Meet the Team

Accounts Manager acainer@wealthcare.co.uk

Amanda joined Wealthcare in 2012 as the Accounts Manager. Her role involves monitoring and reconciling the company bank account, ensuring all financial data is well documented and all records are accurate and up to date.  Amanda also manages our corporate events. She uses her creative insight and has a great understanding of the background work required to organise successful events.

Healthcare Consultant lprior@wealthcare.co.uk

Louise has over 13 years financial services experience working within the Health Insurance industry.  Her experience includes SME and Large Corporate employee benefits. She specialises in Private Medical Insurance products and advises on a wide range of insurance benefits including International Cover, Travel, Health Screening and Cashplans. Louise focuses on maintaining strong client relationships and assists both Individuals and Corporate clients throughout the UK, to build bespoke healthcare plans tailored to suit their specific needs for now, and for the future. Louise joined Wealthcare over 5 years ago, she has since achieved the IF1 and IF7 accolade and is currently studying towards the Certificate in Health and Protection.

Paraplanner                 mtwyman@wealthcare.co.uk

Michael has worked in the financial services industry for 30 years having previously worked for large, medium and small IFA companies. As a result he has gained a wealth of knowledge and experience in all fields including pensions, investments, protection and compliance. He joined Wealthcare in 2019 as a Senior Wealth Management Administrator with the main focus of supporting advisers and to provide some additional experience within the team. He progressed to the role of Paraplanner in 2020. He has obtained the Certificate in Financial Planning and is currently working towards the Diploma in Financial Planning.

Senior Wealth Management Administrator rhartwell@wealthcare.co.uk

Rachael has over 18 years financial services experience, working for insurance companies and IFA firms. Rachael joined Wealthcare in 2012, initially as a Mortgage Administrator. She progressed to the role of Senior Wealth Management Administrator, managing wealth management client relationships and providing invaluable support to the advisers. Whilst working for Wealthcare she has obtained her CII Award in Pension Administration.

Wealth Management Administrator        mherbert@wealthcare.co.uk

Matt joined the Financial Services industry in 2015, and specialises in building close relationships with clients and product providers alike. He joined Wealthcare in 2020 as a Wealth Management Administrator and is keen to develop his technical knowledge and work towards gaining his CII qualifications.

Wealth Management Administrator bredfern@wealthcare.co.uk

Barry has over 10 years experience in the mortgage and insurance sector. He joined Wealthcare in 2016 as a Mortgage Administrator, managing cases from application through to completion. Barry now works within the Wealth Management Department and is responsible for processing new business, dealing with client requests and liaising with providers. He has obtained an NVQ Level 2 in Administration and NVQ Level 3 in Customer Services. He is currently studying for his CII qualifications.

Wealth Management Administrator grobertson@wealthcare.co.uk

Gwen has over 23 years experience in the financial services sector.  She joined Wealthcare in 2015 as a Wealth Management Administrator, having previously worked for a market leading Life Assurance Company and a large IFA firm. Her role involves supporting our financial advisers with the day to day management of client portfolios. Gwen has obtained CII certificates in Protection, Investments and Pensions.

Employee Benefits Administrator ssharman@wealthcare.co.uk

Sally has worked in financial services for over 19 years. She is an experienced administrator having a background in the Mortgages and Pensions Sectors. She joined Wealthcare in 2019 as an Employee Benefits Administrator coordinating and managing employee schemes such as Auto Enrolment, Group Pensions, Group Life Assurance, Group Income Protection and Group Critical Illness.

Healthcare Administrator dpinder@wealthcare.co.uk

Darrianne started her career in the financial services industry in 2016 within the Private Medical Insurance market and has achieved the IF9 certificate. Darrianne joined Wealthcare in 2018 as a Healthcare Administrator. Darrianne’s role at Wealthcare is to assist with the day to day administration of both Individual and SME/Corporate PMI.

Office Assistant 
zsklair@wealthcare.co.uk

Zoe completed her A-Levels of Maths, Further Maths and Computer Science at Bury Grammar Sixth Form. She subsequently joined Wealthcare in 2019 as an Office Assistant in order to learn about and gain experience in Financial Services and the workplace.