Carolyn is PA to the MD and Marketing Co-Ordinator bringing her extensive office and administration skills to the fore in this busy and vital role. One of the most organised people we know, she keeps everyone in check, ensuring that all key deadlines are met, and that nothing is left unchecked or incomplete. With many years in supervisory roles within the mortgage and finance sector, Carolyn, like the rest of the team, is passionate about offering nothing but the best when it comes to outstanding support.
Ann Lampitt is Executive PA to the Chairman and MD. As well as being a top level administrator, Ann plays an integral role in business processing and day to day support of the Executive team. Exceptionally organised, Ann has more than 25 years’ experience in business and administration.
Ann has recently volunteered for the Broadstone Chamber of Trade and Commerce.
Outside of work, Ann is a keen gardener who grows her own organic fruit and vegetables. She is married with one daughter.
As part of the Compliance Support team, Kristen helps to ensure our operations are conducted in accordance with the highest levels of professional standards. With over 12 years of financial experience, Kristen has detailed knowledge of our industry which contributes to adhering to strict regulation guidelines. By keeping up to date with regulatory rules and changes and working within a set compliance framework, Kristen ensures our business is run within the boundaries that are required within the financial industry.
Out of work, Kristen enjoys baking (and owns a cake making business) and spending time with her family.
As front of house for Baggette & Co, Caz is passionate about ensuring clients always receive a welcoming, personal service. Having worked within financial services for over 15 years, her experience includes client relations, HR and administration – and she sees her role as delivering a seamless experience for our wealth management clients.
She also shares a passion for the local area, having been born in Poole and now living on Poole Quay – she and her husband enjoy walking their dog and making the most of this lovely locality.
With a background in banking, insurance and financial services, Emma has a breadth of knowledge and experience which she puts to excellent use with admin and business support to our senior advisory team and clients. She has passed RO1 and is working towards RO2 as part of her financial adviser training which keeps her in good stead for working on complex client cases.
To de-stress and keep active out of work Emma enjoys dancing with a local dance class, and always has itchy feet when it comes to travel, with New York being her all-time favourite destination.