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Xentum Financial Planning logo — Tailored, independent Financial Planning to help you use you...

Xentum Financial Planning

Tailored, independent Financial Planning to help you use your wealth to get the most out of life.

Founded 2004 United Kingdom Knutsford, United Kingdom 17 employees Financial Services, Wealth Management

General Information

Company Name Xentum Financial Planning
Founded Year 2004
Location United Kingdom Knutsford, United Kingdom +2
Employees 17
Industries Financial Services, Wealth Management
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About Xentum Financial Planning

Xentum Financial Planning is a financial planning startup based in Knutsford, Cheshire. Established in 2004, they offer tailored, independent financial advice to clients across the UK. Their approach is characterized by bespoke, long-term, and proactive strategies that are tailored to individual circumstances. Their flat-fee service model, as opposed to the traditional percentage-based fees, sets them apart in the financial services industry. By avoiding the compounding effect of annual percentage fees, Xentum aims to protect clients' investment returns. Xentum Financial Planning is committed to helping clients create a clear vision for their financial future, gain clarity around their finances, and feel secure in managing their wealth. The company covers various aspects of wealth management, including investments, pensions, estate planning, and tax. Emphasizing a values-led and people-first approach, Xentum aims to make a real difference in clients' lives and ensure their financial future is well-managed. This startup has partnered with author Paul Armson to provide clients with a book that helps them understand how much wealth is enough for their individual needs. Xentum's focus on transparency, client empowerment, and long-term relationships positions them as a potential disruptive force in the financial services and wealth management industries. While Xentum Financial Planning's specific financial details, such as the last investment and investors, are not provided, their unique approach, commitment to client success, and avoidance of traditional fee structures could make them an attractive prospect for venture capital investors seeking to support innovative and client-centric disruption in the financial services sector.

Taxonomy: Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Tax Planning, Investment Planning, Flat-Fee Service, Independent Financial Advice, Long-Term Financial Planning, Bespoke Financial Services, People-First Business, UK-Based Financial Planners, Proactive Financial Management

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Xentum Financial Planning Alternatives & Competitors

Xentum Financial Planning vs
JL Bainbridge & Company
JL Bainbridge & Company United States

Family Wealth Advisors: It's your future℠

11 employees
Xentum Financial Planning vs
Belleair Wealth Management
Belleair Wealth Management United States

Managing Assets and Expectations

6 employees
Finance, Financial Services
Xentum Financial Planning vs
Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC United States

Comprehensive Financial Planning • Investment Management • Retirement Planning • 401K Rollovers •

18 employees
Finance, Financial Services

FAQ About Xentum Financial Planning

Tailored, independent Financial Planning to help you use your wealth to get the most out of life.
Xentum Financial Planning was founded in 2004.
Xentum Financial Planning is headquartered in Knutsford, United Kingdom.
Xentum Financial Planning operates in the following industries: Financial Services, Wealth Management.
Xentum Financial Planning has approximately 17 employees.
Top alternatives and competitors to Xentum Financial Planning include JL Bainbridge & Company, Belleair Wealth Management, Insight Wealth Strategies, LLC, Avaii Wealth Management, Kaizen Financial Advisors, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Xentum Financial Planning and JL Bainbridge & Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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