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 wine-making, financial planning is a process. It requires careful, well-crafted strategies, as well as passion, precision and long-term commitment.

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Advice

Investment
Advice

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.

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Planning

Retirement
Planning

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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Planning

Will Writing &
Estate Planning

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! Speak to our affiliated Will Writing & Estate Planner to start getting things in order.

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Advice

Mortgage
Advice

Whether buying your first property, remortgaging or moving home, our affiliated mortgage specialist can help you find the best deal. We can also assist with buy-to-let and commercial mortgages. Let us do the leg work for you. We can source the most suitable mortgage product and help you with the paperwork. We can also assist with all the protection and general insurances.

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Trails

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.

Find out more...
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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