Testimonials

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.

I wanted someone who would listen to my financial needs, help explain some of the terms and help me to feel in control of my future. I had no relationship with my previous advisor - I felt like I was a burden to him and that the questions I asked were really basic. He made me feel like I didn't know enough and that he didn't have time to help me.

David was the reason we chose Dendro. He is warm, open, supportive and always available. He has given me confidence and control over my investments. I feel like I am now investing where I want to be and in line with my values. I feel like I understand more and I am now in control. 

I am very happy with the experience and outcome and I would recommend Dendro and David to others. David went above and beyond. He was attentive, open minded and hugely trustworthy.

Someone like me would benefit from a conversation – you want advice but don't have all the answers and is curious to learn more.

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.

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.