Live life by design
We are a team of experienced financial planners who support business owners, families and individuals to get the most out of life.
Create a financial plan which allows you to confidently live life on your terms
Find out more about what we doIt’s time to make your money work for you
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Achieve
life goals -
Make confident
financial decisions -
Simplify your
finances
We are a team of chartered
financial planners who
passionately believe in putting
you first, not your money
Everyone wants to make the most of life – and money can help you, but only if you know what to do with it.
Many financial worries arise from not having a clear vision for the future. If you don’t know how you want to live and how much you need you will always feel as if you don’t have enough, and that can be extremely stressful.
We have helped hundreds of individuals, families and business owners to live life to the full by helping them to clarify what’s really important to them. Let us do the same for you.
With WealthPlan™ we’ll help you get clear about your priorities and then we’ll work with you to create a bespoke financial plan that underpins your short and long-term goals.
Introducing WealthPlan™
WealthPlan™ takes you and your family through a clear process to clarify your goals and create a financial plan that will bring your vision to life.
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1Step 01
Let’s map out your
vision and goals -
2Step 02
Together we'll build your financial plan
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3Step 03
Keep your inspired vision & financial plan on track
Then you can #grablife Find out more about WealthPlan™
Benefits of WealthPlan™
- Create a clear and compelling vision of your future by clarifying your goals & what your money is for
- Understand if you’ve got enough money for now and for the future
- Make good financial decisions with confidence
- Worry less about your finances, focus more on what's important to you
- Remove risk and uncertainty about your lifestyle and financial future
- Know how much is enough to allow you to exit your business/retire
- Have the freedom to spend money on the things that are important to you without guilt or worry
- Work with a team that genuinely cares about helping you and your family.
Case Studies
Swipe to see more
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Xentum takes the risk and mystery out of financial planning. They've made me realise what I was working for and how close I am to achieving not only my business goals, but my personal aspirations too.
David Wood
Founder, Jam Pan
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Xentum gave us confidence in our financial position, freedom to take amazing family holidays, and amazing support in exiting the corporate world.
Rob Mukherjee
Director of Transformation, EveryCloud UK
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It is nearly two years since my solicitor introduced me to Dominic. In hindsight, I wish the introduction had been made sooner.
Pat Dawson
Alderley Edge, Cheshire
Planning to sell your business?
Exit your business with confidence.
If you’re a business owner looking to sell, we can help you get clear about your financial future so you can decide on an exit arrangement to suit your needs. We have worked with hundreds of business owners to achieve financial freedom, let us help you too.
Ready to get started? Arrange an initial discussion with a member of our financial planning team today.
Grab life