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 32 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 and more recently achieved the accreditation of Fellow (FInstAM) via Institute of Administration Management. 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!

Corporate Broking Director

Nicola joined us in March 2021 as Corporate Broking Manager and brings with her a wealth of over 30 years broking experience gained through work with local provincial Brokers, within the West Midlands, including Ingram Hawkins & Nock Ltd and HGR Insurance Brokers. In February 2023, Nicola was promoted to Corporate Broking Director.

Nicola is a highly experienced Insurance Professional and holds the Advanced ACII Insurance Qualification and Chartered Insurance Broker designation. This makes Nicola an integral asset to the team and reflects Nicola’s hard work and determination for technical excellence, together with best conduct and ethical standards.

Nicola provides day to day support to clients and Directors as well as undertaking relevant renewal negotiations with Partner Insurers, ensuring the best outcome for our clients, as well as providing strong technical advice.

Outside of work, Nicola enjoys reading, horse riding and spending quality time with her family. Nicola’s passion however is baking cakes which are amazing – watch this space as we could have a new “Bake Off” contestant in our midst!

Accounts Assistant

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 and has passed her Level 2 with Distinction and is now working hard to attain Level 3. 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 moto is “treat others how you wish to be treated and ALWAYS do the right thing”.