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.
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.
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.
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.
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.