About Pentins Financial Planners

The financial services industry moves very quickly. So it’s very difficult for the non-specialist to keep pace with new products, services and special deals.

That’s where your qualified financial adviser comes in. At Pentins we have been advising clients on financial matters since 1986.

Meet our Independent Financial Advisers & their Support Team

Pentins Financial Planners is headed up by Chartered Financial Planner Samantha Secomb and her son Oliver Secomb, also a qualified investment adviser. Both mother and son have worked individually for other organisations in the past and have recently (2016) teamed up at Pentins.

Our clients are looked after by a team which includes qualified paraplanner Dan, experienced administrator Kelly and our newest team member Jack.

Samantha Secomb

Chartered Financial Planner and Managing Director

Samantha Secomb

Samantha Secomb joined Pentins as their Chartered Financial Planner 2015. As a shareholder and Director of the business she champions practices described as:

independent, unbiased and whole of market, but in her own words these are all just various ways of saying

“we put our clients best interest at the heart of all we do”.

Samantha is a Fellow of the Personal Finance Society which is widely accepted as the premier qualification standard for advisers in this country. Having reached the top in her professional qualifications she is currently studying with Warwick Business School for her Master’s in Business Administration (MBA).

Sam is passionate about her work and enjoys making a difference for the benefit of clients.

She is often heard to say “we are good for our clients and proud of ourselves” as this is Pentins ethos.

Oliver Secomb

Independent Financial Planner and Operations Director

Oliver Secomb

Oliver joined Pentins in 2016 to support the management of the business and develop into an advice role after five years of experience as a paraplanner with his previous employers.

As a Director, Oliver is tasked with keeping the business running smoothly in the background alongside Sam.

As an adviser, Oliver looks after the Pentin’s clients to ensure they remain the pinnacle of our work.

Achieving a 2:1 BA Hons in Finance set him on the path to enter the Financial Advice sector as a career, joining Financial Services in 2011. Oliver has achieved a Diploma in Regulated Financial Planning, along with many other designations, and is working toward Chartered Financial Planner status

Always looking to push himself physically, Oliver pursues his passion for sport and competition on a regular basis outside of work hours.

Daniel Barrett Dip PFS

Financial Services Paraplanner

Daniel Barrett

Originally trained as a Geologist, Daniel spent a decade living in Western Australia working in the mining industry before moving back to the UK to pursue a career in Financial Services. Daniel joined Pentins in November 2018 as a Paraplanner and supports the firm’s Advisers with Pensions, Investments, Tax Planning, research and Suitability Report generation.

Daniel holds the Diploma in Regulated Financial Planning and the Certificate in Pension Transfer Advice. He conducts most of our analytical research and is our go to person for technical details. Daniel is charged with researching solutions for our clients and communicating our advice in writing. He continues to study and is developing toward Chartered Financial Planner.

In his spare time Daniel enjoys running, football and walking Remie the chocolate Labrador.

Kelly Whiting

Financial Services Administrator

Kelly Whiting

Kelly has worked in the financial services industry for nearly 25 years and with Pentins since 1999. As a senior member of the team Kelly is responsible for preparing client portfolio reviews. Kelly’s patience and commitment to developing newer members of the team is vital to our apprenticeship program.

Outside of work Kelly enjoys baking, catching up with friends and walks with the family cocker spaniel called Blue

Jack Warner


Jack Warner

Jack joined Pentins in January 2019 on our apprenticeship program. He assists the other members of team with administrative tasks, such as liaising with providers, making sure we have accurate data on our systems and dealing with our incoming and outgoing post.

In his spare time Jack is usually playing darts which is a hobby he has taken to a competitive level. He also enjoys socialising with friends and spending time with his family.

For more information about our independent financial services and wealth management please call 01227 931531 and book your free one hour consultation with one of our financial advisers