ABOUT US
DENDRO PRIVATE WEALTH ARE PROFESSIONAL ADVISORS PROVIDING STRATEGIC FINANCIAL PLANNING, WEALTH STRUCTURING AND INVESTMENT ADVICE TO WEALTHY INDIVIDUALS IN THE UK.

Dendro Private Wealth was established to provide high quality, bespoke, thoughtful advice to high net worth UK individual and families.  Every client will have a unique set of requirements and we will tailor our advice to guide you and your family through each stage of the financial lifecycle

 

We have more than 75 years of experience between us working within financial services and specifically in Private Banking and Wealth Management.

MAX CLEVELAND

 

Max is a Director and Co-Founder of Dendro Private Wealth and is a Fellow of the Chartered Institute for Securities and Investment (CISI).

 

He has spent his entire career in financial services, including 20 years at Coutts where he held roles including Financial Planning Specialist and as a Director in their Wealth Management division.

 

Max specialises in advising UK resident clients on structuring their wealth efficiently and advising on their investment requirements.

NEIL WESTON

 

Neil is a Director and Co-Founder of Dendro Private Wealth.  He provides wealth management advice to partners of the Big Four accountancy practices, Magic Circle law firms, Barristers and medical practitioners. He understands the complexity and financial lifecycle of professionals, including the compliance issues faced.

 

He specialises in building an asset base for retirement and passing wealth, tax efficiently, to the next generation.

 

He is a Fellow of the Chartered Institute for Securities & Investment (CISI).

MATTHEW MCDONALD

 

Matt is highly qualified and experienced in advising clients on bespoke mortgage and insurance solutions across the high net worth sector, particularly when it comes to complex income structures. He develops strong working relationships with his clients that are built on trust, communication and providing an excellent service.

 

Matt joined Dendro after almost 15 years within financial services, the majority of which were spent with Coutts where he advised a variety of clients including partners in the UK’s top law and accountancy firms.  He was then headhunted by a challenger bank to set up and launch their regulated mortgage proposition that focused on supporting entrepreneurs to obtain home finance. This background makes him an exceptionally well-rounded and informed broker.

HELEN JACKSON

 

Helen provides her clients with wealth management advice throughout each financial lifecycle and into retirement.  Helen has spent her career in Private Banking including with Coutts and Lloyds Private Banking before joining the team at Dendro Private Wealth in 2018.

 

Helen is a Fellow of the Chartered Institute for Securities & Investment (CISI) and has been providing advice to high net worth clients for over 30 years. She also holds an Honours Degree in Banking and Finance and is a Chartered member of the Chartered Banker Institute

 

 

DAVID SHAW

 

David provides high-quality wealth management advice, tailored to the individual, covering both current and future financial objectives.

 

Previously, he spent 18 years as a fund manager at BlackRock, Legal & General and the sovereign wealth fund, Abu Dhabi Investment Authority, where he had invested directly in the stock market on behalf of clients.

 

David attended Eton College and Durham University, gaining a Masters in Engineering degree. He is a CFA Charterholder, and holds a Diploma in Regulated Financial Planning from the Chartered Institute of Insurers (CII).

 

 

 

DENDROCHRONOLOGY The science of ageing a tree from its growth rings DENDRO PRIVATE WEALTH The art of establishing strong foundations for long term growth
FTADVISER'S ANNUAL TOP 100 FINANCIAL ADVISERS LIST We’re delighted to announce that Quilter Financial Planning has been included in the FTAdviser’s annual Top 100 Financial Advisers list. Dendro Private Wealth are proud to be members of the Quilter Financial Planning Network (one of the UK's largest financial advice network) and we are particularly proud of this achievement as it recognises our continued commitment to providing quality face-to-face advice for our clients

 

 

 

 

Dendro Private Wealth Limited is Registered as a Company in England & Wales No. 11340762 Registered Address: 3rd Floor, 28 Austin Friars, London, England, EC2N 2QQ

 

Dendro Private Wealth Limited is an Appointed Representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority

 

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited June 2023

 

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register

 

The information and content within this website is subject to the UK regulatory regime and is therefore targeted consumers based in the UK.

© 2018 Dendro Private Wealth. All rights reserved.

 

The Financial Conduct Authority do not regulate Succession Planning, Inheritance Tax planning, Estate Planning, Tax Planning & some Buy to Let Mortgages, Wills & Trusts and Divorce Settlement Agreements