Xentum | About us

About us

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

Here are some interesting facts about our history

  • Founded in 2005

  • 240+ families we advise UK-wide

  • 16 team members

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

Xentum | About us

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

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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

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Xentum | About us

Dominic Baldwin

Chief Executive

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Xentum | About us

James Spencer

Managing Director

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Xentum | About us

Laura Clark

Financial Planner (APFS)

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Xentum | About us

Ed Stubbs

Financial Planner (APFS)

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Jonny Lord

Financial Planner (APFS MCSI)

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Rabab Shah

Associate Financial Planner

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Rachel Ward

Technical Manager

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Xentum | About us

Michelle Guirey

Paraplanner & Investment Committee Lead.

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Lyndsay Gregory

Trainee Paraplanner

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Danielle Murphy

Business Administration Manager

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Xentum | About us

Claire Gould

Senior Administrator

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Xentum | About us

Gemma Douglas

Administrator

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Rachael Davies

Executive Assistant

Xentum | About us

Ben Baldwin

Ambassador

Xentum | About us

Adam Carolan

Head of Client Relationships

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Xentum | About us

Mitsy Guirey

Mascot

Testimonials

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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

  • We’ve worked together for a very long time now, I absolutely trust the team implicitly. Dominic is a very values-led person and that permeates the entire company.

    Ian & Pam Mahoney

    Kingston upon Thames

  • Xentum have been financial advisers to our family for over ten years. The team are friendly, committed, expert and trustworthy - we feel very well looked after. It makes such a difference to work with people who take the time to understand our needs, and who always have our best interests at heart.

    Val Fitton

    Lancashire

  • It is rare to work with a company over so many years. We have done so because the team is driven by sound values and continually demonstrates their genuine care for the wellbeing of their clients. We couldn't recommend them highly enough.

    Colin & Ineke McCulloch

    Marlow

  • We have been with Xentum for many years now and have always been extremely happy with the service we receive generally and the care, quality, and professionalism of all the team. Their genuine friendliness and warmth is ever present.

    David & Joan Clapperton