Meet The Wiltshire Friendly Team

Claire Robinson

Senior Claims Administrator

claire.robinson@wiltshirefriendly.com

01225 756783

Claire joined our claims team in April 2021. This is Claire’s second time working with the Society, having now added a son to her family! Claire’s role involves her supporting members in registering, assessing, and managing their claims.  

 

Outside of the office Claire is always looking for her next adventure as she does enjoy a seaside holiday or two!

Jon Cummings

Senior New Business 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.

Nicola Bailey

Society Administrator

nicola.bailey@wiltshirefriendly.com

01225 756780

Nic joined the team in February 2023 coming from an administrator background and wanting a new challenge.

 

Nic helps support our members by answering their queries, in particular updating or closing their membership.

 

A mum to three boys (who keep her busy and on her toes), Nic still finds time to watch British crime dramas. She also has a passion for baking and has made several special birthday cakes over the years, getting better and better every time!

Connie Vine

Operations Administrator

connie.vine@wiltshirefriendly.com

01225 756781

Having worked in the NHS for almost three years, Connie was looking for a new challenge and transferred her skills to financial services where she worked for a mortgage broker gaining knowledge and experience of the finance sector.

 

Since joining the Society in November 2023, Connie has taken on a variety of different tasks which include assessing and managing long-term claims, dealing with direct debits, arrears, and commission payments and providing an information only membership amendment service.

 

Outside of work, Connie is always looking to book her next holiday as she would like to see as much of the world as possible! She also enjoys eating out and working it off in the gym! 

Kevin Forster

New Business Supervisor

kevin.forster@wiltshirefriendly.com

01225 756787

Kevin has been in Financial Services for over 25 years covering all aspects of Financial Planning, working across several FTSE 100 firms over the years. He joined the Society in March 2024.

 

Kevin’s main responsibility is to oversee and manage New Business at the Society.

 

Outside of work Kevin enjoys playing tennis & golf and watching football. He also loves the outdoors, spending many a weekend with his wife and friends walking/hiking 10k plus, either in a coastal setting or across Somerset.

Linda Jones

Operations Manager

linda.jones@wiltshirefriendly.com

01225 756782

Linda has worked in Financial Services for 20 years, joining the Society in 2018.

 

Linda’s role has 3 main focusses:

 

• To manage the Operations team
• To oversee the new business and claims processes and administration
• To manage Member Relations

 

Outside of work, home and family is where she enjoys spending her time, along with playing for her local ladies cricket team. Currently the house is going through a major refurbishment, with Linda as the Project Manager! Then there’s her children to dote on, once again with Linda as the Project Manager!

Sarah Barrell

Chief Operating Officer

sarah.barrell@wiltshirefriendly.com

01225 756792

Sarah has built an excellent oversight of the Society, having joined in 2004, and leads and manages both the finance and operational 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 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 compliance – such as fighting financial crime and monitoring and responding to complaints;
• non-financial services regulatory compliance – this includes such things as data protection and health and safety.  

 

In short, he’s our barometer for ensuring we’re doing the right thing at the right time. 

 

Lee enjoys spending time with his family, loves watching live music and watching and playing almost any sport. 

 

He is also an avid runner, desperately trying to run as fast as he used to which is hard work when you’re nearly 50! A bit like Forrest Gump…he’s always running…he also loves a box of chocolates!

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.

 

Automation and digitisation are important for a modern Society. It’s Ed's responsibility to achieve this and to ensure our systems are kept secure.

 

Outside of work, a young family 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 the first 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 has more recently traded the mountains for the water, his paddle board now being the main source of his exercise and weekend fun. That said, he still likes to ride the Brompton to work for a bit of exercise and to help the environment.