Our Team

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).

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.

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.

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.

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).