Client Services

Kathryn Parsons

Kathryn Parsons is the Client Servicing Team Leader, specialising in client administration, technical reports and Group Pension Schemes. With over 20 years’ experience in the financial services sector, Kathryn has a wealth of knowledge and enjoys providing a detailed and dedicated, client-focused experience.

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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 Senior Client Servicing Administrator & has been with the company since 2015. His qualifications include Levels 2 & 3 Certificates in Accounting, accredited by the Association of Accounting Technicians and Level 4 Diploma in Financial Advice with the London Institute of Banking & Finance.

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Sebastian is keen to continue expanding his knowledge through additional examinations to enable him to progress to the next level of his career.

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.