We believe that the creation of a financial plan should be a holistic and bespoke process.
Our services cover all aspects of your financial needs and provide you with the optimum solution to fill any gaps that we identify in your current financial circumstances.

For that reason, our process is about you, your current challenges and your most important aspirations; big and small, short and long term.

In order to create your plan, we follow a five-stage process which is normally followed by our ongoing review service. Therefore, should your situation, needs or goals change, we are here to ensure your plan is still serving your best interests.


At a free initial consultation, we begin by learning what is important to you and your current financial goals. We also collect your personal information and explain our fee structure. The consultation will close with a summary of our findings, and our suggested next steps toward a tailored, yet realistic, solution to your needs. There is no obligation to proceed at this stage, and no costs will have been incurred. At this point, you will know the cost of the proposed service and, if we are in agreement, we can continue to the next stage.


At this point we now fully analyse your financial situation. We will use the information gathered about you to thoroughly assess your financial position, using our extensive knowledge of financial markets. We will then diligently research potential opportunities for meeting your needs.


We will create a bespoke financial plan, recommending the best financial solutions to achieve your goals. At a second meeting, we will explain our research and recommendations so that you can make fully informed decisions. We will take you through our report step-by-step, and you can then take the report away and give it due consideration before agreeing to move forward. Any changes we might agree, can be incorporated at this stage.


Once you feel that you can make a fully informed decision to proceed, and you have given us your consent to do so, we will begin the process of implementing our recommendations. We will assist you in completing all the relevant forms and ensuring your applications are processed by the relevant investment houses and providers in a timely manner.


We will then monitor your arrangements and review your financial plan and investments at the regular intervals we will have agreed with you. It’s important that any investments are regularly reviewed to ensure that they are optimised for any changing personal circumstances, economic changes, tax legislation and/or regulations.

Contact our specialists today for more information

Contact Us
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