News
Financial tips to inspire not make you snooze (yes: they exist!)
February 21, 2019 - 2 minutes read
Even though we’re a financial planning firm, we’re willing to admit that finance can be one of those things that causes people to switch off.…
A business owner meets a financial planner…what should they be talking about?
February 21, 2019 - 3 minutes read
To be brutally honest, many financial planners are pretty far off the mark when it comes to working with business owners. Much of their expertise…
Xentum xperience- James’ holiday to America
January 23, 2019 - 2 minutes read
Over the summer, me, my wife and the two kids travelled to the States for an epic road trip. We spent three weeks traveling across…
What does a FinTech disruptor really look like and does it pay?
January 23, 2019 - 3 minutes read
Financial technology, often referred to as FinTech, is a fast growing area of the financial services sector and is increasingly becoming a part of people’s…
Planning the trip of a lifetime
January 23, 2019 - 3 minutes read
When it comes to planning an ambitious trip, you don’t want anything to go (too) wrong. However, the best trips usually mean leaving your comfort…
Old Vs New School Financial Advice
January 2, 2019 - Less than a minute read
Our handy infographic explains the differences between old and new school financial advice.
5 reasons you shouldn’t hire a financial planner in 2019
December 15, 2018 - 5 minutes read
A financial planner will dig into your financial life. They will want to know what drives the decisions you make and what keeps you up at night and if you have a partner they will want to know this from both of you. Without this conversation a true financial planner doesn’t feel they can do their job effectively so they will ask difficult questions and try to understand what it actually is that you want to achieve.
Guest Blog: Thinking of creating a charitable foundation? You might really want a donor advised fund.
December 13, 2018 - 3 minutes read
Have you been thinking of setting up a charitable foundation? Maybe you’ve come into an inheritance or sold a business. Or maybe you’re just looking…
Xentum xperience- Lisa Codling
November 27, 2018 - 1 minute read
Each month we’re aiming to share a different experience with you, whether that be a local hidden gem, restaurant, walk or holiday destination. This month…