Working together in tandem…

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.

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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.


Ultimately our role is to listen, ask questions, plan meticulously, explain (without using jargon) and realistically outline your options. It’s our job to ensure you fully comprehend your goals, understand what’s realistic, know whether your plan is on track and how your money is invested and protected. In short, it’s to look after the whole spectrum of your financial concerns leaving you free to ‘dream a new dream.’

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.

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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.

Tandem Charity Partners

At Tandem, we feel very fortunate and privileged to work with such great clients and with this in mind we have decided to give something back by partnering with two different charities. One is very close to our head office in Bendish, Hertfordshire and the other is further afield, in Uganda. You can find out more about these charities below.

Find out more

T: 01438 879262

E: [email protected]

Speak to a member of our team on 01438 879262.

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

Contact us