Meet Adam Dent
Adam is currently working as a Financial Adviser at PenLife, where he has been a part of the team since 2012. He’s now heading towards the daunting task of becoming a Chartered Financial Planner, and hopes to achieve this ambitious goal within 2-3 years.
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.