Michelle
Administrator
Michelle joined Atkins Bland in 2017 after spending 10 years in South East Asia.
In her own words:
“Returning to the independent financial services sector after 10 years has been an interesting experience and appreciating how much technology and regulations has shaped and influenced the industry. My role within PRT in assisting with the drafting of client investment reviews allows me to gain more detailed knowledge around financial services.”
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Darren's Team
Anne
Personal Assistant to Darren
Debbie
Personal Assistant to Darren and Jim Salmon
In her own words:
"I have been PA/Technical administrator to Darren since joining the company in June 2010. My role is to support Darren in all aspects, including writing financial reports/advice letters, preparation of client portfolio reviews, processing changes to client's portfolios, research and analysis and other general administrative duties (and, of course, being a point of contact for our clients).
I have Financial Planning Certificates to level 3, and also a Certificate of Mortgage Advice & Practice."
In her own words:
"I have worked closely with Darren and Jim Salmon since 2012, as a PA for both, assisting in the development and execution of portfolio reviews, research and analysis, liaising with clients and providers and general administration.
I hold the Certificate in Mortage Advice & Practice (CeMAP) and am also studying for the CII Certificate of Paraplanning."