PARTNER & BOARD MEMBER

LONDON LAW FIRM

Max helps me by giving clear, well set out advice and keeping my options simple and straightforward.  He is pro-active and diligent.

The result of our ongoing discussions is that I understand my financial position better than I otherwise would have and I have been able to make good and sensible provisions for the future.

What I particularly like about the approach is the combination of diligence and efficiency without being pushy or taking up too much time and, at the same time, keeping things pretty straightforward.

To summarise, I find the experience very good.  Max manages to lighten the burden of the boring task of financial planning and prudence

RETIRED SURGEON

My investments consist of a SIPP, ISAs and an Investment Portfolio. Because of my personal circumstances the investment strategies for each of these differs. I therefore needed a Financial Advisor who could give not only a personal service with structured advice but also introduce me to the appropriate Investment Company and Manager.

I found such an advisor in Max. As well as being charming and friendly he has given me just the advice and introductions I needed to achieve these aims. Our meetings have been at mutually convenient times and places, either in London or at my home. He is immediately available for advice and updates and keeps me informed of current market conditions and my own portfolios.

I am delighted that Max is my Financial Advisor and can strongly recommend him and Dendro Private Wealth.

PLASTIC SURGEON

Neil has become an indispensable financial guide to my wife and I, and our family, always taking time and care to understand our circumstances, our plans, ideas and aspirations. His capacity to recognise our financial requirements and optimise our resources has been faultless.

Neil is always available for meetings, calls and discussions, fully explaining the technical structure of our financial needs and all the options available. As a result of his endeavours we have moulded our financial planning into a clear, comprehensible and efficient framework, with provision of regular updates and explanations.

I greatly value the care, time and personal attention Neil provides at Dendro, the most professional of financial advisory services. It is particularly comforting to work with someone who so completely understands our needs and concerns, and who takes time navigating us through the complex and unpredictable world of financial planning.

In summary the nature of attention and advice provided by Neil is of the highest professional standard, delivered in a thoughtful, attentive and comprehensible fashion. Without hesitation I highly recommend Neil and Dendro to friends and family.

PARTNER,

BIG FOUR ACCOUNTANCY PRACTICE

Neil and his colleagues have been a great help in looking after me and my family’s financial planning and other investment needs.  He not only has a wealth of experience in all money matters from his successful time at Coutts, but crucially he also understands the complexity of the way Deloitte operates and the ever-changing world of our audit restrictions.

The other attribute of Neil’s that I really value is his understanding of my time constraints.  He will always seek to work around my diary constraints and has developed a great relationship with my EA. One of his key skills is that explains things clearly in layman’s terms the answers any financial questions we have and will take the time to analyse and discuss the options with me and with my wife.

In particular, as a result of our recent discussions I’m now confident that we have a clear path towards our financial goals in retirement.  We feel very comfortable with the financial arrangements we have made and know that Neil is looking after our best interests.