Meet The People Behind Wheatley’s
FCII BA (Hons), SIRM, Cert, CILA, Chartered Insurance Broker
Company Founder and Managing Director
Chris has over 24 years’ extensive multiclass insurance experience gained through working within both local provincial and national Insurance Brokers. Chris is married to Co-Director, Kerry, whom he met through insurance.
For nine and a half years, Chris was also the Co-Owner and Operational Director of a local Insurance Broker, guiding this to “Gold Standard” Chartered status whilst leading a highly motivated team focused on customer service, high levels of business retention and organic growth.
Chris has a wealth of experience in management, arrangement and provision of advice to businesses in the SME/Corporate sector, advising on their insurance and wider risk management requirements, with specific knowledge/skills in Property Owners, Construction, Manufacturing, Engineering, Motor Trade, Haulage and Catering Equipment Distribution, Design and Construct sectors.
Attention to detail, technical excellence and best conduct and practice are at the top of Chris’ work agenda and as a Fellow of the Chartered Insurance Institute, Technical Specialist of the Institute of Risk Management, Certificate holder of the Chartered Institute of Loss Adjusters and a member of the Chartered Management Institute, ethical standards and technical expertise are the foundation on which Wheatley’s Insurance Brokers has been established.
Outside of work, Chris is a beginner golfer and engages in various charitable events for good causes and is a lifelong Wolverhampton Wanderers fan, albeit an armchair supporter in recent years!
Company Founder and Operations Director
Kerry started out in the profession as an Administration Assistant in a small provincial Broker in Quinton, West Midlands back in 1990. Through hard work and a positive attitude, Kerry soon progressed to the positions of Personal Lines Account Handler and then Commercial Account Handler.
In October 2005, Kerry joined a local new start-up Broker as their PA/Commercial Account Handler, whereby she dealt with staff, clients, insurance companies and managed a small team. Kerry, together with two Directors helped this to become a successful business for nearly 10 years before this was sold to a large UK brokerage.
Having worked for the large national broker for 4 years, Kerry along with her husband, Chris Wheatley and Co-Director, decided they wanted to take back control of how they service their clients and really focus on how they could keep on improving, hence why Kerry and Chris decided to form “Wheatley’s Insurance Brokers”.
Despite having over 29 years of General Insurance experience, Kerry opted to undertake examinations via the Chartered Insurance Institute and additional qualifications in Business and Administration, which she successfully completed. Kerry has worked over the years for small/medium brokers gaining wide and varied experience whilst keeping true to being honest, acting in the client’s best interests and striving to change the perception of insurance.
Over the years, Kerry has built up strong relationships with clients, many of whom have been loyal and have been clients for 15/20 years plus, some even went to Chris and Kerry’s wedding! Kerry takes pride in always doing the right thing for clients.
Outside of work, Kerry enjoys watching one of her daughter’s in dance shows and also standing in the cold wet weather watching her other daughter play football!
BSc, FCII and FinstSMM
David is a Commercial Insurance Broker who is also a Fellow of the Chartered Insurance Institute. David is an entrepreneur who has built a business from the proverbial dining table at home into a multi-million-pound turnover business. Chris and Kerry Wheatley invited David to be a Director of Wheatley’s as they believe David shares the same morals and business ethics that Wheatley’s share and is a shining example of how hard work, integrity and being a genuinely nice guy can get you far in life.
Jamie is our IT Guru who is Chris Wheatley’s son. Jamie has been brought into to assist the business with technical support, troubleshooting and provides support and development on hardware and software issues. Jamie is a young computer whizz who is eager to learn with great organisational skills. His knowledge and capability of IT and the internet will aid the company’s growth and keep us in the know in the fast-paced ever-changing world of the worldwide web. Jamie is hardworking and dedicated and has a “CAN do attitude” and is a valuable member of the team.
Danielle is our Accounts Assistant and is Kerry Wheatley’s eldest daughter. Danielle finished college in July 2018 and attained a BTEC Level 3 Extended Diploma in Business (Triple Merit) which is the equivalent of 3 A-Levels. In addition to this, Danielle is currently undertaking an AAT in Accounting at Halesowen College. Danielle is an integral part of the team responsible for maintaining efficient and accurate finance functions within her role. Danielle is young, ambitious and motivated to providing excellent customer service. Danielle has also had several temporary placements in a working environment which has given her the experience to apply gold customer service and how this is valuable to a company. Danielle is happy-go-lucky and possesses the old school morals of respect. Danielle’s motto is to “treat others how you wish to be treated and ALWAYS do the right thing”.
Office Junior Administrator
Abbie is our newest recruit in the role of Office Junior and is Kerry Wheatley’s youngest daughter. Abbie finished High School in July 2019 and attends Halesowen College where she is working towards a BTEC Level 2 in Art and Graphic Design. Abbie assists the team with managing incoming/outgoing post, photocopying, providing refreshments, scheduling meeting rooms, typing letters, binding reports and booking cabs/couriers and travel requirements. Abbie challenges herself by setting targets each week and her determination to reach these are refreshing. Abbie has the same happy go lucky personality as her older sister, Danielle Bennett, and possesses the old school morals and good work ethic. Abbie’s motto is “if you’re going to do a job, do it PROPERLY – FIRST time”.
Strength in Depth – when you need it most
Wheatley’s have additional supporting claims specialists with over 60 years’ of experience to compliment the ‘hands-on’ support provided by our Client Directors. Every Wheatley’s client is allocated a designated claims specialist to add that personal touch and to guide and help our clients when they need it most – Wheatley’s deliver more than you would expect.
5th Floor, Trinity Point, New Road,
Halesowen, West Midlands,
0121 809 5555
Wheatley's Insurance Brokers Limited is registered in England registration number 11921038. Registered address is 5th Floor, Trinity Point, New Road, Halesowen, West Midlands, B63 3HY. Wheatley's Insurance Brokers Limited is an Appointed Representative of JPM (Insurance Management) Limited who are authorised and regulated by the Financial Conduct Authority, FCA Register number 305763. Our details can be checked by visiting the FCA's website or calling them on 0800 111 6768