Xentum Ltd

Xentum helps people make smart financial decisions so they can build and protect their wealth over time.

We help people to:

see a complete picture of their finances
model their lifetime cash flow
choose investments to suit their personality and goals
reduce their tax burden
protect their wealth for the next generation
build and manage their pension to meet the needs of life in retirement


We specialise in helping families with wealth between £1m and £30m and are a private office rather than a traditional financial adviser.

We are different to most because we work as a team and our clients benefit from our collective expertise and experience rather than that of an individual. For highly specialised tasks, we utilise our extended network of professionals who we have worked with for many years.

We use the most sophisticated and modern practices available so our clients have the greatest probability of achieving their financial goals.

We are independent and privately owned and offer continuity and reliability in an ever changing industry.

Specialties

Tax Planning, Investment Planning, Retirement Planning, Estate Planning