJet and BAE Systems. She was responsible for negotiating contract documentation with customers and suppliers from Europe to South America. Alison brings communication skills, organisational abilities and accuracy to Tandem. Alison is a devoted mum to our children, Miles and Rory. As well as her children, Alison’s passions include: fashion, travel, gardening and a nice cup of tea!
Kevin has worked in finance for 20 years and been a para-planner, working with Paul for the last 8 years. He specialises in the preparation of bespoke client financial plans and annual reviews. Kevin enjoys liaising with clients and going the extra mile to provide the best service possible. Away from work, Kevin is a keen golfer (as long as it is not raining) and enjoys football, wine, reading and dining out.
Steve has over 25 years in financial services experience. He specialises in advising on all types of mortgages including residential, buy-to-let, commercial and equity release. He also advises on protection and insurance. Married with 2 dogs (Sky & Luna), when not working or walking the dogs he is usually to be found slaving away in the garden under his wife’s watchful eye.
Marcos has been a professional Will writer and Estate Planner since 2003. He has extensive knowledge and experience in dealing with all estate planning situations. A Fellow of the Institute of Professional Will writers, Marcos operates to the highest professional and ethical standards. He is able to advise on wills, trusts, guardianship for minors, long term care protection, re-marriages and lasting powers of attorney.
Let us look after the whole spectrum of your financial concerns, leaving you free to ‘dream a new dream’.
Using our collective experience, we will help you make the difficult, big decisions, or even the small, personal ones.
Our new offices are designed specifically to create a five-star experience that is also intimate and human.
There is ample free parking, wheelchair access and lift, fresh tea and coffee and a welcome smile to greet you.
We love efficiency, courtesy and service excellence. We thrive on accuracy, high standards and adding real value.
We aim to remove the complexity and provide confidence, focus and peace of mind.