Tandem Financial Ltd (NOT Tandem Bank) - Hitchin

Tandem Financial Ltd: A Trusted Financial Consultant

Tandem Financial Ltd, located at The Barn, Green Farm, Bendish, Hitchin SG4 8JD, United Kingdom, is a respected financial consultancy dedicated to providing comprehensive and personalized advice to individuals seeking to navigate their financial futures. This established firm distinguishes itself through a commitment to client success and a proactive approach to financial planning. While often confused with Tandem Bank, it’s crucial to note that Tandem Financial Ltd operates as a distinct entity focused solely on financial consulting services. Their core function revolves around empowering clients to make informed decisions regarding their investments, pensions, and overall financial wellbeing.

Specialties and Services

The primary specialty of Tandem Financial Ltd lies in acting as a financial consultant. They offer a broad spectrum of services designed to cater to diverse client needs. These services typically include, but are not limited to:

• Pension Planning: Guidance on maximizing pension contributions, understanding different pension types, and planning for a comfortable retirement.
• Investment Advice: Tailored investment strategies designed to align with individual risk tolerance, financial goals, and time horizons.
• Financial Planning: Holistic financial planning encompassing budgeting, debt management, and long-term financial security strategies.
• Retirement Planning: Detailed projections and strategies for a smooth transition into retirement.
• Independent Financial Advice (IFA): Providing unbiased recommendations based solely on the client’s best interests.

Tandem Financial Ltd emphasizes a client-centric approach, prioritizing clear communication and building long-term relationships. They understand that financial decisions are deeply personal and require careful consideration.

Location and Accessibility

The firm’s physical address at The Barn, Green Farm, Bendish, Hitchin SG4 8JD, provides a professional and welcoming environment for client consultations. Accessibility is a key consideration, with the premises offering a wheelchair-accessible car park and a wheelchair-accessible entrance. Furthermore, the facility includes a dedicated wheelchair-accessible toilet, ensuring inclusivity for all clients. A toilet is also available for general use. Appointments are required, and the team strongly recommends booking in advance to guarantee availability and allow sufficient time for a thorough discussion of individual circumstances. The location is strategically situated to be easily accessible to clients in the Hitchin and surrounding areas.

Online Presence and Support

Tandem Financial Ltd maintains an active online presence through linktr.ee. This website serves as a central hub for information about the firm's services, team, and contact details. They also offer online appointments, providing clients with the flexibility to connect with advisors remotely. Recognizing the importance of multilingual support, Tandem Financial Ltd provides assistance in multiple languages, catering to a diverse clientele. The firm’s commitment to technology extends to streamlining the client onboarding process and facilitating secure communication.

Client Feedback and Reputation

Client feedback consistently highlights Tandem Financial Ltd’s professionalism, friendliness, and helpfulness. The company boasts an impressive average opinion of 4.9/5 on Google My Business, reflecting a strong commitment to client satisfaction. The substantial number of 28 reviews on Google My Business underscores the breadth of positive experiences shared by clients. These reviews frequently commend the team’s clear and professional advice, as well as their dedication to guiding clients through complex financial decisions. Many clients specifically mention the valuable insights provided by Paul and his team, praising their ability to deliver excellent results and achieve outstanding account performance. The emphasis on building trust and fostering long-term relationships is consistently noted as a key differentiator.

Key Features Summary

In conclusion, Tandem Financial Ltd provides a comprehensive and accessible range of financial consulting services, underpinned by a dedication to client success and a commitment to building lasting relationships. Their accessible facilities and multilingual support further enhance their ability to serve a diverse clientele.

👍 Reviews of Tandem Financial Ltd (NOT Tandem Bank)

David R.

5/5

My pension been with Paul & his team since 2008 &, with Tandems guidance, has performed well above expectations. Paul & his team have provided me with clear and professional advice throughout this period & have been a great help in guiding me with decisions needed for my account to achieve excellent results. Tandem is a very professional, friendly and helpful company I would recommend to anyone with financial needs.

Philip S.

5/5

Paul has a great team at Tandem Financial. Excellent knowledge on pensions, saving schemes and all sorts of future planning requirements (retirement, tax, estate etc.). The team keep you well informed and have super quick response times. Paul takes the time to talk you through your options and there is no pressure or obligation. I would thoroughly recommend Tandem Financial

Jonathan H.

5/5

I was introduced to Paul Cleworth many years ago and have followed him through to his company Tandem Financial. Paul and his team are highly efficient: they know their stuff and are entirely trustworthy. This, combined with amazing results, is exactly what anyone needs in a financial advisor and this is why I have stuck with Paul for so long and will stick with Tandem in the future.

What is different about Paul from anyone else in this industry, it seems based on what I hear from friends and colleagues, is that he is unbelievably proactive and ready to help and guide me on my financial journey way beyond just looking after investments. Mortgage issues: Paul sorted them. Accounting issues: Paul sorted them. Sudden expenditure: Paul made it work. Paul is now far more than a highly trusted financial advisor, he is the sounding board on much of my non work life. A true gem. I could not recommend him and his team more highly.

Peter M.

5/5

My wife and I have our investments including consolidation of our pension funds looked after by Paul for a number of years now and it has given our finances stability throughout the changes in our life. The best decision we have taken. We are now living comfortably in retirement thanks to Paul and his team.

Patricia H.

5/5

My husband and I have been with Tandem for nearly 6 years now. We can honestly say we would not entrust our money with anyone else!

We have great confidence in Paul and his team. They have done a stirling job of investing our savings and producing a very healthy return.

As clients we feel well looked after, valued and listened too. We have always received good sensible options tailored to our individual needs.

What is different about Paul compared to other Financial Advisors, is that his approach is holistic. He focuses our minds as to what we really want from our retirement, advises us on whether we are realistic financially to afford our ‘wish list’ and actively encourages us to ‘ get out there and chase our dreams’!

So that’s just what we are doing! Thanks Paul!

Neville V.

5/5

I have recently joined Tandem Financial as a new retirement planning customer. I am hugely impressed by Paul Cleworth's extensive knowledge and the efficiency of his team. My on-boarding as a new customer was rapid and painless.

I have no reservation at all in wholeheartedly recommending Tandem to anyone seeking a highly skilled financial advisory service.

Mike N.

5/5

It’s all about trust! We have been using the services of Paul and his team for 10 years now and have built up a great relationship and trust them implicitly. Tandem really are there to plan your journey financially, taking time to listen to your needs and planning goals for your future.

I’d have no hesitation in recommending Tandem to take care of your financial needs

Kirsty R.

5/5

Paul has been my FA for 7 years now. In that time he has given me fantastic advice, gone 'above and beyond' and always makes time for a lengthy discussion when I have had major financial decisions to make. Whether it be pensions, stocks, mortgages or anything else that has cropped up, Paul has been always provided me with detailed options. He even gave me a recommendation for a personal jeweller which turned out to be invaluable. I wouldn't trust anybody else when it comes to financial decision making!