Pentagon Wealth

Independent Financial Adviser  Regus, London, Greater london, N1 7AA
First meeting at adviser's own cost
Our aim is simply to advise, and support you, in order for you to make the right choice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
William Barr Will
FinancialAdviser
What our clients say
Will is extremely helpful and understood my requirements and delivered accordingly. I will be using him again and I would definitely recommend him if you need financial advise. April 10, 2014, Tina was William's client
Tina Hayward, London
I first met Will back in 2008, I asked him to 'look' at my investments, as I felt my current adviser, was not taking care of my investments. I am extremely pleased with the service Will provides, my investments are reviewed regularly, to ensure they are on track. the performance has been way above, what it had been previously. I have recommended Will, to friends and business associates.
Ian Axon, Hemel Hempstead
Having been made redundant and wanting to allow some draw down and consolidation of pensions with some general financial advice. William ensured a smooth transition of my pensions into a single pot. I was then able to draw down some funds allowing me to set up as self employed following my redundancy. William then provided additional advice and support on the best investments for my pension pot and this has enabled me to bring my pension fund back towards the levels I had prior to the draw down. The results were exceeded my expectations which has ensured my funds have continued to grow over the last few years.
Trevor, UK
About us

A partnership dedicated to high-quality advice

Our services

Wealth Management, Investment Management, Retirement Planning, Family Protection, Corporate Benefits, Inheritance Tax Planning
Providing fully independent financial advice in all areas of personal financial planning supported with over 16 years experience.

Where to find us
Head office address: Regus, Electric Avenue, Greater London, Enfield, EN3 7GD
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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