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.
During the planning phase we will gain a clear understanding of what you want to achieve and will recommend the financial products that we feel are the best fit for your requirements. It also during this phase that our financial advisers will discuss your goals with you and give you a better understanding of what is realistic and how your money will be invested and protected.
When planning for your financial future there are a range of financial products available to help you achieve your financial goals. From investment advice to retirement planning to will writing and mortgage advice, our team of financial advisers in Luton can help you every step of the way.
As a financial adviser covering Luton and the surrounding areas, what we don’t know about investments isn’t worth knowing! We will work with you to help you understand the investment options available, how to manage investment risk, how to invest tax efficiently and how to make the most use of your allowances. Successful investment requires planning and strategy and at Tandem we can guide you through the process from start to finish.
It’s never too early to start planning for your retirement and it is always better to plan earlier rather than later. As a financial adviser in Luton our team can work with you to achieve financial security for your retirement. We will work with you to set your retirement planning goals and advise you on the best practices and products to meet them.
It may surprise you to learn that over 60% of people in the UK haven’t got a will in place. Dying without a will means you die intestate and your assets can be distributed against your wishes. Ensuring you have a will in place will guarantee that your assets go to the people you want them to and will help you provide financial security for your loved ones.
Whether you are buying a home, re-mortgaging or investing in property, our mortgage specialist will work with you to ensure that you find the best deal. Our experienced team will help you navigate your way through the mortgage process, the paperwork and ensure that you have protection and insurances in place.
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.