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.
Maybe you are approaching retirement and need expert pension advice. Or perhaps you are considering income protection and want to assess your options. Decisions like these require careful thought, but how do you inform yourself accurately about your possible choices?
You need a good financial planner. If you want to make smart decisions with your money, then Tandem are here to help. From the big, difficult decisions to the smaller, more personal ones, we look at the whole picture, partnering with you on the journey. It is about working in tandem to plan your adventure.
As an established financial planner based in Luton, our role is to listen, ask questions and then plan with strategic detail. Our financial advice is tailored to ensure that we do all the hard work for you, giving you more time to enjoy life.
With such a vast range of financial products and services to consider, our advisers can help you sift through the noise and jargon, charting a financial plan in line with your goals. Whether you need assistance in cash-flow management, tax planning, retirement planning or investment advice, our advisers can help.
Looking to talk to us about your financial needs? Get in touch today for a complimentary, no-obligation consultation.
To get the most out of your financial planner in Luton, a strong, trusting relationship is required. We are proud to say that over the years we have forged many deep, valuable relationships with our clients who have greatly benefited from our services. Many of them are now living their financial dream. Others are making significant strides towards it.
The first step is to get to know you. It is important that we understand your desires, hopes and fears if we are to give you peace of mind and assist in moving you towards your financial goals.
Get in touch today to arrange your complimentary, no-obligation consultation with a specialist financial planner in Luton.
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.