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Showing 1-9 of 118 articles

CLIENT STORY: Financial planning through divorce

May 6, 2021 - 3 minutes read

From an acrimonious divorce which left her feeling confused and alone to a new-found optimism and excitement about taking control and enjoying everything life has to offer, Pat has been on an incredible journey to financial independence.

Worksheet: Setting Financial Goals

May 5, 2021 - Less than a minute read

We have developed this Worksheet: Setting Financial Goals to help you clarify your thinking about what your money is for. 

Introducing Our New Paraplanner

April 22, 2021 - 1 minute read

We are delighted to welcome Faye Evans to the Xentum team as our new Financial Planner.  Find out more about Faye's impressive experience and why she chose team Xentum...

Your business may be ready for sale, but are you?

April 21, 2021 - 5 minutes read

Dominic Baldwin, CEO, says too many business owners don’t truly know how much they need for life beyond the exit when they sell. Bringing discipline to personal financial planning before you sell your business pays dividends in the long-run

Introducing our new brand ambassador

April 6, 2021 - 2 minutes read

We are delighted to welcome Abeed Janmohamed to the Xentum team as our new brand ambassador.  Find out more about Abeed's fascinating career, which all began on the cricket grounds of Kenya...

Worksheet: Income vs Expenditure

March 26, 2021 - Less than a minute read

The key to making sure you have your spending in check is to be intentional. Use this worksheet to get a clearer picture of how…

Download Our Guide: Financial Planning For Your Inbetweeners

March 19, 2021 - Less than a minute read

With this in mind, we've put together this helpful guide which you can share with your offspring.  In the pages that follow, we explain the steps your young people should take - while they have time on their side - to create a stable financial future. We hope this is useful to you and your family.

A financial plan will guide you calmly through volatile markets

February 24, 2021 - 3 minutes read

No one can deny we’re living through incredibly precarious times. Who could have predicted the unfolding of Covid-19 and the impact on our freedoms, wellbeing…

What factors increase the value of a business?

February 24, 2021 - 3 minutes read

If a key part of your personal financial plan is to build a business to sell as an asset further down the line, you’ll want…

Showing 1-9 of 118 articles