Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take.

Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future.

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About Us

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The Pentagon Partnership, was formed in 1998 and has gone on to provide an excellent service for many individuals and businesses. Initially trading as Appointed Representatives of a network, a decision was made to apply for direct authorisation to the Financial Conduct Authority. This was to ensure that our independent status would be unaffected by "outside influences and any perceived bias".

Our Services

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As financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Of course, we'll be happy to discuss your own personal situation and goals with you.

Digital Services

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We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online. That's why we're introducing our new Digital Services to provide you with real choice.

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