Working together in tandem…

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.

Get in touch

Financial Planning Luton, Bedfordshire

Are you looking for financial planning services in Luton?

Most people want to make sensible decisions with their money. The problem lies with the complexity of the financial landscape in front of them. Which financial plan will best secure my family’s future? How can I make my investment as tax-efficient as possible? What are my income options at retirement?

At Tandem Financial, we understand the monumental nature of many of these financial decisions. We exist to provide expert financial planning in Luton, helping you navigate the financial journey in front of you. That is why we proudly bear the name Tandem. It is about working in tandem, partnering with you throughout the whole adventure.

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What We Do

All too often, financial advice is delivered poorly. It can be too complex and filled with jargon, leaving you more confused than you were at the beginning. At Tandem, our approach is to make the complex things easy to understand, giving you peace of mind. We are here to help you anticipate the possible dangers ahead of you, planning an appropriate course for your finances.

No longer do you need to feel alone when making important, difficult financial decisions. Whether you need tax planning, investment advice, cash-flow management, or retirement planning, our advisers are here to assist.

How It Works

Our advisers have been providing financial advice and services for over 80 years. Throughout that time, every relationship we have forged with our clients has been a strong, trusting one. This is how it should be given the highly personal nature of peoples’ finances.

That is why we always begin by getting to know you. It is important to determine whether there is a good fit between us. This can be done over the phone. As providers of financial planning in Luton, alternatively if you live locally then we would be delighted to meet in person.

Ready to discuss your perfect financial plan? Contact us today to arrange a complimentary, no-obligation consultation.

At Tandem, our team of financial advisers in Luton aspire to give you peace of mind when organising your finances.
Contact us to find out how we can help you make smart choices with your money.

Meet the team

With over 80 years combined experience in finance, we’ll work in tandem with you to help make the difficult, big decisions, or even the small, personal ones.

Contact Us

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?

Paul Cleworth

Managing Director & Financial Planner

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!

Alison Cleworth

Operations Director

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.

Kevin Smith

Senior Paraplanner

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.

Steve Alcock

Mortgage Broker

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.

Marcos Kallou

Will Writer & Estate Planner
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Let Us Do The Hard Work

Let us look after the whole spectrum of your financial concerns, leaving you free to ‘dream a new dream’.

Over 80 Years Of Experience

Using our collective experience, we will help you make the difficult, big decisions, or even the small, personal ones.

Five Star Hospitality

Our new offices are designed specifically to create a five-star experience that is also intimate and human.

Ample Free Parking

There is ample free parking, wheelchair access and lift, fresh tea and coffee and a welcome smile to greet you.

Service Excellence

We love efficiency, courtesy and service excellence. We thrive on accuracy, high standards and adding real value.

Financial Peace Of Mind

We aim to remove the complexity and provide confidence, focus and peace of mind.

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T: 01582 635909

E: [email protected]

Speak to a member of our team on 01582 635909‎.

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

Contact us