Paul Cleworth

Tandem Financial Ltd

Session: Beyond £1m: Building a business that truly matters – the Finance Geeks share their journey
Time: 12:10 PM – 12:40 PM
Location: Connaught Rooms 1-2

Paul Cleworth is the Managing Director of Tandem Financial Ltd, a directly regulated, independent financial planning firm based in Hertfordshire. With over two decades of experience, Paul specialises in helping successful individuals and families  achieve long-term financial independence through evidence-based investment strategies and deeply personalised financial planning.

Paul is passionate about blending technical expertise with behavioural insight to deliver clarity, confidence, and peace of mind to clients. Under his leadership, Tandem has become known for its client-centric approach, transparent fee structure, and a distinctive outdoor-themed, brand built around planning life’s big adventures.

In addition to advising clients, Paul co-hosts the Finance Geeks podcast and speaks regularly on the importance of authenticity, professionalism, and purpose in building a thriving advice business.

See: https://linktr.ee/tandemfinancial for all of our websites.

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