Achieve Your Financial Goals with Confidence
The Pentagon Partnership offers a personalized and holistic approach to financial planning, helping you achieve your individual goals and navigate life's financial challenges with confidence.
Our passionate team of experienced advisors will work with you to
- Identify your short, medium, and long-term financial goals.
- Clarify your aspirations for life and career.
- Create a personalized roadmap to success.
- Receive straightforward recommendations and solutions.
- Review and adapt your plan as your life and financial needs evolve.
With over two decades of experience, we have helped numerous individuals and businesses plan for their financial future. We take pride in treating every client with transparency, respect, and a genuine desire to understand their unique needs.
Our journey
From our humble beginnings in 1998, The Pentagon Partnership has established itself as a trusted financial planning firm. We transitioned from an Affiliate Partnership to full FCA authorisation in 2014, ensuring complete independence and objectivity. Today, we stand as a team of dedicated professionals, committed to providing exceptional guidance and personalized solutions.
Who we are
- Paul Jefcoate: With over 30 years of experience, Paul is a seasoned financial planner and Partner at The Pentagon Partnership. He holds the Diploma in Investment Planning and Diploma in Regulated Financial Planning.
- Darryl Bradford: A talented mortgage and protection specialist, Darryl has been with the firm since 2003 and became Junior Partner in 2017.
- Clive Merritt: A founding Partner of The Pentagon Partnership, Clive has over 30 years of experience in financial planning and holds the Diploma in Investment Planning and Diploma in Regulated Financial Planning.
We believe in
- Tailored solutions: Every client is unique, so we take the time to understand your individual needs and aspirations.
- Transparency: We provide clear and concise information about our processes and recommendations.
- Accessibility: We are committed to open communication and ongoing support throughout your financial journey.
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