About Us

We are a team of proudly independent financial advisers based in London but covering the majority of South-East England.

Wherever you are, we are confident that we will be able to provide you with a service that is personal, meaningful, and rewarding.

We are a team of highly skilled professionals with a combined 40 years’ experience advising clients on the full range of Wealth Management products and services.

Our combined individual specialties cover every facet of financial planning and we are proud to offer a bespoke service tailored to each client and their unique circumstances. Our strength lies in our commitment to one simple principle; we work for you. Every aspect of our work is carried out with the aim of improving your financial situation and achieving your financial goals.

Meet our Team

William Barr

Director

Will has been advising clients for well over 30 years and he 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 and his in-depth technical knowledge and experience make him the ideal advisor for those clients with more complex financial planning needs and circumstances.

Will has received numerous accolades throughout his career, and he holds the IFS School of Finance Diploma for Financial Advisors (DipFA).

Whilst giving financial advice is one of Will’s main passions, in his spare time he focuses on his family. He loves sport, is a keen runner, and devotes around 10 hours a month of his spare time to charities close to his heart.

Tel: 07427 387 100Email Me

Jonathan Rowe

Director

Johnny has been a financial adviser for 10 years. Before that, he had a successful trading career in the City of London at investment banks UBS, Lehman Brothers, and Societe Generale. His background in financial markets has granted him expertise in creating outperforming cost effective and bespoke investment solutions for his clients.Johnny has many positive reviews and testimonials on the VouchedFor website.In his spare time he focuses on his family (wife and 4 daughters) and is a keen chess player.

Tel: 07960 617 724Email Me

Please feel free to call us on

020 7082 2385

or email us at info@pentagonwealth.com
and we'll be pleased to help you.

Pentagon Wealth, 100 High Street, 5th Floor, The Grange, London, N14 6BN

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Pentagon Wealth Ltd (FCA No. 846206) is an appointed representative of Julian Harris Financial Consultants (FCA No. 153566), which is authorised and regulated by the Financial Conduct Authority.

Pentagon Wealth Ltd – Registered Address: 100 High Street, 5th Floor, The Grange, London, N14 6BN – Registered in England, No. 846206.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

 

 

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