About us
Our story, team, values, and professional standing — so you know who sits across the table.
Our story
We are a team of proudly independent financial advisers based in Southgate, covering the majority of North London. Wherever you are, we are confident we can provide a service that is personal, meaningful, and rewarding.
We are highly skilled professionals with a combined 40 years’ experience advising clients on the full range of wealth management products and services. Our strength lies in one simple principle: we work for you — every aspect of our work aims to improve your financial situation and achieve your goals.
Our team
Real people, real photos — the humans behind your plan.
Director
Will has been advising clients for well over 30 years and is passionate about accuracy, service, and high standards. He advises both personal and corporate clients on the full spectrum of investment, life, and insurance products. Capital investments, pensions, and tax planning are his areas of particular expertise — ideal for clients with more complex financial planning needs.
Tel: 07427 387100
Email: wbarr@pentagonwealth.com
Read Will’s VouchedFor reviews →
Director
Johnny has been a financial adviser for 10 years. Before that, he had a successful trading career in the City of London at UBS, Lehman Brothers, and Societe Generale. His markets background supports cost-effective, bespoke investment solutions — with many positive reviews on VouchedFor. Outside work he focuses on his family (wife and four daughters) and is a keen chess player.
Tel: 07960 617724
Email: jrowe@pentagonwealth.com
Read Johnny’s VouchedFor reviews →
Head Office Manager
Ava is the Head Office Manager and plays a key role in supporting both clients and advisers through detailed research, due diligence, and ongoing compliance oversight.
Tel: 020 7946 0000
Email: avah@pentagonwealth.com
Our values
We recommend what we would stand behind for our own families — no exceptions.
If it cannot be explained plainly, it is not ready to decide on.
Process beats noise — especially when headlines try to pull you off course.
We work alongside your accountant and solicitor when it improves outcomes.
Accreditations
Independence and conduct standards you should expect from a modern advisory firm.
Our office
Based in Southgate and serving families and business owners across all of North London — with meetings in person, by video, or at a location that suits you.
Pentagon Wealth
020 7082 2385
info@pentagonwealth.com
Next step
Use our contact page for office details, enquiry form, and booking a call.
