Live life
by design
Our mission is to help business owners, families, and individuals get the most out of life with our unique approach to planning. Our ethos is that our clients should benefit from investment growth, not us, that’s why we’re a fixed fee lifestyle planning service.
Our fixed fee approach is fairer and more transparent.
As a values-led, people-first business, we don’t believe in benefitting from your wealth.
Unlike far too many traditional financial advisers, we don’t charge percentages or present you with confusing data and variable, inexplicable fee structures.
It’s time to create a plan & grab life
Life can become complex and it can be hard to feel in control and confident you’re making good decisions.
We’re here to help you clarify what you want from life and create the plan that will bring your vision to reality.
Our unique, holistic approach encompasses your finances, your health & wellbeing as well as your to-do list of fun and adventures.
Once your plan is in place, we work alongside you to keep you on track.
We ensure you build towards your long-term goals whilst ensuring you can make the most of every day, spending time with the people who matter most, and doing the things that are meaningful to you.
Our Services
We provide a unique blend of services to help you and your family enjoy life to the full.
You may need only one aspect or you may need all three – it depends on your personal plan.
Xentum Financial Planning
What’s your money for?
A lifestyle financial plan helps you use your wealth to live as you wish now and in the future. It’s the key to living by design, free of anxiety or indecision over money.
Xentum Wellbeing
Do you know what you really want and need?
Our series of well-being events focused on the values and benefits of a quiet mind, are a space to get in touch with what you want and need to live a healthy, happy life.
Xentum Adventures
What experiences do you want to have?
Whatever is on your bucket list, we’ll provide the inspiration & organisation to help you go where you want to go and do the things you want to do, all within your long-term financial plan.
More information coming soon.
The Benefits
A plan helps you clarify what’s most important to you and live life by design, not default.
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Achieve
life goals -
Make confident
decisions -
Ensure your finances
support your plan
Ready to get started? Arrange an initial discussion with a member of our team today.
Book an exploratory callGet in touch with ease via the form below
Have any questions?
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Phone us: 0161 546 7452
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Email us: grablife@xentum.co.uk
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Meet us: Moss Wood, Seven Sisters Lane, Knutsford, Cheshire, WA16 8TH