The art of creating the perfect financial plan

Some things are just meant to go together – like cheese and wine, for instance. At Tandem we know that comprehensive financial planning requires us to work closely together with you. As with winemaking, financial planning is a process. It requires careful, well-crafted strategies, as well as passion, precision and long-term commitment.

The Tandem financial planning process

Retirement Planning

your path

Achieving financial independence means having enough income at a point in time, to decide whether to work or not. This is what we want for you; to be comfortable in retirement, to live your life, to do the things you want to do. We can show you how to plan and then enjoy a financially successful retirement.

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“Life is like riding a bicycle. To keep your balance, you must keep moving.”
Albert Einstein
Investment Advice

Pursuing a better
investment experience

Tandem knows about investing. What it means, what options you have, how to manage risk and how to help you make use of your allowances and invest tax-efficiently. Investing involves more than blind luck, it involves planning and strategy. Let us discuss your options with you.

Discover TRAILS
“The best time to plant a tree was 20 years ago. The second best time is now.”
Chinese proverb
Will Writing & Estate Planning

Looking after
your loved ones

The facts tell us that over 60% of people in the UK don’t have a will. Dying without a will means you die intestate and your assets can be distributed against your wishes. Having a will means putting the right money in the right hands at the right time. It’s about looking after your loved ones. It can also mean paying less inheritance tax!

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It is about understanding the ups and downs, anticipating possible dangers and planning the best way forward.
Find out more about the Tandem investment strategy.

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T: 01438 879262

E: [email protected]

Speak to a member of our team on 01438 879262.

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

Contact us