About Us
Pentins: your financial future in professional hands
For over 30 years, Pentins has maximised the future wealth and security of business decision makers and entrepreneurs. Many of these tell us that they want to ensure security for their families, too.
We are an expanding, solid, family-run business that always plans ahead. This means we are with you today, and far into the future.
The Pentins financial team work together for the best results
Our finance team is exactly that: a group of highly qualified advisers who share their expertise. This way we ensure the optimum financial future for our individual clients.
- Our qualified financial advisors don’t hoard – they collaborate
- Together we cover the full wide range of financial strategies and products
- We trust one another – and you can trust us too
The Pentins Team
Success for our clients means everything to us. Whilst you will be designated the best financial advisor to fit your specific needs, rest assured that they are also backed by the knowledge and experience of the whole Pentins team.
Oliver Secomb
Chartered Financial Planner and Operations Director
As Director, Oliver works together with Sam and the team to ensure the business runs smoothly. As a Financial Adviser he looks after client needs and aims, ensuring that effective financial outcomes are at the core of everything Pentins does.
With five years’ experience in finance services, Oliver joined Pentins in 2016.
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- BA Hons in Finance.
About Oliver
I have a huge passion for sport and competition, which I pursue as often as I can outside of work hours.
Sam Secomb
Chartered Financial Planner and Managing Director
As Director of Business and shareholder, Samantha champions good business practices that she describes as: “Independent, unbiased and whole of market.”
She believes that access to financial products from all companies (rather than receiving restricted advice) is vital to providing the best for clients.
Sam loves nothing better than making a difference for the benefit of clients, and does not treat all accounts in the same way. She quickly recognised that a woman’s financial journey often took a different route to a man’s, which led her to launch a fresh and innovative brand called Women’s Wealth. Sam is frequently heard to state: “We are good for our clients and proud of ourselves,” And that is definitely the Pentins’ ethos.
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Master’s in Business Administration (MBA) with Warwick Business School.
About Samantha
I live, breathe and love finance. But when I do find time, I like to horse ride, workout at the gym and dance salsa.
Mick Rendell
Independent Financial Planner Advisor
Mick has over 30 years’ experience as an Advisor in Financial Services. He joined Pentins as part of an established and successful team trio with Gemma and Dan.
As well as supplying excellent advice to enable clients to reach their goals, he has a passion for ensuring their financial wellbeing and education.
He firmly believes in the importance of a strong and honest two-way relationship with everyone he works with, which in the end is most beneficial to both parties.
Qualifications
- Registered Employer Agent with The Pensions Regulator (allowing him to setup and administer Auto-enrolment and Workplace Pension schemes)
- 30 years’ experience advising individuals, as well as SME companies and employees at all levels
About Mick
I have a passion for all things bike, whether it’s road, tandem, cyclocross or mountain. I started out as an engineer, so also love to repair and maintain them for myself and my friends. I take part in running and indoor climbing, and I’m trying to learn Spanish (por muchos años).
Dan Perry
Associate Financial Planner
After 19 years of policing, Dan became a Trainee Financial Advisor with Mick Rendell. He joined Pentins in 2022 as part of an established and successful team trio with Mick and Gemma.
Dan has a strong interest in financial wellbeing, and has achieved several qualifications. He continues to study in his spare time, determined to achieve his aim of helping people to reach their financial goals. Doing the right thing has always been important to Dan, and he has brought this attitude with him into the financial services industry.
Qualifications
- Certificate in Mortgage Advice (Chartered Insurance Institute)
- Diploma in Regulated Financial Planning (Chartered Insurance Institute)
- Currently working towards further exams
About Dan
Outside the office I like to spending time with family and friends. My hobbies include cycling, sailing, and golf, but I’m always up for trying new activities.
Gemma Perry
Financial Administrator
Gemma joined Pentins in 2022, as part of an established and successful team trio with Mick and Dan. Her role soon ignited an enthusiasm for Financial Services, and she frequently works with corporate clients in Group Protection and Workplace Pensions.
Qualifications
- Gemma’s goal is to study towards qualifications that further enhance her industry experience and knowledge.
About Gemma
Outside of work I enjoy going on walks and attending Glee Club (an adult community choir). My son is in the Navy, so I eagerly await his weekends at home, and I love to watch my daughter horse ride.
Michelle Russell
Paraplanner
Michelle moved into Financial Planning after spending 25 years in the pensions administration sector. In her current role, she supports financial planners by conducting thorough research and analysis to formulate effective financial plans for clients.
Qualifications
- Michelle is currently studying for her Diploma in Regulated Financial Planning
About Michelle
Life is busy. I love spending time with family, and dedicate most of my free time to ferrying my twin boys to their many extracurricular activities. However, I really look forward to my walks with the family cavapoo.
Kelly Whiting
Office Manager & Trainee Supervisor
Kelly’s career spans over 30 years in the financial services industry. She has been with Pentins for most of that time, first working as a Paraplanner. She went on to achieve further qualifications and now works in Compliance Support.
This ensures that companies keep within government regulations and includes file checking, internal policy writing and introducing new systems and processes. In addition, Kelly trains and supervises junior members of the team.
Qualifications
- Diploma in Regulated Financial Planning
About Kelly
Outside of work I enjoy family time, reading and catching up with friends. Coastal walks are a favourite thing to do when I can.
Tom Siddons
Administrator & Paraplanner
Tom joined Pentins in 2021 as an apprentice Paraplanner. His primary role is to support the Advisers in completing Client Portfolio Reports and valuations.
Qualifications
- Certificate in Paraplanning (this includes R01, R02, R03 and J09)
- A levels
About Tom
Outside of work I like to travel and see family and friends, as well as keep up with the latest sport – especially my football team, Nottingham Forest. I’ve recently got into basketball and love watching the NBA.
Jack Jordan
Financial Administrator
Jack’s First Class degree in Mathematics ignited an interest in pursuing a career in finance, and he joined Pentins in January 2024.
He has already taken on a supporting role and aspires to achieve the Diploma in Regulated Financial Planning. Long term his goal is to become an Adviser and help people make the best financial decisions for their personal circumstances.
Qualifications
- First Class Degree in Mathematics from the University of Kent
- Studying for R01 exam
About Jack
In my spare time I enjoy watching motorsport and going karting. I like to keep fit at the gym, and relax playing video games.
FAQs
A Financial Planner is the person who helps you work out how to use your lifetime’s worth of resources to achieve the life you want and deserve. It is a role, not a qualification in itself. However, they should have a Diploma in Regulated Financial Planning, or be a Chartered Financial Planner.
Paraplanners support Advisers in the financial planning process and are essential to good practice. They conduct research on products and funds, analyse data and prepare client reports, working with the Advisers to build the client’s personal financial plan.
There are no industry regulations or qualifications for Paraplanners. However, Pentins ensures that their Paraplanners have relevant experience, and to also have (or be working towards) their Diploma in Financial Planning.
- Diploma in Financial Planning
- Financial Services, Regulation and Ethics (R01)
- Investment Principles and Risk (R02)
- Personal Taxation (R03)
- Pensions and Retirement Planning (R04)
- Financial Protection (R05)
- Financial Planning Practice (R06)
Fellow of the Personal Finance Society widely accepted as the premier qualification standard for advisers in this country.