Elliott Smith DipPFS
Elliott joined Atkins Bland in September 2012, following the completion of an accountancy qualification, having concluded his ideal career path lay in personal financial planning. He initially worked as part of our Portfolio Review Team, while studying for his professional qualifications, and then developed his skills to provide specialist financial planning support to Kevin and Rob.
Since joining Elliott has passed several professional examinations and, in February 2018, gained the CII Level 4 Diploma in Regulated Financial Planning. He has since progressed to hold qualifications with the CII for Discretionary Investment Management and Securities Advice and Dealing.
Elliott became a registered adviser with Atkins Bland in June 2018 and combines his role of providing personal and professional advice to our clients with a management position as leader of the Portfolio Review Team.
Away from the desk, Elliott enjoys immersing himself in the natural world and is a keen participant in many outdoor activities, including walking, cycling, water sports and rock climbing.
Tel: 01202 861617