MEET THE TEAM
ADVISERS
PMI EXECUTIVE
With over 25 years’ experience in the industry, Dora specialises in Private Medical Insurance for both individual and corporate clients. Having previously held roles with Bupa and Vitality Health, she brings extensive expertise and a deep understanding of the healthcare insurance market. Dora is committed to delivering exceptional client care, taking the time to understand each client’s individual needs and build lasting relationships. Her focus on providing a personal, trusted service has helped to retain a loyal client base while generating new business through referrals and long-term partnerships.
MANAGING DIRECTOR
Zac joined Vintage Health in 2016 following his previous role as Business Development Manager at Vintage Asset Management. Zac’s role as Business Development Manager is to manage the new business and renewal process, ensuring that all clients are looked after from the first point of contract throughout the entire advice process. Zac is authorised Independent Financial Advisor and qualified in the Certificate of Healthcare Insurance Products.
CLIENT RELATIONSHIP MANAGERS
HEAD OF CLIENT SERVICES
Marie joined Vintage in 2020 as a Client Relationship Manager and was promoted to Head of Client Services in 2025.
With more than a decade of experience in employee benefits, she has spent the past eight years specialising in Health & Wellbeing and healthcare products, working closely with financial advisers and corporate clients.
Marie now oversees the Client Relationship Management team, ensuring a consistently high standard of service and fostering strong, long-lasting client relationships.
She also holds the CII GR1 Group Risk qualification.
CLIENT RELATIONSHIP MANAGER
CLIENT RELATIONSHIP MANAGER
CLIENT RELATIONSHIP MANAGER
Jolanta joined Vintage Wealth Management Group in 2020 as a Client Relationship Manager, bringing over 10 years of experience in the employee benefits industry. She has worked across private medical schemes, cash plans and travel insurance, supporting both SME and individual clients. Jolanta is committed to delivering a high standard of service and building strong, long-term client relationships. She holds professional qualifications IF1 and IF7.
CLIENT RELATIONSHIP MANAGER
Matthew has over six years’ experience in the insurance industry and manages a portfolio of SME clients, providing dedicated support with insurance administration and regular market reviews. He is committed to delivering a high standard of service and building strong, lasting client relationships through a proactive and personable approach. Outside of work, Matthew enjoys spending time with his Border Collie dog, Winnie.
CLIENT ONBOARDING COORDINATOR
Nelleke has over 10 years of experience in operations and customer service, bringing a wealth of knowledge and a strong focus on delivering an excellent client experience. She is responsible for overseeing the client onboarding process and supporting the team’s day-to-day operational activities, ensuring everything runs efficiently and that clients receive a smooth and professional service from the outset.
CLIENT RELATIONSHIP MANAGER
BUSINESS SUPPORT
DIRECTOR OF MARKETING & BUSINESS DEVELOPMENT
Bernard has more than 30 years’ experience in Financial Services working for major companies including Prudential, AXA and Scottish Widows.
Having operated at senior management and director level for the past 15 years, he brings a wealth of experience to Vintage where he is responsible for the further recruitment and management of the advisory team, as well as increasing business flow and managing the requirements of our joint venture companies.
In addition to his industry recognised qualifications, Bernard is a Certified Change Management Practitioner and a Prince2 Practitioner in Project Management.
HEAD OF GROUP MARKETING
Ariella has over 13 years of experience in the design industry, specializing in branding and marketing for startups. With a strong background in branding, she brings a wealth of knowledge to Vintage, where she runs the marketing department and drives its development.
Ariella is constantly pushing boundaries in the marketing field, with a vision to revolutionize the financial services industry. One of her key experiences in her career working as a product buyer has provided her with invaluable insights into what drives product sales. Ariella’s unique blend of business acumen and innovation allows her to conceptualize ideas that transform ordinary products and services into must-have items, fostering brand loyalty and memorable brand experiences, setting her apart in the industry.