Dennis Tam, director, is a Chartered Fellow in financial services. This is the highest qualification issued by the Chartered Insurance Institute. Also with over 22 years of financial planning experience, Dennis advises private clients on their personal planning as well as companies on their corporate benefit structures.
Paid Search Account Director, ForwardPMX
This is the 2nd house purchase where I have used Dennis’ service and once again he has provided me with a stellar service. Starting from financial advice almost a year before we saw the house we wanted to buy, to recommending a mortgage and supporting us throughout a long and difficult conveyance.
I have recommended Dennis to a friend and will continue doing so. If I need to summarise Dennis’ service in a few words, we received excellent customer service, quick and effective communication and great knowledge.. these qualities were key in making sure our house purchase was successful in the end. Thanks very much Dennis once again!
Nadine Drelaud, CSM, CSPO
Co-Founder at Iterate Digital, Quench Digital & DD at 101 Ways
Dennis is the best Financial Planner / financial expert I have met. He was recommended to me by a friend & I’m so glad to have been advised by him ever since. Not only does he have exceptional knowledge of the industry, but he keeps very up to date with the latest changes in both legislation and what’s going on in the economy (both local & Global) as a whole & how this may impact financial decisions his clients make. He has advised me over the last 6 years on numerous financial situations and products & has without doubt made sure I made the best, most informed decisions (having had his guidance & knowledge on my side). Dennis organised my last mortgage – the most pain free mortgage arrangement I’ve ever experienced, purely due to his incredibly organised & through approach – he takes all the hassle out of a stressful situation. He has advised me on many occasions with financial products & decisions to do with my businesses as well as personal products like life & critical health insurance. Dennis is a rare breed – he knows financial products, services & indeed the whole market inside out, yet he speaks to ‘laymen’ like myself in a jargon free, understandable way, effortlessly translating complex financial landscapes & information into simple easy-to-understand solutions. On top of all of this Dennis helps me make these difficult decisions in a way that is not like any other financial planner / IFA I’ve met – he is not remotely like the ‘sales men’ style financial experts I’ve met before, he is a genuinely nice guy – he cares about the problems & solutions his clients face, putting clients best interests first, which is incredibly refreshing and why I trust him implicitly to put my best interests way before any financial gain on his part. I don’t go to anyone else now for any financial advice, why would I when I’ve already found the best?!
Maureen Sullivan, SPHR, SHRM-SCP
HR Manager, Business Partner at National Veterinary Associates
Working with Dennis has been a highlight of my career! Not only is he a consummate professional, but he is empathetic and kind as well. He has been a trusted advisor that I have leaned upon heavily and could not have done this job without his knowledge and expertise. He gladly makes your problems his and seems to have a solution at the ready, no matter how large or small that problem is. To say that Dennis responds quickly, is a gross understatement as he always returns emails lickety-split; no matter the time, day or night. Dennis is a top-notch professional of which any organization that has him in their corner is sure to succeed!
Senior Marketing Executive at International SOS
Dennis Tam is an extremely professional, helpful, diligent and knowledgeable individual who delivers above and beyond. I would highly recommend him.
Paralegal at Endemol
Dennis is a reliable and approachable broker; he provided invaluable advice and support throughout our entire transaction and he was instrumental in pushing things forward to help us draw everything to a close in good time. He was enduringly patient with me, as a worrisome first-time buyer, and his sensible and straightforward guidance brought clarity and calm to the whole process. I wouldn’t hesitate to contact Dennis again for any financial advice and would highly recommend his services.
Head of Commercial & Legal Affairs at Mother London
Dennis is probably the most dedicated and hardest working broker I’ve had the pleasure to deal with. He will not rest until he obtains the best deal and sees it through to completion. No problem is too difficult, he goes above and beyond the call of duty including by spotting ancillary issues which might be relevant to one’s financial situation. I can’t more highly recommend Dennis for mortgage services.
CEO and Co-Founder
I worked with Dennis to setup our pension scheme at Hutch, he did a brilliant job, educating the team on the benefits and guiding us through the changes to payroll.
Mika Miller, PHR
Organizational Development Manager at Getac USA.
Dennis is an outstanding professional and has an impeccable touch in customer service. I feel confident that all of my requests and concerns for Dennis will not only be answered correctly and in a timely manner, but his delivery is always friendly. Any employer would be lucky to have him.
I’ve worked with Dennis as my IFA since ’99 when he helped with my first mortgage through to providing support and advice for my business and employees.
I have always found him to be an excellent professional and one of the nicest guys that you could wish to work with – as 13 years of advice as shown.
And I would have no hesitation in recommending him.
Founder of BleepBleeps
Dennis has always provided insightful advice in an informal way.
Victoria Arkhurst – ORM, CRISC, CISA, CISSP
Director – Technology & Operational Risk Management, Group Risk Management at Manulife
Dennis is a highly experienced Financial Advisor who is trustworthy and dedicates his time to achieving his clients personal financial goals and financial security. I have recommended Denis to a lot of my friends and colleagues and they have all been very satisfied with his services. He is fair, honest and provides excellent professional financial advice. I would highly recommend him to anyone.