We are delighted that Knutsford-based financial planning firm Xentum has been our primary sponsor for a number of years. With several golfers in the Xentum team, it’s great to partner with a company that shares our passion for the sport as well as our values and ethos. Their motto is ‘Grab Life’ which we know will resonate with many of our members.
If you need support with financial planning or financial advice, speak to Xentum.
“We are a values-led, people-first business which exists to help clients get more out of life.” Dominic Baldwin, CEO.
Financial Planning Services
Lifestyle financial planning is all about managing your resources – your money and time – to get the most out of life. Xentum’s financial planning team will help you use your money now to live life to the full while working with you to create a compelling vision of the future and a bespoke financial plan to bring it to life.
- Clear, actionable financial plan
- More focus
- Ability to track progress
- Grow personal wealth faster
- Reduce taxes and fees
- Become confident in making good financial decisions.
Financial Services & Wealth Management
Xentum also provides IFA services, including:
- Investment management – ensuring your investment portfolio underpins your priorities & goals.
- Pensions & retirement planning – to help you prepare for and get the most out of later life.
- Inheritance & estate planning – to help you leave a lasting legacy for those you love.
- Gifts & philanthropy – to enable you to have the confidence to support the things you care about most.
- Life events – helping you get clear financial support when you face a divorce, bereavement or other significant event.
- Tax planning – proactive support to ensure your affairs are managed tax-efficiently.
- Life cover & protection – alleviate anxiety by making sure you and your family are properly protected.
Can Xentum help you?
If you need advice or support with any aspect of your finances, get in touch or book a 20-minute initial consultation with a member of the Xentum team.
Phone – 0161 546 7452
Email – email@example.com
Address – Moss Wood, Seven Sisters Lane, Knutsford, Cheshire, WA16 8TH
Website – http://www.xentum.co.uk