We are all different. We all have unique dreams and visions.
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It’s about your goals, your dreams, and your wishes. It’s about best advice, making decisions and then travelling with you along the way.
Watch Lindsey and Gordon discus their experience in working with Tandem, early retirement and planning for the future.
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Who we work with
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Professionals and
business ownersWe understand the challenges faced by both business owners and professional clients. Being a business owner or professional is about focus. It’s about managing your time effectively, achieving goals and minimising risks.
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Successful
familiesWe love to work with successful families. For couples, we feel that financial decisions are best made together so we look to get you talking and thinking about your financial futures. We want to help you achieve your goals and ambitions.
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Approaching
retirementTandem specialises in pension planning, retirement planning and helping you achieve financial independence. Let us understand the jargon and fine print and explain to you your options clearly and without complexity.
Because no one’s life follows
the same path…
We are all different. We all have our own thoughts and dreams, our own perception of what it means to live a good life. It is all about balance. We must focus on happiness, live in the now, but also plan for the future. Together with a strategy and guidance, we can move in the right direction.
At Tandem, we think there are eight core elements to financial planning. These form our ‘Financial Compass’; a resource that we hope you use and reflect on for your own journey to financial freedom and fulfilment.
As with setting out on a beautiful walk through a national park, it always pays to plan.
- Have we got all we need?
- Do we know where we are heading?
- Have we thought about the route?
Really, this is all financial planning is – only the path is the strategy, and the journey is the rest of your life. It is all about planning. Making sure that you have thought of everything, covered every post.
Client Stories
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Anthony & Jill
Anthony and Jill Braddon
As a self-confessed ‘petrolhead’, Anthony spent his career working in the automotive and engine development industries. Starting as an apprentice at a company who built racing automobiles and advancing through to senior management… -
Anthony & Sarah
Having lived in Bermuda earlier in life, Anthony and his wife, Sarah, have resided in Hertfordshire for the past 25 years. Anthony has had a successful and varied career in finance. He has run his own consultancy firm which provided advice to hedge funds and small boutique investment firms…
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Paul & Patricia
Retired couple Paul and Patricia have lived in Bedfordshire, North London and Hertfordshire. During their working life the couple owned and ran two successful nursery schools with ‘outstanding’ OFSTED ratings. Prior to this, Patricia taught in the private education sector…
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Gary & Daniela
After completing an Honours Degree in Genetics at Pretoria University, Gary began his career running the Botanical Institute Genetics Laboratory before returning to university to study Dentistry. Gary has been a dentist for the last 31 years, working mainly in private practices…
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Tim & Emma
Emma graduated from Bournemouth University with a degree in Financial Services. A move to London saw her work for variety of City banks and stockbrokers in customer focused roles. Similarly, Tim decided early on that he wanted to focus his education in the fields of business and finance…
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Jason & Sally
Sally and Jason live in Hertfordshire with their young son, Christopher. Originally from Norwich, in 1998 Jason moved to the county where Sally has lived all of her life. The couple enjoy regular breaks visiting family, friends and places of interest and plan one day to buy a beachside retreat…