Xentum Financial Planning Details

At xentum, we help clients feel inspired about their vision for the future and confident they can achieve this vision with a bespoke financial plan - WealthPlan. Unlike traditional financial advisors, before we...
At xentum, we help clients feel inspired about their vision for the future and confident they can achieve this vision with a bespoke financial plan - WealthPlan. Unlike traditional financial advisors, before we advise you on what to do with your money, we'll help you uncover what's truly important to you, so you can use your finances to achieve your ideal future.By creating your unique WealthPlan strategy, we'll help you: • Uncover your vision for the future & organise your finances to help you achieve it.• Gain clarity around your current & future finances - identify strengths & weaknesses in your current financial management.• Feel financially secure & confident you'll never run out of money. • Follow a financial plan that's fluid & adaptable - advising you where to save, spend, and invest to help you achieve your vision for the future. • Align your business & personal finances, where appropriate, so you're always working towards your goals.• Give you access to our industry-wide connections to find the highest-quality financial products which suit your needs. Once we've developed your WealthPlan, we can help you implement it if you want us to. We provide ongoing support to monitor your finances and help you adapt your plan as your life changes - so you're always working towards your ideal future and you can Grab Life.
Employees
HQ
01615467452
Location
Knutsford, England
Revenue
$7M

Technologies

Email Providers
Email Providers
Marketing Automation

Employees

Managing Director
Executive Assistant
Administrator
Head of PR and Marketing
Chartered Financial Planner (APFS)

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