Meet the Team
With nearly 10 years’ experience at Healthy Investment Jerrol leads our membership team. He is responsible for ensuring members’ investments are administered professionally and efficiently and that his team is able to deal with enquiries from members and financial advisers knowledgeably.
Jerrol holds CF1 and RO1 Financial Services Regulation and Ethics qualifications, studied through the Chartered Insurance Institute.
Membership Team Leader
Khadija supports our membership and administration teams to ensure that members' enquiries are followed up and dealt with quickly. She is able to answer all our members' questions about our ISAs, Junior ISAs, Investment Bonds and Savings Plans.
Khadija has recently attained the Chartered Insurance Institute's CF1 Certificate in Financial Services Regulation and Ethics.
Holly works across our administration and finance teams taking a lead on claims and withdrawals, including maturities, transfers and death claims. She is responsible for ensuring investors can access their funds quickly and efficiently.
Holly deals with members, solicitors and relatives to ensure a professional and sympathetic service.
Sam is the first point of contact for all financial advisers who recommend our products to their clients.
During his time at Healthy Investment, Sam has attained the CF1 and RO1 Financial Services Regulation and Ethics units and has recently attained the RO5 Financial Protection unit of the Chartered Insurance Institute Diploma.
Get in touch with Sam through our contact form.
Business Development Executive
Ella joined us through the apprenticeship scheme to help support our membership and administration teams.
Having previously worked in retail Ella understands what makes good customer service and will be dealing with a wide range of membership and policy enquires.
Ella is currently studying for her apprenticeship administration qualification through Bury College before commencing her professional financial services examinations.
Get in touch with Ella through our contact form.
Mark is an experienced financial services professional who understand the importance of working in partnership with financial advisers.
Throughout his career Mark has worked for both providers and intermediaries and has experience of working with With-profits providers throughout the UK. Mark holds a wide range of professional exams which helps him understand the challenges advisers face.
Get in touch with Mark through our contact form.
Phil has been with the Society for 14 years and is a graduate from Sheffield University obtaining a BA (Hons) in Accounting and Financial Management, as well as being CIMA part qualified and busy studying for his final exams.
Phil leads the finance department who are responsible for preparing all of our management information and accounts, looking after Members' funds and the day to day finances that help grow the Society and the returns for its Members. Phil is also responsible for Solvency II reporting and other regulatory returns.
Get in touch with Phil through our contact form.
Ashleigh is our Assistant Accountant and has attained her Association of Accounting Technician (AAT) qualification at Kaplan in Manchester.
Ashleigh assists our Finance Manager with the preparation of monthly management information, treasury management and upkeep of the purchase ledger. Ashleigh also looks after the accounting for our funds under management.
She has recently passed the first stage of her Chartered Institute of Management Accountants (CIMA) qualification.
David supports our finance team and is responsible for processing new business, claims, CTF transfers and managing direct debits.
David has attained the Chartered Insurance Institues CF1 qualification in Financial Services Regulation and Ethics and has recently passed the FA1 Certificate in Life Office Administration.
Robert is an experienced compliance and risk manager within the mutual financial services sector having worked in various compliance and risk management roles in both national and regional building societies.
As an ethical provider compliance with regulatory rules is a priority and Robert's responsibilities include driving continuous improvement to our systems and controls.
Get in touch with Robert through our contact form.
Keith is a Chartered Accountant and is the newest member of the Executive Team, joining us in 2017 and being appointed as a Director on the 25th January 2018. He has a wide range of professional expertise, including financial services and is an experienced finance director.
In his spare time Keith is a high level Bridge player.
Get in touch with Keith through our contact form.
Director Finance and Risk
Following an early career in banking Peter was Secretary and later Chief Executive of a mutual health insurer before joining us as our Chief Executive in 2006. He’s responsible for all aspects of the Society including regulatory compliance, making sure our members are treated fairly and our future strategy. He has a Masters Degree in Business Management.
He plays an active voluntary role in the community and has contributed to the charitable sector over the years. He’s married with two children.
Get in touch with Peter through our contact form.
Kate is the latest member to join our Finance Team where she will be responsible for all of our purchasing invoices, the collection of premiums and for producing membership and finance reports.
She is currently studying towards her Association of Accounting Technician exams and is keen to grow her knowledge of investment accounting.
Judy is our dedicated Membership Development Coordinator. She is responsible for answering all of our member’s enquiries as well as explaining our savings and investment products to new members. Judy has a deep knowledge of our products and lots of experience of working in customer facing roles.
When she’s not working she has a passion for motorbikes
Membership Development Coordinator