News & resources
The latest updates, stories & helpful articles from the Xentum team
How Much Money Do You Need?
July 19, 2021 - 5 minutes read
Getting clear on 'how much is enough' will help you think differently about your money and change the way you live your life.
Do you really know how much you’re paying for financial advice?
June 29, 2021 - 3 minutes read
One of our biggest bugbears is the lack of fee transparency which is rife across the financial services industry. Here, MD James Spencer explains how and why we do things differently.
Introducing Sasha Campbell – Administrative Support
June 14, 2021 - 1 minute read
We are delighted to welcome Sasha Campbell to the Xentum team as part of our Administrative Support team. Find out more about Sasha and why she chose team Xentum...
CLIENT STORY: The value of working with a trusted advisor
June 10, 2021 - 5 minutes read
There is immense satisfaction in being able to support clients for the long-term, through the many inevitable ups and downs of life. Here we talk to former Sun editor David Yelland about life, wealth & being able to make confident decisions.
A Home for Everyone…
May 10, 2021 - 1 minute read
When the chilly nights of October kick in, CEO James Spencer will be giving up the comfort of his own bed to sleep outside, helping to raise money to fight homelessness. Find out why this is a cause so close to James' heart.
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