About Us...
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That’s where we can help.
We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
The Pentagon Partnership was formed in 1998 and has gone on to provide an excellent service for many individuals and businesses. Business partners, Clive Merritt and Paul Jefcoate have a wealth of experience and have been dealing with the needs of clients for over 25 years each. Darryl Bradford has been with the company since 2003 and works on the same principles as the Partners, treating every client as they would wish to be treated themselves, fairly, promptly and with a tailored service on all occasions.
Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?
Our Advisers
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Clive
Merritt
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Paul
Jefcoate
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Darryl
Bradford
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