Testimonials

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.

I have a lack of time to focus on personal finances and a lack of interest in understanding all the detail around personal investment structures and tax. It was hard to find someone who I trusted to have my best interests at heart. I had a few IFAs in the past but they were not particularly proactive and seemed like ‘company men’ who were very scripted and not obvious that they were thinking about my specific context.

I chose Dendro Private Wealth after a personal reach-out. I now feel like our finances are in good shape with someone who really thinks about my personal situation.

David and Dendro provide a personalised service exactly aligned to my needs. I particularly like the short, check-list summaries that I get after meetings that mean I can do the things I need to do, without having to wade through pages of documentation that have already been discussed.

Someone who likes a technical and informed approach but doesn’t have the time or inclination to understand all the detail themselves would benefit from David’s service.

We wanted to get our finances structured properly and have a realistic idea of what our future might look like. Previously we didn't really have an overview of what we had, or know where was best to put it. This left us unable to plan for the future which made us feel uncertain and lacking control.

All information given to us has been comprehensive and clear, and advice has been very well tailored to our circumstances and priorities. David is very organised and good at reminding us of our tasks, which can easily drop down the to-do list in the face of work and family life.

We now have had an overwhelming sense of taking control. Aside from the figures, it has given us an opportunity to have grown-up discussions about money and plans for the future. Furthermore, a comprehensive review of our life insurance policies and the way we keep our money has given a sense of security, as does knowing that David is available to help whenever a new matter arises.

I think it is probably never too early or too late to get in touch with Dendro!

We wanted to manage jointly, consolidate, and build upon our separate pensions, savings and assets to support the needs of our family.

I personally had no previous arrangement (self-managed). My wife had inherited a wealth manager set up by her parents, but who she had no personal affinity with and moreover
lacked agency as was largely managed/invested to a strategy set out by her parents.

I knew David Shaw personally and trusted his advice and confidence. Importantly my wife warmed to him instantly and felt comfortable engaging with him directly. He has helped us identify our financial needs as a family and shone a light on areas where we were lacking versus our personal goals/expectations. He then helped us create a plan that will work to address these over a sensible timeline and in line with our personal preferences. Critically David has given us both a sense of ownership and control that previously didn't exist.

David has taken a lot of the hardcore admin away from us making it as hassle-free as possible. He's just a delight to work with, and has been incredibly generous and accommodating of us.

The experience has been excellent. Full marks all round. I would think anyone who wants to prioritise the financial needs of their family and who doesn't feel they have the time, skillset or inclination to manage this themselves should call him