Meet Adam Dent

Chartered Financial Planner

At work

Adam joined PenLife 2012 as an apprentice and after dedicating several years of hard work and study, (most of his weekends and evenings were spent with his head in a book!), he qualified as a Chartered Financial Planner in 2022. Adam also became a Fellow of the Personal Finance Society in 2023. Adam’s expertise is listening to people’s aspirations, then guiding them every step of the way to the right financial path. He finds the most enjoyable aspect of his role is being a part of making a positive difference in people’s lives; whether that’s creating a plan so they can retire earlier than expected or helping their children onto the property ladder. With specialisms in retirement planning, including pension, investment and tax planning, Adam helps people make sense of their finances without the confusing jargon. Adam also provides help and support to the younger members of the team, helping them with their studies and coaching them through their financial services journey.

At home

Adam is very sports driven, he’s a keen rugby player and having experienced the game at a professional level he’s now taking it slightly steadier by playing at amateur level with Heworth ARLFC. He has recently taken up golf, but as all keen golfers will know it is a lot harder than it looks and he ends up digging his ball out of the bushes most of the time!

The important stuff

All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.