Live life by design
We are a team of experienced financial planners based in Knutsford, Cheshire, supporting clients throughout the UK. We provide tailored, independent financial advice to help you use your wealth to get the most out of life. Our approach is highly bespoke, long-term and proactive, based on a clear understanding of your specific circumstances and needs.
What we do
Everyone wants to make the most of life – and wealth can help you, but only if you know what to do with it.
For more than 20 years we have helped successful people by providing tailored financial planning that enables them to live life to the full, safe in the knowledge that their wealth is properly taken care of. Let us do the same for you.
- Define & achieve financial goals
- Put your wealth to work so you can live life to the full, now & in the future
- Get tailored advice on investments, pensions & protection
Your Xentum Chartered Financial Planner will work alongside you to create & implement a financial plan which meets your exact needs, ensuring you can confidently live life on your terms. Each planner works with only a handful of clients to ensure they provide the level of proactive service required.
Benefits of WealthPlan™
- Clarify your goals and what your wealth is for
- Arrange your wealth & investments in a way that underpins your priorities
- Make good financial decisions with confidence
- Worry less about your finances, focus more on what's important to you
- Remove risk & uncertainty about your lifestyle & financial future
- Proactive advice & ongoing support to keep your financial plan on track
Wealth Management Services
We offer a range of wealth management services that are tailored to meet your exact needs.
Investment Management Services
Ensuring your investment portfolio underpins your priorities & goals.
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Pensions & Retirement Planning
We are here to help you prepare for and get the most out of later life.
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Inheritance & Estate Planning
Let us help you leave security & a lasting legacy for those you love.
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Gifts & Philanthropy
Let us give you the confidence to support the things you care about most.
Learn more
Ready to get started? Arrange an initial discussion with a member of our financial planning team today.
Book an exploratory callTestimonials
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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
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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
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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.
Val Fitton
Lancashire
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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
Marlow
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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
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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
