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.
At Tandem Financial, we have over 80 years of experience providing financial advice and services to business owners, successful families and those approaching retirement. If you are searching for an IFA in Luton, and if your desire is to move forward with a well-conceived financial strategy and set of goals, then you’ve come to the right place.
Life has enough worries and complexities, even when finances are taken out of the picture! Our aim is to bring clarity, confidence and focus to your financial situation, putting your financial future firmly back into your hands. We genuinely love what we do, because we have the opportunity to make a profound, positive difference in our clients’ lives. If you are in need of an IFA in Luton who will work in tandem with you to provide strategic, expert financial planning tailored to your needs and situation, then we would love to hear from you.
After decades of experience, we know that financial planning is only truly effective when we work together with you. The analogy we like to make is to that of cheese and wine. Together, they are the perfect combination. In addition, wine-making, in particular, is a careful process created using precision, with a lot of passion, and based upon well-established techniques.
Where does this process start then? Well, only you truly know your needs. That’s why the first step is for us to have a conversation, so we can understand your goals, ambitions, dreams and timescales. From here, we can produce a comprehensive inventory of your financial position. Once the picture of your assets and policies is clear, it’s then time to comb through the fine print and review your options, culminating with the production of your own tailored financial plan.
From here, we do the legwork required to implement your financial strategies. All you need to do is sit back as you enjoy the rewards of our labour. As you progress, we’ll evaluate your strategy and plan to ensure everything is still on track to achieve your goals.
If this all sounds good, then don’t wait. Every moment delayed is a one that could have been put into charting a new course to improving your finances and taking away undue anxiety.
As an IFA in Luton, we would be delighted to meet with you in person in order to discuss your financial circumstances. Otherwise, we are happy to give you a call and assist you further.
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.