Meet The Team

Gavin Puzas

Sales & Business Development Consultant

gavin.puzas@wiltshirefriendly.com

01225 756787

Deborah Chivers

Senior Claims Administrator

debbie@wiltshirefriendly.com

01225 756789

Our longest standing office based member of staff, joining the society in 1993. Deborah liaises with GPs and assists in the approval and underwriting of claims. In addition, she helps manage sickness benefit claim queries.

 

Deborah is an avid reader, enjoys spending time gardening and walking her dog.

Shannon Barker

Senior Claims Administrator

shannon.barker@wiltshirefriendly.com

01225 756783

Jon Cummings

Senior Operations Administrator

jon.cummings@wiltshirefriendly.com

01225 756794

Jon’s background is in the Financial Services industry working for Financial institutions.

 

Working with the Society since November 2016, Jon has oversight and control of all aspects of the new business processes.

 

Jon is a sports enthusiast, and when family life allows him to, he enjoys playing golf, football and skiing.

Clair Carpenter

Sales & Service Administrator

clair.carpenter@wiltshirefriendly.com

01225 756784

Linda Jones

Operations Supervisor

linda.jones@wiltshirefriendly.com

01225 756782

Linda joined the Society in 2018, having worked within the banking sector for the past 16 years, working for both mutual and ethical Societies. Having worked in a regulated industry, Linda has both knowledge and experience in process improvement, also managing compliance and audit standards.

Outside of work, Linda’s main focus is her family… days out with the children and walking the family Labrador.

Sarah Barrell

Finance & Commercial Manager

sarah.barrell@wiltshirefriendly.com

01225 756792

Sarah has built an excellent oversight of the Society having joined in 2004. In October 2013 her role changed and she now leads and manages both the finance and commercial areas of the business.  Sarah’s team aims to deliver excellent service to our members and intermediaries and they continuously strive to develop and improve processes which will aid Society efficiency. 

 

Sarah is also responsible for providing the Board of Management with the information that they need to make key decisions for the benefit of its members.

 

Sarah enjoys walks on the coast with her scruffy, but loyal, border terrier.

Lee Davis

Governance & Compliance Manager

lee.davis@wiltshirefriendly.com

01225 756791

Joined the Society in October 2004, took on the new role of Governance & Compliance Manager in 2013. Lee’s role is focused on Society controls – his key responsibilities are to oversee, manage and implement the Society’s financial services and non-financial services regulatory compliance.

 

Lee enjoys spending time with his family, loves listening to music, travelling & watching sport. He is also an avid runner, who is getting faster with age.

Edward Smith

IT Services & Data Manager

edward.smith@wiltshirefriendly.com

01225 756790

Our technical ‘whizz kid’, Ed ensures that the Society’s technology works day in, day out and that we are using the best IT solutions to meet our operational needs.

 

As the Society develops its strategy into new distribution areas, Ed will develop our systems to ensure members and intermediaries can interact with the Society in a way that suits them. Social Media is here to stay and Ed is implementing the Society’s strategy to use different communication channels to speak to both our existing and potential clients of the future.

 

Outside of work, a new house, a new baby and a passion for following Plymouth Argyle means Ed only has limited time to play with the vast array of technical toys he has accumulated.

Jon Gratland

Chief Executive

jon.gratland@wiltshirefriendly.com

01225 756786

Jon has spent all three decades of his working life within financial services. He has worked in Bank, Building Society and Insurance Company environments, latterly in senior sales and operations roles with Eagle Star and AXA.

 

In 2005 he formed his own company providing business consultancy services to predominantly financial services clients - Wiltshire Friendly was one of those clients. He has therefore been working with the Society’s Board of Management for a number of years, developing and implementing the Society’s strategy.

 

In November 2016 Jon took over the role of Chief Executive.

 

Jon is a keen off road cyclist, though more recently has been using his new folding bike to get him to work and keep him fit.