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Who We Are

Atkins Bland is authorised and regulated by the Financial Conduct Authority.

 

We are a medium sized independent financial adviser firm, specialising in personalised ongoing investment, pension and tax planning advice. We are based in Ferndown, Dorset, but have clients nationwide.

 

With around 33 staff, including 7 qualified advisers, we are ideally placed to provide the perfect mixture of personal service and professionalism.

What We Do

We provide fully independent and highly personalised financial advice ideally suited to those wishing to enjoy an ongoing and fully interactive service.

 

At the heart of the business we provide a core service of ongoing investment advice, rather than selling clients a one-off product. To find out more, please click here.

 

This website is not intended to provide any recommendations. There are plenty that are, but we believe sound advice should follow two-way communication and is not well suited to automated processes.

 

If you feel, after you have looked around this site, that we might be what you are looking for, then we would love to hear from you.

Our Mission

We stand for independent thinking rather than following the crowd.

 

We stand for professionalism rather than mass marketing.

 

We stand for personal service rather than automation.

 

Our mission is to help our clients meet their financial needs and aspirations.

 

This website says a little about who we are and what we do. If you like the way we think, please get in touch.

Testimonials

In 2021 we asked our clients for anonymous feedback on our firm and the advice they have received. ​ Out of the 208 clients who responded, our average scores were…

4.9 stars out of 5

 

A score of 9.5 out of 10 for recommending us to a friend, colleague or family member.

Below are just some of the many testimonies they were happy to share.

5 Stars
5 Stars
5 Stars
5 Stars
5 Stars

John

"I have been a client of Atkins Bland for 20 years and can honestly say over that time they have provided excellent service and sound advice.  They are approachable, available and professional.  I was recommended by family and have since recommended them to other members of my family, myself."
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