Our team

“You only live once. But if you live right, once is enough.”

Dominic founded Xentum in 2004 after becoming frustrated with the limitations of traditional financial services firms. He wanted to be part of a new breed of lifestyle financial planners whose central goal is not simply to accumulate wealth but to help every client use money to improve the quality of their lives.

A people person with an innate curiosity to solve unarticulated problems and uncover what makes life worthwhile for each family he works with, Dominic epitomises the ‘you first, money second’ approach to financial planning. This is now the DNA of Xentum; every member of our team has the same passion and belief in the power of what we do.

“By helping clients gain clarity and control over their financial present and future, they can make the best choices about how they spend their time and focus their energy. This is the essence of true financial freedom.”

Outside the office, Dominic enjoys travelling, reading, mountaineering and, with his wife Wendy, renovating Moss Wood, their beautiful tea plantation-style home.

Keen cricketer Ed has been with us since he was a fresh graduate in 2014. Once a scorer of 200 runs for Cheshire U14’s, now Ed is accustomed to putting 100% into every Xentum client he works with. In fact, he likes nothing better than sitting in a client meeting seeing that he has made a genuine difference to someone’s life.

In the future, Ed has extensive travel plans – sailing the Adriatic and seeing the Northern lights from an Igloo in Finland are but a few of these. Ed’s number one holiday dream, however, would be storm chasing in the American Midwest with the hope of seeing a Tornado. If he does find one, though, we hope he doesn’t get too close because we would hate to lose such a fine member of staff.

Claire has been with us since 2004, making her one of our most experienced team members. A cornerstone of our office team, reliable, compassionate and honest are three words that best describe Claire.

If Claire was to throw the dinner party of her dreams, Audrey Hepburn and Alan Carr would be her two guests of honour, bringing class and comedy to the table. Greek food would be on the menu, although she would not be serving any moussaka due to her aversion to aubergines.

Gemma joined the team in January 2020 and it feels like she has always been part of the team.

Bubbly, enthusiastic and always makes an impact with a wealth of financial services knowledge. What more can you want.

Her first childhood memory is losing her helium in Stockport market.

The most rewarding part of her job she says is when clients thank the team for making their dreams a reality.

James joined Xentum in December 2017 and his colleagues describe him as someone who does things differently, which fits perfectly with our overall approach. Before coming to Xentum, James gained valuable experience working in a wide range of organisations in the private, professional and charitable sectors that he uses to guide him in his business decisions.

Outside of work, James is a keen traveller – his dream holiday would be a family road trip along Route 66. A committed optimist, James takes the attitude of Thomas Edison, who famously said, ‘I have not failed; I’ve just found 10,000 ways that won’t work’, when overcoming difficulties. Resilience, grit and positivity are characteristics that James thoroughly admires.

Joining the team with an extensive background in client support and financial administration, Lyndsay brings an ability to look at the bigger picture to her role as Technical Assistant. She finds building relationships with her colleagues and achieving her personal development goals to be particularly rewarding. Hardworking and positive, Lyndsay counts her greatest achievement as being strong enough to put others needs ahead of her own, and supporting people when they need it most.

Her outlook comes in part from her greatest inspiration, her late grandfather, who she describes as “the most hardworking, loving and humble human being” that she’s ever met. A woman of strong family values, her fiancée is also her best friend. So much so that given the opportunity to invite any two people to a dream dinner party, one would be John Travolta (her favourite actor of all time) and the other would be her fiancée. For the record, she’d be singing “You’re The One That I Want” to her fiancée, not Mr. Travolta!

Rosanne has worked in the financial services industry since 1994 so has a wealth of experience enabling her to provide valuable support to the Xentum team and our clients.  She began her career as an administrator and has held a variety of roles, from admin support to technical administrator and paraplanner.

Married with two teenage daughters, Rosanne enjoys spending time with her family.  She also likes watching and playing sports and going to gigs.  In between, she manages to find time to get involved in her local community and is an active member of the village Gala Committee organising a number of events throughout the year.