Sue Paszyc is the Executive PA to the Chairman and a Senior Client Servicing Agent. Sue has worked for Keith Baggette for over 20 years and is very client-focused. She started her career in the banking industry in the 80s becoming Branch Manager of Skipton Building Society and then went on to work in the Financial Services Industry.
Sue has been married for 30 years and has two children 19 & 17. Outside of work she enjoys socialising with her friends keeping fit and going to the theatre.
Louise Perry is an Investment Administrator with over a decade of experience in the financial services industry, previously working in Investment Banking and Stockbroking. Louise holds an Investment Operations Certificate and an Investment Advice Diploma with the CISI and the Certificate in Financial Planning with the CII.
She is currently working towards the CII Diploma in Financial Planning. She is married and enjoys spending time with her young family.
Poppy is our Finance & Office Co-Ordinator, relying upon and using her extensive and varied range of skills. Poppy thrives when she is busy and sits at the heart of the company figuratively and literally, putting to good use her efficiency and an excellent eye for detail. This ensures the integrity of the finance function along with the smooth running of the administrative function at all times.
With many years of experience within the finance sector, Poppy is truly passionate about achieving the absolute best for clients, her colleagues and the company.
As Senior Office Coordinator, Caz has a very diverse role within the company and is passionate about ensuring the smooth running of the office in Poole. She has enjoyed a long and successful career in Financial Services Administration and has a Diploma in Office Management. She oversees several key areas of the business and finds her role within the team extremely rewarding.
In her spare time, she runs a business with her husband and enjoys foreign travel and camping trips in her much-loved camper van.