Episode 44: Paul Cleworth
Paul Cleworth
Managing Director at Tandem Financial & Independent Financial Planner
You can also listen to the episode on Spotify and Apple Podcasts.
In this episode:
Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered:
The creation of Tandem Financial and where it is today
Why relationship building is so important to understand clients
Can you do it on your own as an adviser?
Tandem’s approach to marketing and what attracts clients
What approach should you take to equity investing
What the future holds for Paul and Tandem Financial
Guest profile
Paul has been advising clients for over 20 years. He loves engaging with both new and existing clients, helping them find clarity with their finances.
Paul set up Tandem to spend more time with his clients to develop the relationships. He is passionate about accuracy, service and high standards.
Where to find Paul:
LinkedIn: Paul Cleworth
Twitter: @paulcleworth
Website(s) mentioned:
