Jonathan Rowe

Jonathan Rowe

Pentagon Wealth

Minimum savings/pensions: Over £100,000

0203 544 6810
Based in Southgate
View location

Verified since: August, 2019

5 out of 5

53 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

    Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Jonathan has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jonathan has provided information on their typical fees

    Jonathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 15

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Jonathan

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 15 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 March 2025

    Jonathan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Jonathan has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Jonathan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jonathan has provided information on their typical fees

    Jonathan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 15

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Jonathan

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Jonathan (based on 15 first impressions)

I am helpful, friendly and make clients feel at ease and everyone who has a meeting leaves with enhanced peace of mind. I have been a qualified Financial Adviser since 2014, (Chartered from 2020) and my area of expertise is Pensions and Investments. I recommend bespoke cost effective investment solutions appropriate to each individual client's goals. My first career was in Investment Banking where I spent 17 years as a fixed income trader in 3 top tier Investment Banks.

Offers available through VouchedFor

Contact Jonathan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jonathan's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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Adviser Disclaimer

Pentagon Wealth is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances