News & resources
The latest updates, stories & helpful guides from the Xentum team
Blog – An article I wrote for a trade publication – “10,000 Hours”
September 29, 2016 - 4 minutes read
I wrote this article for a popular financial advisory blog called the Adviser Lounge
I am thinking a lot at the moment about the route to becoming a top end financial planner. It is partly the work I am doing with Nextgen planners but I am also interested in this anyway. I have always had a chip on my shoulder about age in financial planning. As a young planner, I have obviously had the mantra that if you are good enough, you are old enough.
Advice – 3 Questions to ask yourself before you sell your business
September 14, 2016 - 4 minutes read
I have had quite a few meetings recently with people looking to sell their business. It is the dream isn’t it - sell your business for millions and gain financial freedom overnight. Having been through this with quite a few clients over the years I thought it might be quite valuable to actually raise some questions that a business owner needs to think about when going through the process:
info – 3 more common questions I am being asked by younger entrepreneurs
August 31, 2016 - 2 minutes read
If you have a Cash ISA, do you need to have it in the same place as a Stocks and Shares/Help to Buy ISA? The…
Blog – Why should you pay for a financial adviser?
August 23, 2016 - 7 minutes read
“Why should I pay for your services?” This is probably the most important question in any service based business as the majority of services do…
What Tony Robbins recently found out about financial advice
August 17, 2016 - 3 minutes read
Some of you may know that I co founded a group called Nextgen Planners. It is basically a community of forward thinking and predominantly younger…
Advice – Do you want to go the next level?
July 31, 2016 - 3 minutes read
About 2 weeks ago I had a meeting with an MD and business owner of a fairly large company in the Creative Sector. It was…
Why Goals without Actions are meaningless
July 21, 2016 - 3 minutes read
There is nothing better than achieving a goal. To actually establish what you want to achieve and then accomplish it is an awesome feeling, no…
Should you protect your human capital?
July 12, 2016 - 4 minutes read
In my last blog I talked about how “inertia” was an active decision. One of the biggest aspects of inertia in personal finance is…
Inertia with your money is an active decision
July 4, 2016 - 3 minutes read
I will tell you a quick story; In my things to do, right at the top of my list while writing this is to…