News & resources
The latest updates, stories & helpful guides from the Xentum team
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
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…