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.

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 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.

Senior Employee Benefits Administrator ssharman@wealthcare.co.uk

Sally has worked in financial services for over 20 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. She also assists with the day to day administration of both Individual and SME/Corporate PMI.

Senior Employee Benefits Administrator dward@wealthcare.co.uk

Debbie has over 20 years of financial services experience having worked for a large Pension and Life Assurance company and Discretionary Fund Manager. She joined Wealthcare in 2021 as a Senior Employee Benefits Administrator. Her role at Wealthcare is to coordinate and manage employee schemes such as Auto Enrolment, Group Pensions, Group Life Assurance, Group Income Protection and Group Critical Illness. She also assists 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.