Senior management team
Meet the senior management team at Wesleyan
Group Chief Executive
Mario became Wesleyan Group CEO on 1 August 2019, having served as Chief Operating Officer since he joined Wesleyan in December 2018. He moved from Lloyds Banking Group where his most recent role was Chief Operating Officer for their Insurance & Wealth Division.
Previous roles in the Group have included Managing Director of the Financial Planning and Retirement business line at Scottish Widows, Chief Operating Officer for the Commercial Banking Division, Operations Director of Asset Finance and Head of Brand for the Group.
Before working at Lloyds, Mario gained extensive experience in different industries, markets and sectors including marketing, sales and strategy.
Chief Risk Officer
Jonathan joined Wesleyan in 2015 and held several leadership roles including Head of Actuarial and With Profits Actuary until being appointed as Chief Risk Officer in 2021 and is now responsible for Wesleyan’s risk and regulatory activity.
Jonathan is a qualified actuary with a wide breadth of Risk Function and operational experience. Before joining Wesleyan Jonathan previously held senior Actuarial positions with NFU Mutual and KPMG.
Jonathan is an active participant in industry bodies and working parties which has influenced regulatory change within the industry.
Chief Financial Officer
Gillian joined Wesleyan as Chief Financial Officer in October 2020 and has over 20 years of financial services experience
Most recently, Gillian was CFO of Customer Savings & Investments and Operations at M&G plc (previously Prudential plc). Gillian held a number of senior finance roles at Aviva, including Director of Global Finance Operations, Chief Accounting Officer of Aviva Investors and Chief Accounting Officer of the UK Life business.
Gillian also spent 13 years with PwC in both the UK and Australia, working in audit, transaction services and risk assurance across financial services.
Gillian also has accountability for Wesleyan's Company Secretary, strategy, culture and communications teams.
Chief Operating Officer
David became Wesleyan's Chief Operating Officer on 1 August 2019 having previously served as Technology and Transformation Director since he joined Wesleyan in April 2019.
He moved from Lloyds Banking Group where held a range of roles across the group over a 10-year career, rising to Chief Operating Officer for the Group Operations Division. Prior to Lloyds, he worked in a variety of commercial and general management roles.
As COO, David has Group-wide responsibility for Change & Transformation, IT, Cyber, Data, Customer Operations and Supplier Management
Chief Product Officer
James joined Wesleyan in 2010 and held several leadership roles including Head of Financial Reporting and Chief Actuary until being appointed as Chief Product Officer in 2020. James is responsible for Wesleyan's actuarial activity and oversees the Society's product development and performance, identifying ways to improve customer outcomes. He is a financial reporting expert and has presented at a number of actuarial conferences.
Director of Investments
Martin joined Wesleyan in 1995 as an Investment Analyst. He became a Fund Manager in 2001, and for 20 years, he managed several Wesleyan funds, including the With Profits Fund until December 2020. Now, as Director of Investments, Martin is responsible for overseeing the management of all Wesleyan funds and our in-house Investments department, which includes our Fund and Property Managers, Analysts, and Socially Responsible Investment team. He is also a Director of Wesleyan Unit Trust Managers Ltd.
Chief Distribution Officer
Richard joined Wesleyan in January 2020 from HSBC where he led the UK Branch Network and Premier Non Regulated business, responsible for over 7,000 people and 625 branches.
Richard plays an integral role in strengthening Wesleyan's distribution strategy to deliver greater focus on the specialist needs of each of its professional customer groups.
He is responsible for the Society's team of hundreds of face-to-face Specialist Financial Advisers, as well the general insurance business and the Group's sales and marketing activity.
Director of HR
Lisa joined Wesleyan in 2017 as a Senior Business Partner, managing the HR Business Partnering team. She then became Head of HR in 2020, and Director of HR in 2021.
Lisa is responsible for the People Strategy at Wesleyan and leading a team of circa 40 HR professionals delivering the full suite of HR Services, including Performance Management, Organisational Design and Transformation, Reward and Recognition, Employee Value Proposition, Attraction and Retention, Learning and Development and HR Shared Services.
Lisa has worked in HR for the last 25 years within the professional services sector, as an independent consultant and spent most of her formative career at Lloyds TSB Bank in a variety of HR Business Partner and HR Manager positions.
Chief of Staff
Nathan joined Wesleyan in 2016 as Head of Strategic Communications and has over a decade of corporate communications experience. As Chief of Staff, in addition to managing our communications function, he leads our strategy, culture and engagement and corporate responsibility activity.
Prior to joining Wesleyan he has held Internal Communications, Media Relations and Marketing roles across multiple sectors. He joined from public services firm Amey plc, part of the Ferrovial Group where he was Head of Internal Communications and previously worked for Lloyds Banking Group, HBOS and Highways England.
Prior to moving into communications, Nathan was a Product Manager with expertise in the specialist mortgage sector.