What does your adventure feel like?
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With over 60 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.
Meet the team
New Model Adviser Top 100 Firm: 2018, 2020, 2021, 2022, 2023
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Paul Cleworth
Managing Director & Financial Planner
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Alison Cleworth
Operations Director
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Kevin Smith
Senior Paraplanner
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Catherine Smith
Practice Manager
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Nelson
Team Mascot
Climate friendly workforce
Here at Tandem, we want to part of the solution, not the problem. That is why we are pleased to announce that we’ve signed up to Ecologi, a carbon-reduction scheme which enables businesses like ours to join in the planting of trees. In effect we aspire to not only compensate for our own carbon footprint, we aim to become Carbon Positive.
Let us do the hard work,
giving you time to enjoy life
With a whole universe of financial products, issues, possibilities and dangers to contend with, dealing with your finances can at times feel profoundly daunting. That is why it is vital to create a comprehensive plan. The purpose of working with us is to do just that – to talk about your needs, determine your goals and objectives and establish realistic time-scales.
Watch Paul & Patricia discuss their experience in working with Tandem, how it’s changed their outlook on money and enjoying life.
Watch the video
Read more Google reviews“I have always found the team at Tandem Financial to be professional and very approachable. Always happy to help. I am happy to recommend them.”
Brigitte Trister