Xentum Expenditure Analysis

May 18, 2019 - Less than a minute read

Posted by Claire Parker

A key part of building your financial plan is understanding your planned expenditure requirements. This is why we have built the Xentum expenditure analysis to help you complete this exercise.

This form is an editable pdf and can be downloaded on to your computer, edited and and then sent to your financial planner prior to your financial planning session.

Here is the form

Xentum – Expenditure Analysis

If you have any issues with this form please contact your financial planner.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

Xentum Limited is authorised and regulated by the Financial Conduct Authority. Full details can be found at https://www.fca.org.uk under reference number 912036. Xentum Limited is registered in England, no. 5152313.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit https://www.financial-ombudsman.org.uk/.