Meet the Team
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.
Sarah has enjoyed a long and distinguished career in the financial services sector prior to joining Healthy Investment as Senior Administrator.
Sarah will lead our Membership Team to ensure that members and financial advisers get the expert personal service that the Society is known for.
Get in touch with Sarah through our contact form.
Monique 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.
Monique deals with members, solicitors and relatives to ensure a professional and sympathetic service.
Jerrol has over 9 years experience at Healthy Investment and is able to talk to members and financial advisers about existing and new policies.
Jerrol holds CF1 and RO1 Financial Services Regulation and Ethics qualifications- studied through the Charted Insurance Institute.
Business Development Executive
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.
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.
Business Development Executive
Ben joined Healthy Investment in June 2019 following a wide ranging career in administration.
Working alongside our Business Development Executives, Ben is responsible for supporting the team in providing financial advisers with the support and service they need to be able to recommend Healthy Investment to their clients with confidence.
Ben has two young children and in his spare time is studying for his CF1 Certificate in Financial Services Regulation and Ethics
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.
Furnaz is the newest member of the team who has joined us to help coordinate all our marketing and communications.
A university graduate with a BA Hons in Advertising and Marketing, Furnaz will be working with our Business Development Team to ensure that all our Member and financial adviser communications are clear, professional and easy for all our members to understand.
Get in touch with Furnaz 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.