Helping clients achieve financial freedom, one step at a time.

Tandem exists to help you make smart choices with your money. We aspire to always give best advice, provide service excellence, and build trusted relationships.

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.

Watch the video

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.

Watch the video

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
  • Keech Hospice

    Keech are a hospice charity that supports adults and children with terminal and life-limiting illnesses.

  • Third Hope

    Third Hope are a charity based in Uganda that focus on the long-term rehabilitation of ex-child soldiers.

“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
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Speak to a member of our team on 01438 879262

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