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.

Discovering your level,
finding your path

Tandem is about planning your adventure in the same way we plan to enjoy the great outdoors. The beautiful, inspiring, challenging environments found all around the world serve as perfect metaphors for the journey of life that we see stretching before us. Some are gentle and undemanding but less dramatic. Others offer stiffer ascents and increased danger, but with more spectacular views.

Introducing our investment strategy…

Seven beautiful British National Parks symbolise the different ‘model’ portfolios that have been devised with asset allocations that offer specific levels of risk and potential return. They are the ‘Tandem Risk-Assessed Investment Levels’ (TRAILS™). Their goal is to give you the opportunity to achieve the highest possible level of long-term returns in a manner that is most consistent with your own personal risk profile.

The question is: which one of these is yours?

Scroll down and start your journey
  • TRAILS®

    Investment portfolios

    Seven of our National Parks symbolise the different ‘model’ portfolios with asset allocations that offer specific levels of risk and potential return.
  • TRAILS® Ethical

    Ethical investment portfolios

    Seven of our nation’s herbs symbolise the different ‘model’ portfolios with asset allocations that offer specific levels of risk and potential return.

“The best time to plant a tree was 20 years ago. The second best time is now.”

Chinese proverb

“I have entrusted Paul and his team with the management of all my savings and investments. Whilst they cannot control the markets I have always received considered advice as to a range of options available to me and I have always felt that they have my best interests at heart.”

Paul E
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Speak to a member of our team on 01438 879262

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