It’s time to align your financial and lifestyle goals
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.
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.
Let’s map out your
vision and goals
Together we'll build your financial plan
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.
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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.
Founder, Jam Pan
Xentum gave us confidence in our financial position, freedom to take amazing family holidays, and amazing support in exiting the corporate world.
Director of Transformation, EveryCloud UK
It is nearly two years since my solicitor introduced me to Dominic. In hindsight, I wish the introduction had been made sooner.
Alderley Edge, Cheshire
We’ve worked together for a very long time now, I absolutely trust the team implicitly. Dominic is a very values-led person and that permeates the entire company.
Ian & Pam Mahoney
Kingston upon Thames
Xentum have been financial advisers to our family for over ten years. The team are friendly, committed, expert and trustworthy - we feel very well looked after. It makes such a difference to work with people who take the time to understand our needs, and who always have our best interests at heart.
It is rare to work with a company over so many years. We have done so because the team is driven by sound values and continually demonstrates their genuine care for the wellbeing of their clients. We couldn't recommend them highly enough.
Colin & Ineke McCulloch
We have been with Xentum for many years now and have always been extremely happy with the service we receive generally and the care, quality, and professionalism of all the team. Their genuine friendliness and warmth is ever present.
David & Joan Clapperton
The in-depth exploration of values and the detailed cashflow modelling exercise has been very worthwhile. If you are seeking actionable clarity on your finances and personal goals, this is an excellent place to start.
Ian Fisher, MD, Penistone
Planning to sell
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.