About Us
Pentins: your financial future in professional hands
For over 30 years, Pentins has been helping people plan their financial future with confidence. Our clients include business owners, families, retirees, and trustees – all looking for clear, independent advice they can trust. 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 advisers collaborate rather than work in isolation
- Together we cover the 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 Managing Director
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Oliver is a Chartered Financial Planner and Managing Director at Pentins.
He works with the team to ensure the firm runs smoothly and that clients receive clear, practical and well-structured financial advice.
As an adviser, Oliver helps clients make sense of important financial decisions, from retirement planning and investments to inheritance tax planning and wider long-term financial goals. His focus is on understanding what matters to each client, explaining their options clearly, and
helping them build a plan with confidence.
Since joining Pentins in 2016, Oliver has combined client-facing advice with a key role in the firm’s operations, helping to maintain high standards across the business. Originally run alongside Sam, now she has taken more of a back seat Oliver assumes the figurehead role and runs Pentins.
When out of the office Oliver is either spending time with his family, building Lego, playing or watching sport.
Daniel Barrett
Chartered Financial Planner
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Dan is a Financial Planner specialising in investments, pensions and retirement planning, as well as inheritance tax planning. Dan enjoys working with clients to answer all their important financial questions such as “when can I retire?”, “how can I make sure I don’t run out of money in retirement” and “how can I make sure my kids inherit as much as possible?”.
He strongly believes in a collaborative approach to financial planning. He won’t just tell you what he thinks you should do with your wealth, instead he’ll work with you to come up with a plan that works for you – every client is unique.
Personal finance can be confusing, so Dan’s aim is to simplify the jargon and help you make the sorts of financial decisions which will benefit you and your family for the rest of your lives.
Qualifications
- Advanced Diploma in Financial Planning
- Chartered Fellow of the Personal Finance Society
- BSc (Hons.) Geology
About Dan
Outside of work I love to watch my beloved Chelsea FC play and enjoy walking my chocolate lab, Remie, with my wife. I have a passion for aviation and having recently achieved my Private Pilot’s License, I can occasionally be seen flying around the Kent skies in an Ikarus C42 microlight (but only when the weather is good!).
Dan Perry
Financial Planner
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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.
Jack Jordan
Paraplanner
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Jack’s First Class degree in Mathematics ignited an interest in pursuing a career in finance, and he joined Pentins in January 2024. He began by working on client administration, and is now involved with paraplanning too. His goal is to continue to increase his technical knowledge, and he has recently completed his Diploma in Regulated Financial Planning.
Qualifications
- First Class Degree in Mathematics from the University of Kent
- Diploma in Regulated Financial Planning
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.
Gemma Perry
Financial Administrator
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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.
Joseph Goddard
Financial Administrator
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Joseph is building his career in financial planning with the ambition of becoming a financial adviser.
He holds the CII Diploma in Regulated Financial Planning and is currently working toward the Level 6 Advanced Diploma in Financial Planning. He has a strong interest in helping clients make confident financial decisions.
Outside of work, Joseph is passionate about fitness and enjoys making music in his spare time.
Michael Andrews
Trainee Financial Planner
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After nearly 18 years with Barclays, Mike built a broad range of experience across Operations, Branch Management, and Community roles. Throughout this time, he developed a strong passion for financial wellbeing, helping customers understand and manage their finances effectively to achieve their personal goals.
Building on this experience, Mike joined Mick and Dan as a Trainee Financial Planner. He is committed to supporting clients on their financial journeys and helping them make informed decisions about their future.
He is currently working towards his CII Diploma in Regulated Financial Planning and continues to develop his knowledge and expertise within the profession.
Qualifications
- Certificate in Mortgage Advice and Practice (CeMAP)
- Currently working towards the Diploma in Regulated Financial Planning (Chartered Insurance Institute)
About Mike
Outside of work, Mike enjoys spending time with family and friends and travelling with his wife. He is a keen sports fan who enjoys attending Chelsea F.C. matches and playing squash in his spare time.
Kelly Whiting
Office Manager & Trainee Supervisor
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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.
Mick Rendell
Associate Financial Planner
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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).
Sam Secomb
Chartered Financial Planner and Director
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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.
Pentins FAQs
The Pentins name has a long history in Canterbury. Pentins originally began as an accountancy firm in 1926, with financial planning later developing as part of the services offered to clients.
Pentins Financial Planners has continued to evolve over the years, while keeping the same
focus on building long-term relationships and helping clients make good financial decisions.
Yes. Pentins Financial Planners has been owned by the Secomb family since 2016. While we have grown considerably since then, we have deliberately retained the personal feel of a smaller firm. We want our clients to know the people they are dealing with and to feel that they
can pick up the phone and speak to someone who knows them.
Yes. You will have a Financial Planner who takes responsibility for understanding you, your circumstances and what you want to achieve.
However, you don’t just get one person. Your Financial Planner is supported by our wider team of planners, paraplanners and administrators, who work together behind the scenes to look after your financial plan.
Financial planning involves much more than the conversations you have with your adviser.
There can be research, tax calculations, cashflow modelling, investment analysis, pension work, administration and ongoing reviews involved. Having a team with different skills and experience means we can bring the right people into your planning when they are needed.
It also means your relationship with Pentins isn’t dependent entirely upon one individual.
Our Paraplanners work closely with our Financial Planners to turn conversations and ideas into detailed financial planning.
They undertake research, analyse different options, complete calculations and help prepare recommendations and reports. They are an important part of the advice process and often develop an in-depth understanding of our clients’ financial arrangements.
Professional development is very important to us. Our Financial Planners hold professional financial planning qualifications, with Chartered and
Fellowship-level qualifications represented within the business.
We also actively encourage our paraplanners, administrators and developing advisers to work towards further professional qualifications. We believe that learning shouldn’t stop once somebody becomes qualified.
Yes – but we’ve tried to grow carefully. In 2022 another established team joined Pentins, bringing additional experience particularly in working with businesses, employers and workplace financial planning.
As we’ve grown, we’ve looked for people who share our approach to clients rather than simply trying to become a bigger firm for the sake of it.
We want financial planning to feel collaborative rather than something that is simply done to you.
That means helping you understand your options, talking through the consequences of different decisions and giving you the confidence to make informed choices. Our job isn’t just to tell you what financial product to buy. It’s to help you understand where you are, where you want to get to and how your finances can help you get there.
Your Plan starts here
At Pentins, we help people make confident financial decisions for today, and for the future. Whether you’re planning to retire, sell a business, pass on wealth, or simply make sense of your finances, we’re here to help you make a clear, confident plan that’s built around what matters most to you.
Start with a free, no-obligation chat – we’ll help you decide what’s possible.