Adam's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 38 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 1 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 18 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 26 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 12 )
£100k - £200k ( 10 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received a legacy which we wished to invest wisely.
How has Adam Dent helped you?
Adam is very approachable and takes great care to explain everything to us in a way we can understand. He is extremely helpful and efficient. Nothing is too much trouble for him and his response to queries is exemplary.
Have you seen the outcome you were hoping for?
Given the unforeseeable global events of the last five years, we are satisfied with the return on our investments.
What could they have done better?
Having Adam as our advisor is a delight and we can't think how any improvements could be made.
Adam:
Thank you for your very kind words, and I really appreciate your time in leaving me a review.Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Been with Pen-Life for many years since being in business.
How has Adam Dent helped you?
Of late Adam has not only been an excellent advisor but very sympathetic to my problems. Always answering my emails promptly.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very satisfied.
Adam:
Thank you for your very kind words, and I really appreciate your time in leaving me a review. I know it has been an extremely hard time for you, and if you need anything then please let me know.Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement I received a substantial lump sum which I wished to invest for my family's future
How has Adam Dent helped you?
Adam took over from a colleague I originally dealt with a few years ago. In that time I have been very satisfied with Adam's professional approach; competence; communications and positive approach.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind
Adam:
Thank you for your very kind words, and I really appreciate your time in leaving me a review.Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation from a friend who was already a client of Pen life who passed on your details for advice on my pension
How has Adam Dent helped you?
Guidance and ongoing advise
Have you seen the outcome you were hoping for?
Ongoing
Adam:
Thank you for your very kind words, and I really appreciate your time in leaving me a review. It been great working with your pensions and retirement planning. If there is anything you need then please do not hesitate to contact me.Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future planning and guidance around tax legislation
How has Adam Dent helped you?
Annual reviews and guidance.
Have you seen the outcome you were hoping for?
Long term investment planning has been achieved.
What could they have done better?
Everything was made clear and questions answered
Adam:
Thank you for your very kind words, and I really appreciate your time in leaving me a review.