Your Support Network
Depending on where you are in your life journey, there will come a time when you need help from professional people you can trust.
We recognise that everyone’s circumstances and needs are different. Over the years, we have developed strong working relationships with qualified service providers in fields such as family and commercial law, accountancy, and corporate finance.
Because we know your goals, we ensure that the other specialists you engage are fully aligned with your financial plan. This is the advantage of entrusting us with your vision as we serve as one hub for essential support services.
Regardless of whether you already have a trusted provider, or we recommend one, we ensure that all parties involved are on the same page when it comes to fulfilling your lifestyle financial plan. Together, we will make your vision a reality.
Scaling Your Business
Running a business isn’t easy; sometimes you can’t see the wood for the trees.
Our partnership with the FD and CEO Centre means you get access to superstar FDs and CFOs on a part-time basis, helping you scale faster, increase valuation and get out of the day-to-day.
By getting clear on what it is you really want for the business and for you as an entrepreneur, the FD and CEO Centre can then design your financial plan to deliver your life’s ambition. The starting point is to define what you really want. We then look at the financial building blocks which will help you deliver the plan. Then, problems get solved with the help of a global network of 750+ FD/CFO specialists. And, finally, you get the support you need to implement the plan to scale your business.
Protecting Your Valuables
You’ve worked hard for beautiful things – make sure they’re protected with the right insurance.
Broadway Insurance takes a client-centred approach designed to meet the needs of mid-market privately owned companies and individuals of high or ultra-high net worth.
The specialist team understands the interwoven personal and professional lives and intricate insurance needs of the people they serve. Areas of cover include home and contents, motor inclusive of prestige and classic, fine art, collections, travel, equestrian, aircraft and yacht, as well as renovation, unoccupied and property owners.
Health & Fitness
Health and fitness is a key part of living a happy, fulfilled life but sometimes we need a little help to look after ourselves.
Our health transformation partner provides tailored programmes to help you achieve your goals with a habit-based approach for long-term success.
Business Advisory & Tax
Accountancy, taxation and business advisory services from Alexander & Co.
The team at Alexander & Co work with owner-managed businesses to help them achieve their growth goals.
With a partner-led approach and close contact with clients, the team gains an intimate knowledge of the business and is able to deliver real value.
Mark Bratt Travel helps busy professionals and their families plan their perfect holidays effortlessly – and will inspire you to see more of our incredible planet.
Driven by a passion for travel and first-hand knowledge from their own extensive travelling, the team at Mark Bratt Travel help create their customers’ perfect trips right around the world.
They are not simply order-takers. They talk to you about what you like, where you’ve been and what you want to get out of a holiday – and then they recommend awesome ideas perfectly suited to you, sometimes to destinations that you would not otherwise have thought of.
Want to travel better? Talk to them
Sometimes life throws
unexpected scenarios our way.
The Xentum team and our partners are here to help you regain control by defining both short and long-term goals.
By working together, keeping your lifestyle plan front and centre, we help take the worry away.