“We have been working with Dan Alder and Montgomery Charles for just over 18 months now after considering a number of Dental Specialist IFAs.With a successful private dental practice and a growing family, we needed sensible, joined up advice on our personal and business finances, both for now and for planning for our future.Dan has proven to be extremely knowledgeable and meticulous in the planning and presentation of our various options.There has never been any pressure to make decisions until we are fully informed and comfortable with where we are heading.Dan has very much delivered on all that he has promised and exceeded our (very high) expectations.I would have no hesitation in recommending Dan and his team.”
Financial Planners
Financial Planners
“We have been working with Dan Alder and Montgomery Charles for just over 18 months now after considering a number of Dental Specialist IFAs.With a successful private dental practice and a growing family, we needed sensible, joined up advice on our personal and business finances, both for now and for planning for our future.Dan has proven to be extremely knowledgeable and meticulous in the planning and presentation of our various options.There has never been any pressure to make decisions until we are fully informed and comfortable with where we are heading.Dan has very much delivered on all that he has promised and exceeded our (very high) expectations.I would have no hesitation in recommending Dan and his team.”