Our why
At Tandem, we love our work as financial planners. We do what we do because it is one of the few professions where you can genuinely make a profound difference to the people you work with.
We are constantly learning because the rules change, and our clients’ lives change. People have called us perfectionists and we are not apologetic about that at all. We love efficiency, courtesy, and service excellence. We thrive on accuracy, high standards and removing the devil from the detail.
Helping clients pursue their unique goals and dreams and creating the time to enjoy life.
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Once you know your path – once you have fully understood where you are heading and how long it should take – then all you need are the clear, steady stepping stones.
Watch Stuart talk about simplifying his investments, his goals and ambitions and having time to enjoy life.
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Free to enjoy the journey
We want to talk to you, improve your knowledge and understanding of your financial position and help you feel confident about where you are heading. We want you to be confident enough to ask us questions and be able to trust our advice. A trusting, supportive relationship flows from there.
We want to focus on our relationship with you and allow more time discussing your unique goals and dreams. We want to be available more to assist you and take away any financial concerns you have so that you are free to really enjoy the journey.
Our client promise
In short, we will treat you the way we like to be treated ourselves.
Our pledge to you is:
- Our best and clearest advice
- Uncompromising professionalism
- Unparalleled service excellence
- Coherent communication
- The highest integrity and honesty
- Absolute client confidentiality
- Complete transparency and openness
- The highest possible level of compliance
- Total fairness in all our dealings
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…
Find out more
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Keech Hospice
Keech are a hospice charity that supports adults and children with terminal and life-limiting illnesses.
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Third Hope
Third Hope are a charity based in Uganda that focus on the long-term rehabilitation of ex-child soldiers.
Read more Google reviews“Since working with Paul and the Tandem team we have totally and positively changed our view on our financial position. Their positive attitudes coupled with sound financial investment advice has enabled us to look to our future with a fresh eye. Our bucket list now seems eminently doable!”
Anina Castle