Welcome to Pentagon Wealth

Personal Finance Society
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.


When it comes to planning for you and your family's financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve.
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We are in a position to fully review and analyse your existing pension provisions in order to recommend the most suitable plan going forward, whilst taking into consideration your current circumstances.
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Retirement Planning

As Financial Planners, our role is to demystify the options available to you at retirement, with the aim of ensuring your savings last a lifetime.
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Estate Planning

Many people believe that inheritance tax only affects wealthy families, however, rising property prices have meant more of us are paying inheritance tax. Pentagon Wealth can help you minimise this liability.
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A mortgage is one of the biggest financial commitments most of us are likely to make and having the right mortgage can potentially save you thousands of pounds. We can advise on mortgages from the whole of the market, ensuring you always get the best deal.
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It’s easy to underestimate your own value. You insure your homes, cars, valuables and pets, but may forget the life protection that would insure the income to provide all of the above.
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100 High Street
5th Floor, The Grange
London, N14 6BN
Pentagon Wealth is the trading name of Pentagon Wealth Ltd. Pentagon Wealth Ltd is an Appointed Representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566. Pentagon Wealth Ltd – Registered Address: 100 High Street, 5th Floor, The Grange, London, N14 6BN – Registered in England, No. 846206