Client Services

Kathryn Parsons

Kathryn Parsons is a Client Servicing Agent specialising in client administration, technical reports and Group Pension Schemes. With over 19 years’ experience in the financial services sector, Kathryn has a client-focussed approach.

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Her calming aura can also be put down to the fact that she is also a fully qualified Relaxation and Complementary Therapist.

Gill Dickerson

Gill Dickerson is a Client Servicing Agent specialising in income management. She has previous experience in insurance and pensions, as well as extensive IT experience within the financial service sector. Gill holds a Certificate of Higher Education in Psychology and Computing.

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Gill is married and has recently celebrated her 30th wedding anniversary.

Sebastian Keats

Sebastian is a Client Servicing Agent. His qualifications include Accounting levels two and three, accredited by the Association of Accounting Technicians (AAT). His previous roles include working for a busy general insurance company, where he specialised in customer service.

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Sebastian is the proud owner of a 1967 Volkswagen Beetle which he likes to take out for a spin as often as he can.

Louise Perry

Louise Perry is a Client Servicing Agent with almost 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.

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She is married and enjoys spending time with her young family.

Mitchell Jacobs

Mitchell Jacobs is a Client Servicing Agent with previous experience in business administration and pension services. Having moved to Dorset from London, Mitch is keen to expand his knowledge within his field to enable him to progress to the next level of his career.

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Mitchell is enjoying the lifestyle the region has to offer, including fulfilling his love of film photography.