Your Dedicated Advice Team

We don't believe it's possible for one individual to be technically skilled in all areas of financial planning. That's why we've assembled a team of specialists, each experts within their respective fields. If you seek advice from Petrus Financial Services your affairs will be looked after by a financial adviser with specialist expertise and experience to advise you on your specific needs or areas of concern.

  • Philip Dendy, MD and Chartered Financial Planner

    M: 0797 098 4379 | T: 0845 006 3300

    Philip is one of our founding Directors. He has 23 years’ industry experience and is a technical pensions specialist, familiar with the detailed financial planning needs for the at-retirement market.

  • Nigel Pearce, Founding Director

    M: 0774 024 6492 | T: 0845 006 3300

    Nigel is a founding Director. He has 25 years’ experience and is an investment specialist. His main area of technical expertise is in Inheritance Tax and Long Term Care planning.

  • David Main, Founding Director

    M: 0780 126 1914 | T: 0845 006 3300

    David is one of our founding Directors, with 28 years’ experience. He is an investment specialist, with a particular interest in solving complex tax issues, particularly inheritance tax, for our clients.

  • Georgina Warwick, Director

    M: 0783 793 8442 | T: 0845 006 3300

    Georgina was appointed Director in 2010. She is a specialist in compliance and adviser firm infrastructure. Today she is responsible for ensuring that all of our systems, processes and procedures are compliant.

  • Charles Burchhardt, Financial Advisor

    M: 07956 411603 | T: 0845 006 3300

    Charles joined Petrus as a Financial Advisor in 2008 and has 33 years’ experience. He concentres on tailoring investment and protection solutions for clients immediate or future retirement and financial security objectives.