Xentum business

At Xentum Business we understand that professionals have a million and one things on their mind at all hours of the day. Our targeted, clinical, matter-of-fact approach allows us to quickly understand, and deal with, any issues you might have, leaving you with just one thing on your mind – running your business.

Our services

It’s often one particular issue that brings people to see us. These are just some of the ways in which we can help...
  • AUTO-ENROLMENT

    Employers must automatically enrol all eligible staff into a workplace pension scheme and then contribute towards it.

  • COMPANY PENSIONS

    This is the most tax efficient way to draw money out of your company. It is also a very complicated market and understanding the most efficient way of saving is vital.

  • CORPORATE CASH MANAGEMENT

    Bespoke software and services enable you to manage your business's cash flow.

  • KEY PERSONS PROTECTION (PROFIT PROTECTION)

    A form of insurance that protects the business in case a shareholder, or other ‘key person’ within the business, dies or becomes seriously ill.

  • PARTNER/DIRECTOR/LTD LIABILITY PARTNERSHIP SHARE PROTECTION

    A form of insurance that protects the business in case a partner or director dies or becomes seriously ill.

  • BUSINESS LOAN PROTECTION

    A form of insurance that covers the repayments of any loans the business takes out in case a key person within the business dies or becomes seriously ill.

  • RELEVANT LIFE PLAN

    An insurance policy for an employee in case of death or diagnosis of a serious illness whilst in employment.

The Xentum network

Our clients don’t just benefit from our expert in-house financial advice. Over the years, we have established close working relationships with a UK-wide network of trusted lawyers, accountants, bankers, and other professionals. We instinctively know who has the right skills and expertise to be of use to our clients in any situation.

Offering you access to this network – if and when you need it – means we are able to work as a multi-disciplinary team to provide an efficient, comprehensive and personalised service.

Fees

We will charge a fixed fee depending on the number of services you want us to have a look at and the complexity of the work that needs to be undertaken. These fees will be invoiced to the company rather than to you as an individual. We will always give a quote before any work is to be undertaken.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk

Frequently Asked Questions

I don’t know what you do. Is it to do with investments?

Investments are an important part of what we do in the context of the overall picture. Most of our time is spent managing people’s money; making sure it works as hard as possible. First, we build a picture of where you are today in financial terms, then we look to where you’d like to be. Once we know that, we’ll build you a bespoke plan that will help you to realise your financial goals.

Do I have enough money to need financial advice?

We strongly believe that financial advice should be available to anyone who wants it, and we’ll help wherever we can. As long as we think we can make a difference to your financial security we will find a way of working that works for you.

Why should I choose Xentum?

We have been in the marketplace for 11 years, we have a proven track record and have grown – and helped our clients to grow – through the recession. Our team have a range of specialisms but we all understand people’s concerns, know the financial markets inside out, and make people’s money work harder on a daily basis.

What do I need to do next to get things started?

Send us an email or give us a call and we can have a quick chat about any questions or concerns you might have. We’ll quickly be able to tell you if we can help, and we’ll take it from there.