News
Welcome to our news and information hub, where we share practical insights, real case studies, and guidance to help business owners and families make confident financial decisions. Our news and information covers exit planning, cashflow modelling, fixed fee financial planning, investing, tax considerations, and life-first financial planning.
Exit Planning – Knowing Your Number
November 4, 2020 - 5 minutes read
Wherever you are in your business journey, there will come a time when you want to exit, either to finish work or to head in…
Commercial Property in a post-Covid World
June 30, 2020 - 3 minutes read
One of the most common questions that is currently asked by clients is what the prospects are for commercial property in the future. We have…
Beware the “Free Advice” trap
June 9, 2020 - 3 minutes read
I was reminded of something recently: Free advice rarely works. Let me give you the context and an example. I play golf every now…
Xentum May Update
May 21, 2020 - 4 minutes read
Welcome to our latest newsletter. I thought I would start with a quick story Right at the start of my financial planning career before I…
High quality bonds in the spotlight
April 10, 2020 - 2 minutes read
There is an old adage in the investment world that ‘diversification is always having to say you are sorry’, as there is usually one (or…
Some things to think about and some ideas from the Team at Xentum
March 26, 2020 - 2 minutes read
As we face up to a new reality over the next few weeks we are trying to stay positive in all our Xentum houses. We…
What should I do about the Coronavirus and investing.
March 19, 2020 - Less than a minute read
There is so much uncertainty at the moment and we know its really unsettling. We are sure you have lot of questions and lots of…
Xentum – Coronavirus Update (16th March 2020)
March 17, 2020 - 1 minute read
What you need to know… We are writing to you to update Xentum’s approach to COVID-19. Today the Prime Minister advised that anyone with symptoms…
Xentum – Budget Update – March 2020
March 12, 2020 - 8 minutes read
Markets Update Where we are The US has now entered a “bear market” which is a fall of 20% of an an index over a…