For individuals and families we can provide holistic financial planning to help protect people and their loved ones, to help plan for a rewarding retirement, and ensure that wealth is passed down to future generations.
Businesses and business owners will have additional needs and concerns. For these we are able to ensure that the business is protected and that wealth is able to be generated and maintained. We will do this by careful integration with a company’s other trusted advisers such as their Accountants and Solicitors, whilst at all times ensuring the highest standards of quality of advice. A full financial review will initially be carried out to ensure that all aspects of your circumstances are assessed. Any immediate concerns will be addressed and we will also conduct regular reviews to ensure your needs are adequately catered for in the future.
Tandy Financial Services was established in August 2008 by Wayne & Suzanne Tandy and has become one of the successful regional Independent Financial Advisers in the area.
The success of the business is attributed to client referrals and the exceptional service provided.
As a business, Tandy Financial Services firmly believes that a personal service delivered by experienced, professional and committed staff will be rewarded with long term relationships.
Financial services is becoming ever more complicated and specialised and the importance of high quality advice, that is both impartial and independent, is even more essential.