Xentum | Financial Services

Wealth Management Services

Feel financially secure

Understanding where your money will take you is vital no matter what stage of life you’re in.

It can help you feel financially secure and confident in the decisions you make, enabling you to truly grab life.

We provide ongoing fixed-fee wealth management services to help you achieve your financial goals.

This is a highly personalised and tailored service to ensure your wealth is managed according to your priorities.

Speak to a financial planner.

Xentum | Financial Services

How can we help you?

Why choose us

As a values-led, people-first business, we advise only once we’ve got to know you and your goals.

This way, you can make every decision with clarity around how it fits into the bigger picture.

 

  • Investment management – ensuring your investment portfolio underpins your priorities & goals

  • Pension & retirement planning – helping you prepare for and get the most out of later life

  • Inheritance & estate planning – leave a legacy for those you love

  • Tax planning – enhancing tax efficiency and helping you save smarter

  • Gifts & philanthropy – confidence to support the things you care about most

  • Major life changes – clarity and clear planning through challenging times

Our Wealth
Management Services

We offer a range of wealth management services that are tailored to meet your exact needs.  Your financial planner will help you identify which combination of services will help achieve your goals.

Xentum | Financial Services
Investment
Management

Ensuring your investment portfolio underpins your priorities & goals.

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Xentum | Financial Services
Pensions & Retirement Planning

We are here to help you prepare for and get the most out of later life.

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Xentum | Financial Services
Inheritance & Estate Planning

Let us help you leave a lasting legacy for those you love.

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Xentum | Financial Services
Gifts & Philanthropy

Let us give you the confidence to support the things you care about most.

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Xentum | Financial Services
Life Events

Get clear financial support when you face divorce or bereavement.

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Xentum | Financial Services
Tax Planning

Get proactive support to ensure your affairs are managed tax-efficiently.

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Xentum | Financial Services
Life Cover & Protection

Alleviate anxiety by making sure you and your family are properly protected.

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