Such an ethical approach is rather extraordinary
When Xentum was created, we made a pact to remain absolutely, totally beyond reproach in everything we do. With prior experience of the financial and legal worlds, we knew the pitfalls to avoid and the practices to adopt. We’ve set up very clear ways of working to ensure we’re accountable, completely transparent, fair and ethical.
In contrast to these very formal and strict business principles, we’re actually a very personable firm. Totally unstuffy, friendly, honest , helpful and, best of all, we’ll talk to you in English not financial mumbo jumbo.
We specialise in financial planning for people with between £1million - 10million
of assets.
We work very closely with our clients, often extending our services to family members where things overlap, for example with grandchildren’s trust funds
or inheritance tax planning. Or simply because clients want to keep Xentum
in the family.
We also encourage relationships with other, similarly qualified professionals such as solicitors and accountants so that, as a multi-disciplinary team, we can draw on combined experience and provide a comprehensive service for our own and each other’s clients.
Within the financial world, our bonds with other companies are also strong, enabling us to provide preferential products. That said, we’re genuinely impartial and only ever select products based on their suitability. In fact, much of our work is fee based, so the issue of commission doesn’t muddy the waters.
