Testimonials

Max has helped me through the labyrinth of pension options, providing clear and concise guidance and explaining the detail in user-friendly language without jargon.  He is a reassuring presence and I have found the process of making this critical investment choice far smoother and less stressful than before.

I feel confident that I will be kept updated with any changes that may cause me to reassess my decision, and also have access to a regular review of investment performance with a clear picture of what options I have at any time.

Neil has dealt with my financial affairs for many years and his advice has been particularly invaluable following a difficult divorce.

He really went the extra mile and has guided me to setting up a simpler but balanced portfolio of pension and other investments with excellent results.

Delivery is always professional and very prompt, but empathetic.

We were looking for help with knowing what we are spending money on, what amount we should be investing and where, and finding someone to keep track of it. Our previous arrangement was too hands off. It was all brand and no game! Plus fees were toppy.

We chose David for his detailed knowledge of our finances and our preferences - not just the usual spreadsheet on recommended pensions etc. Dendro give their attention to the detail and then give us as much or as little of it was we want (being time poor, we prefer the latter!). David has addressed our problems by being very clear on what we need to save, how and when. We have been given options that are the best for us, not to generate fees. We particularly like the brevity of delivery, while trusting that you have done the detail. It is also tailored to us.

We now feel that we are receiving exceptional support and have formed a long term partnership. Anyone with high standards will benefit from Dendro’s service.

We were looking for help with managing our assets, funding a substantial loan and helping with reducing our inheritance tax liabilities. David is our first advisor. We chose Dendro Private Wealth via personal recommendation as we were told that David had an excellent reputation.

We are now systematically working through our issues with David's help and guidance. We like that David is very knowledgeable as well as being friendly, empathetic and approachable. We are very pleased with what has been achieved so far. Anyone who has concerns about how to structure their personal finances, especially with a view to optimise long term decisions would benefit from his service.