The Xentum ethos

We always wanted to work for a company that we could trust to act in our best interests. We couldn’t find one, so we founded Xentum.

The Xentum journey

We have grown considerably over the last 11 years but we continue to live by one very simple ethos; always put the client first. We pride ourselves on being thoughtful, having our finger on the pulse, and never recommending anything to a client that we wouldn’t recommend to our mums. We only recruit those who feel the same.

The Team

Teamwork works

Teamwork is central to our approach. Our staff have different areas of expertise which allow us to give each client the ideal solution as we consider their needs from different view points. We reach a solution as a team, so the probability of our advice being the absolute best is increased significantly.

Get in touch

Talk, type or tweet

Typically, a Financial Adviser would come to see you once a year for a review. We asked ourselves if that’s what we would want from our Financial Adviser. The answer was no.

We’d want far more interaction, many more touch points, the opportunity to have a more regular relationship. Xentum is streamlined to deliver a seamless service. Technology is very important to our future, and we have built an infrastructure to service the type of client we know we would be.

Skype meetings, regular Twitter updates, a Client Area of the website that allows you to see all your finances and investments in one place... we’re changing the way clients speak with their Financial Advisers.

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.