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.
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.
Sharon has worked in financial services for 25 years. She joined Tandem in June 2016 as a client services coordinator.
Being quite bubbly and chatty, Sharon enjoys liaising with new and existing clients to arrange client meetings and appointments. She submits new business and chases everything through with product providers and life companies.
Away from work Sharon enjoys spending her time with her son. She is an eager cinema goer (mostly children’s films at the minute!) and loves the theatre and dining out.
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.
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.
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.