About us
We’re here to help you and your family Grab Life
Here are some interesting facts about our history
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Founded in 2005
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240+ families we advise UK-wide
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16 team members
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£1.5bn+ that we advise
on for our clients
We’ve helped 100s of business owners, individuals and families across the UK
Book an exploratory meetingThe Xentum difference
We can help you to:
Live a more fulfilled life
Reduce financial stress and worry
Enjoy the clarity and freedom that comes with having a clear plan
Feel confident about financial decisions in line with the plan
Focus on inspiring goals and track progress
Take positive action towards a defined goal to
grow personal wealth if necessary
Our vision
We think good financial advice is built on openness and approachability, not the uniformity, inaccessibility and over-complexity prevalent among many financial advisers. That’s why we strive to provide a service with a spark of inspiration.
Financial advice should be available to anyone who wants it and we’ll help wherever we can. We specialise in next generation financial advice and wealth management for people who want a fulfilling life, free from money worries.
Our ‘why’
Our driver is to help you live life to the full by making good decisions about your priorities & your finances.
We do this by helping you create an inspired vision for life and then putting in place the building blocks to make it become a reality. Then we work alongside you and your family to keep you on track, adapting and refining as we go. The crucial difference is money is not at the centre of this process. You are.
The choice to be a life first/money second business is deliberate and, as we have seen time and again, makes all the difference.
The Xentum Family
We have a brilliant team of multi-disciplinary experts whose singular goal is to help you grab life.
Our team comprises experienced financial planners, paraplanners, technical experts and can-do support staff.
We know how important it is to work with great people who are not only experts at what they do, but caring individuals too. That’s why each member of our team naturally shares our values and believes in our distinctive ‘you first, money second’ approach to financial planning.
Our values
We are a values-led, people-first business which exists to help clients to get more out of life.
Plan First
Our ultimate job is to help guide people with their finances and make key financial decision.
Independence
All of our advice is free from conflict and we are passionately independent in our advice.
Care
We treat every family with the care they deserve. We believe that looking after livelihoods is a serious business and we treat it as much.
Make an Impact
We believe that strong financial plans are the key to building suitable solutions.
Testimonials
Swipe to see more
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Xentum gave us confidence in our financial position, freedom to take amazing family holidays, and amazing support in exiting the corporate world.
Rob Mukherjee
Director of Transformation, EveryCloud UK
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It is nearly two years since my solicitor introduced me to Dominic. In hindsight, I wish the introduction had been made sooner.
Pat Dawson
Alderley Edge, Cheshire
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We’ve worked together for a very long time now, I absolutely trust the team implicitly. Dominic is a very values-led person and that permeates the entire company.
Ian & Pam Mahoney
Kingston upon Thames
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Xentum have been financial advisers to our family for over ten years. The team are friendly, committed, expert and trustworthy - we feel very well looked after. It makes such a difference to work with people who take the time to understand our needs, and who always have our best interests at heart.
Val Fitton
Lancashire
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It is rare to work with a company over so many years. We have done so because the team is driven by sound values and continually demonstrates their genuine care for the wellbeing of their clients. We couldn't recommend them highly enough.
Colin & Ineke McCulloch
Marlow
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We have been with Xentum for many years now and have always been extremely happy with the service we receive generally and the care, quality, and professionalism of all the team. Their genuine friendliness and warmth is ever present.
David & Joan Clapperton
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The in-depth exploration of values and the detailed cashflow modelling exercise has been very worthwhile. If you are seeking actionable clarity on your finances and personal goals, this is an excellent place to start.
Ian Fisher, MD, Penistone
