Xentum | About us

About us

We’ve helped hundreds of businesses and individuals.
Let us help you too.

Here are some interesting facts about our history

  • Founded in 2005

  • 240+ families we advise

  • 16 team members

  • £850m+ that we advise
    on for our clients

Xentum | About us

We’ve helped 100s of business owners, individuals and families

Book an introductory call

The Xentum difference

We can help you to:

  • Live a more fulfilled life

  • Reduce financial stress and worry

  • Enjoy the clarity and freedom that comes with having a clear plan

  • Feel confident about financial decisions in line with the plan

  • Focus on inspiring goals and track progress

  • Take positive action towards a defined goal to
    grow personal wealth if necessary

Xentum | About us

Our vision

We think good financial advice is built on openness and approachability, not the uniformity, inaccessibility and over-complexity prevalent among many financial advisers. That’s why we strive to provide a service with a spark of inspiration.

Financial advice should be available to anyone who wants it and we’ll help wherever we can. We specialise in next generation financial advice and wealth management for people who want a fulfilling life, free from money worries.

Our story

Our values

We are a values-led, people-first business which exists to help clients to get more out of life.

Plan First

Our ultimate job is to help guide people with their finances and make key financial decision.

Independence

All of our advice is free from conflict and we are passionately independent in our advice.

Care

We treat every family with the care they deserve. We believe that looking after livelihoods is a serious business and we treat it as much.

Make an Impact

We believe that strong financial plans are the key to building suitable solutions.

Meet the team

Xentum | About us

Dominic Baldwin

Chief Executive

Xentum | About us

James Spencer

Managing Director

Xentum | About us

Laura Clark

Financial Planner (APFS)

Xentum | About us

Ed Stubbs

Financial Planner (APFS)

Xentum | About us

Jonny Lord

Financial Planner (APFS MCSI)

Xentum | About us

Rabab Shah

Associate Financial Planner

Xentum | About us

Rachel Ward

Technical Manager

Xentum | About us

Michelle Guirey

Paraplanner & Investment Committee Lead.

Xentum | About us

Lyndsay Gregory

Trainee Paraplanner

Xentum | About us

Danielle Murphy

Business Administration Manager

Xentum | About us

Claire Gould

Senior Administrator

Xentum | About us

Gemma Douglas

Administrator

Xentum | About us

Rachael Davies

Executive Assistant

Xentum | About us

Ben Baldwin

Ambassador

Xentum | About us

Adam Carolan

Ambassador

Xentum | About us

Mitsy Guirey

Mascot

Case Studies

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  • Xentum takes the risk and mystery out of financial planning. They've made me realise what I was working for and how close I am to achieving not only my business goals, but my personal aspirations too.

    David Wood

    Founder, Jam Pan

  • Xentum gave us confidence in our financial position, freedom to take amazing family holidays, and amazing support in exiting the corporate world.

    Rob Mukherjee

    Director of Transformation, EveryCloud UK

  • It is nearly two years since my solicitor introduced me to Dominic. In hindsight, I wish the introduction had been made sooner.

    Pat Dawson

    Alderley Edge, Cheshire