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Showing 145-153 of 214 articles

Letters of Authority

May 18, 2019 - Less than a minute read

To help us build your financial plan we will need information from your current providers.   This information may include: Contributions Values Charges Performance Tax…

Xentum Expenditure Analysis

May 18, 2019 - Less than a minute read

A key part of building your financial plan is understanding your planned expenditure requirements. This is why we have built the Xentum expenditure analysis to…

Xentum Xperience- Ed’s holiday to Ecuador

April 12, 2019 - 2 minutes read

  Where did you go? Ecuador – Guayaquil, Montanita, Salinas and Olon The date you visited: November 13th – 25th Type of experience (special occasion,…

Buying property through a company: the entrepreneur’s guide

April 12, 2019 - 3 minutes read

Before changes to the treatment of mortgages introduced in the 2015 Budget, it was relatively rare for people to buy properties through a company. For…

Do the incredible! 5 amazing cycle routes around the world

April 12, 2019 - 3 minutes read

Some people like to spend their holidays lounging around poolside, relaxing and recharging their batteries. They look forward to drinking cocktails, reading light fiction and…

Spring Statement 2019 Key Points

March 15, 2019 - Less than a minute read

When he first became chancellor, Philip Hammond made it clear that he wanted a once-a-year budget. With the BBC officially introducing the Spring Statement as…

Xentum Xperience- Danielle’s holiday to Amsterdam

March 8, 2019 - 2 minutes read

Each month we’re aiming to share a different experience with you, whether that be a local hidden gem, restaurant, walk or holiday destination. This month…

Financial tips to inspire not make you snooze (yes: they exist!)

February 21, 2019 - 2 minutes read

Even though we’re a financial planning firm, we’re willing to admit that finance can be one of those things that causes people to switch off.…

A business owner meets a financial planner…what should they be talking about?

February 21, 2019 - 3 minutes read

To be brutally honest, many financial planners are pretty far off the mark when it comes to working with business owners. Much of their expertise…

Showing 145-153 of 214 articles