Tandem Financial are a financial planning firm based in Bendish, Hertfordshire owned and directed by Paul Cleworth, Managing Director and Financial Planner.
Paul Cleworth is a fully qualified Independent Financial Planner and has over 20 years of experience in advising clients, specialising in Wealth Management, Retirement Planning and Investment Services.
Paul’s aim in setting up Tandem Financial is to help his clients make smart choices with their money and to make informed financial decisions.
“Working with successful families, business owners, retirees and those approaching retirement, our key goal is to take away the complexity of finance by offering clear strategies and solutions that bring order and clarity to your finances and peace of mind through service excellence.”
Paul Cleworth
Contact Paul Cleworth and the team at Tandem Financial to discuss how they can help you plan your adventure by calling the office on 01438 879262 or emailing them at [email protected].
Working together in tandem…
Watch Paul talk about Tandem Financial. Here, Paul talks about how Tandem exists to build relationships of trust, to give the best financial advice and services, and to add real value by helping you make smart choices with your money.
Meet the team
With over 80 years combined experience in finance, we’ll work in tandem with you to help make the difficult, big decisions, or even the small, personal ones.
Paul has been advising clients for over 20 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?
Paul Cleworth
Managing Director & Financial Planner
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!
Alison Cleworth
Operations Director
Kevin has worked in finance for 20 years and been a para-planner, working with Paul for the last 12 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.
Kevin Smith
Senior Paraplanner
Catherine previously worked for a life and pensions provider and brings a new and enthusiastic approach to the team. She is dedicated to providing an excellent level of customer service and maintaining the same levels of hard work and commitment already displayed at Tandem Financial.
Catherine loves to travel and has a keen interest in Greek mythology, art and chocolate. Often when we are lost for words, chocolate can speak volumes!
Catherine Smith
Client Services Manager
Steve has over 25 years in financial services experience. As our affiliated mortgage broker, 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.
Steve Alcock
Mortgage Broker
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. As our affiliated will writer & estate planner, he is able to advise on wills, trusts, guardianship for minors, long term care protection, re-marriages and lasting powers of attorney.
Marcos Kallou
Will Writer & Estate Planner
Let Us Do The Hard Work
Let us look after the whole spectrum of your financial concerns, leaving you free to ‘dream a new dream’.
Over 80 Years Of Experience
Using our collective experience, we will help you make the difficult, big decisions, or even the small, personal ones.
Five Star Hospitality
Our new offices are designed specifically to create a five-star experience that is also intimate and human.
Ample Free Parking
There is ample free parking, wheelchair access and lift, fresh tea and coffee and a welcome smile to greet you.
Service Excellence
We love efficiency, courtesy and service excellence. We thrive on accuracy, high standards and adding real value.
Financial Peace Of Mind
We aim to remove the complexity and provide confidence, focus and peace of mind.
