Meet the Team
Jerrol Ainsworth
With over 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 the Chartered Insurance Institute (CII) Level 3 Certificate in Regulated Financial Services Operations and has recently completed his Institute of Management Level 5 in Leadership and Management.
Membership Manager
Khadija Ahmed
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 holds the CII CF1 Certificate in Financial Services Regulation and Ethics and is currently studying for the CII Life Office Administration qualification.
Membership Administrator
Robbie Barlow
Robbie is a member of our Membership Team and supports members with enquiries and day-to-day account administration.
He works closely with colleagues across the Society to help resolve queries and ensure members receive a friendly and efficient service.
Robbie holds a First Class BA and a PGCE from the University of Bolton and is currently completing an MA at the University of Manchester.
An avid reader and writer, he has had a number of pieces of fiction and poetry published.
Membership Administrator
Sam Williams
Sam is the first point of contact for financial advisers who recommend our products to their clients.
He has an in-depth knowledge of all our products and is able to help advisers with technical questions.
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 CII Diploma.
Head of Sales
Judy Mellor
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 Judy has a passion for motorbikes.
Membership Development Coordinator
Nathan Tattersall
Nathan is a member of our membership team who joined us as part of the local college's Business Administration Apprenticeship Scheme.
He deals with enquiries from members across all our products and has special responsibility for dealing with Child Trust Funds.
Nathan is able to talk to young people and parents about the choices they have when the Child Trust Fund holder reaches 18.
Ashton Jones
Ashton is currently studying for his Association of Accounting Technician exams through Bury College's Apprenticeship Scheme, as he works towards a career in accountancy.
Ashton deals with all our direct debit and premium payments, as well as supporting the finance team.
When he's not working Ashton is a keen musician and can often be heard playing in local venues.
Kamen Parmar
Kamen is an Accounts Assistant and plays an important role in supporting the Society's financial operations.
He is responsible for a range of finance activities, including cash flow management, supplier payments, direct debit and commission processing, and submitting investment dealing instructions for our with-profits and unit-linked funds.
Alongside his role, Kamen is currently studying towards his Level 3 AAT qualification at Bolton College and is nearing completion of his studies.
Accounts Assistant
Paul Kettleborough
Paul is our Compliance Manager and supports the Society in delivering good customer outcomes through effective governance, regulatory oversight and practical compliance guidance.
He holds a BA (Hons) from Newcastle University and a Level 4 Diploma in Mortgage Advice and Practice. Paul has worked across a range of financial services organisations in both mutual and corporate settings, bringing extensive compliance and regulatory experience to the team.
Outside of work, Paul enjoys cycling, running and playing the guitar.
Compliance Manager
Joanna Gumna
Joanna is a Membership Administrator within our Membership Team and supports members with a range of policy servicing activities.
Her responsibilities include processing withdrawal requests, updating member information, responding to enquiries via email, webchat and telephone, and calculating policy values to help ensure members receive a prompt and efficient service.
Joanna holds a degree in Business Management with Law, along with additional qualifications in Business Administration. Outside of work, she enjoys music and reading.
Membership Administrator
Aidan O'Callaghan
Aidan O'Callaghan is our Governance, Risk and Compliance Officer and supports the Society's regulatory compliance, risk management and corporate governance activities.
As Chair of the Risk Management Team, he works closely with colleagues across the business to help identify, monitor and manage risk, while supporting the Society's governance framework and regulatory obligations.
Aidan joined Healthy Investment in September 2024. He holds an MA in Public Policy from the University of Warwick and recently passed the the CII’s CF1 Certificate in Financial Services Regulation and Ethics.
Governance, Risk and Compliance Officer
Peter Green
Following an early career in banking Peter was Secretary and later Chief Executive of a mutual health insurer before joining the Society as 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's a board member of the Association of Financial Mutuals and sits on the PRA's Insurance Practitioners Panel.
Chief Executive
Faraz Khaliq
Faraz is Finance Director at Healthy Investment.
He is responsible for maintaining strong financial controls and reporting to the Board on financial performance and risk, with a focus on simplification and automation across the finance function.
He holds a law degree and is a Chartered Accountant with over 16 years’ experience across financial services and SMEs.
Finance Director
Matthew Lloyd
Matthew is an Accounts Assistant within our Finance Team and supports the day-to-day administration of the Society's financial operations.
His responsibilities include managing direct debits and standing orders, credit control, and bank reconciliations, helping to ensure the smooth running of our finance processes.
Matthew studied at both Edge Hill University and the University Centre at Blackburn College, and following eight years in the military is now working towards becoming a fully qualified accountant.
Outside of work, he enjoys spending time with his family and following his favourite sports.
Accounts Assistant
Gabriel McCarthy
Gabriel is a Trainee Actuary at Healthy Investment and supports the Society's actuarial and financial reporting activities.
He is responsible for assisting with actuarial valuation and reporting processes, acting as the primary internal actuarial resource while working closely with external actuaries to help ensure compliance with Solvency UK requirements.
Gabriel holds a BSc in Economics and Mathematics from the University of Leeds and has a keen interest in financial markets and long-term economic trends.
Actuarial Trainee
Kate Mason
Kate is a senior member of our Finance Team and supports the day-to-day management of the finance function, overseeing our Finance Assistants and helping to ensure the smooth operation of financial processes across the Society.
She holds an AAT Level 4 qualification and is currently studying towards her ACCA qualification. Kate recently passed the CII’s CF1 Certificate in Financial Services Regulation and Ethics.
Kourosh Khoshdel
Kourosh is the Marketing & Sales Co-ordinator at Healthy Investment and supports the Society's marketing, communications and digital development activities.
He works across a wide range of projects for both Healthy Investment and Red Rose Assurance, including website development, customer journeys, product communications, brand development and marketing strategy.
Kourosh holds a degree in Business Management with Marketing and a Level 4 Professional Marketing qualification from the Chartered Institute of Marketing (CIM). Outside of work, he enjoys learning languages, keeping active through sport and exploring creative design.
Marketing & Sales Co-ordinator
