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Kate Russell

Client Personal Assistant

Kate has spent seven years working in the financial industry. She joined Capita SIPP Services in 2014 as an Income Drawdown Administrator, specialising in pension GAD reviews and PCLS payments. She then joined Chestergate Financial Planning as a client administrator in July 2015 and joined Progeny in 2017 as a Client PA.

Kate’s experience in customer-facing roles has given her a flare for building great working relationships, which inspires her confidence and loyalty. She is also passionate about the client experience and prides herself on delivering the best customer service.

Kate enjoys staying active in her spare time, regularly attend yoga classes, and loves going for long walks in Dorset/Wiltshire area with family. She is also fond of photography and music and is currently learning to play piano.