Are your finances in as good a shape as you think they are?

Good financial planning will give you the clarity you need
to make great family decisions and to Grab Life.

We feel very relaxed about our finances – we know we’ve got all our priorities covered, with provision for our daughters and a future plan to facilitate the lifestyle we desire."

Ian & Pam Mahoney

Ian was Director of the 10,000 member Cannons Club in London.

He went on to operate the famous Harbour Club in Chelsea and led a private equity backed management buy-in of the Reebok Sports Club, Canary Wharf, in 2003.

The scorecard will measure you against 4 Pillars

Financial Planning

Understand your personal cashflow, now and in the future.

Life Planning

Become clear on what a great life looks like for you and your family.

Business Planning

Align your business strategy with your personal financial plan.

Risk Planning

Evaluate your financial security and build solid foundations.

Assess Your Finances Now

Take the test now, get your personalised score and unlock the key to your long-term financial wellbeing

Answer 20 Questions

Become aware of where you currently are and identify the potential areas for your financial growth.

Receive Your Report

Receive your report and find out how to improve and secure your financial future.

Find out where your strengths and weaknesses lie across 4 key areas

Discover Your Strengths & Weaknesses

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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

Xentum Limited is authorised and regulated by the Financial Conduct Authority. Full details can be found at https://www.fca.org.uk under reference number 912036. Xentum Limited is registered in England, no. 5152313.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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