Adam's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 33 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 9 )
£100k - £200k ( 8 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My private pension is managed by Penlife.
How has Adam Dent helped you?
Adam always provides the financial advice l am looking for in all aspects of managing my pension.. I find Adam to be professional, knowledgable and someone who listens respectfully to me and then offers his considered advice. He is also a very approachable, warm and empathic person.
Have you seen the outcome you were hoping for?
Yes, l am happy with the outcomes that have been achieved; despite the current financial insecurity.
What could they have done better?
I believe Adam/Penlife have done all that they are able to do regarding my pension.
Adam:
Thank you for taking the time to leave me a review and for your very kind words, it really means a lot. I look forward to seeing you in the near future. If you need anything then please let me know.Review
by a verified client in Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser retired
How has Adam Dent helped you?
Yes somewhat
Have you seen the outcome you were hoping for?
Somewhat
What could they have done better?
Don’t know
Adam:
Thank you for your wonderful review, it is really appreciated, and I'm glad that you are happy with the advice provided. I look forward to seeing you both very soon.Review
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In need of advice
How has Adam Dent helped you?
Regarding forward planning for retirement
Have you seen the outcome you were hoping for?
Begun to
What could they have done better?
Perhaps planned meeting twice a year,
Adam:
Thank you for taking the time to leave me a review, it really means a lot. It’s been great working with you to achieve your goals and I continue to look forward to working with you in the future. If you need anything then please let me know.Review
by a verified client in North Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on where to place pension savings.
How has Adam Dent helped you?
Adam has been extremely helpful in explaining and guiding us through financial advice.
Have you seen the outcome you were hoping for?
As with all financial advice this is a long term plan.
What could they have done better?
I’m not qualified to comment .
Adam:
Thank you for taking the time to leave me a review. It’s been a pleasure in helping you both with your savings and pensions to plan for a better future. I hope to speak to you soon.Review
by a verified client in North Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for a safe pair of hands to handle a pension pot.
How has Adam Dent helped you?
Giving sound, easy to understand, advice.
Have you seen the outcome you were hoping for?
I expect to but it’s a bit too early to say.
Adam:
Thank you for taking the time to leave me a review. It’s been a pleasure in helping you both with your savings and pensions to plan for a better future. I hope to speak to you soon.