Our Administration Team


Our administration team includes our advisers’ Personal Assistants, receptionists and general business support.  They are on hand to ensure we deliver exceptional client service. 

Personal Assistant to Kevin
Long standing Employee Award - 25 Years November 2021

Personal Assistant to Simon

Nicole joined in 2015 and looks after Kevin and his clients with a cheerful “can do” attitude and all the attributes needed for such a demanding job.

In her own words:


“I have worked as a part of Atkins Bland since 1996. I have seen the company and industry change and it has been great to see the firm grow. I work closely with clients looked after by Simon, assisting in executing portfolio changes and new business, gathering necessary client information and generally helping ensure our clients receive the very highest level of personal service and attention.

I am the main point of contact for Simon's clients, and so have a good understanding of each individual case as it comes through our team.”

Personal Assistant to Adviser Team
Personal Assistant to Darren and Jim Salmon

Kelly joined Atkins Bland mid 2018 as a receptionist and quickly progressed to the role of Personal Assistant to the Adviser Team.

In her own words:

“My job is all about helping clients and supporting the Adviser Team. I enjoy working for a team of Advisers as it provides me with a wide variation of tasks to help with.   I help ensure that all our clients receive a smooth and efficient service.

Most of my spare time is spent with my son, exercising at the gym, and keeping up with family and friends.”

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."


In her own words:


“I've been part of the team assigned to clients looked after by Simon since 2007 and assist with typing and delivering client correspondence, as well as other general administrative duties.

It is good to work in such a tight-knit team with a deep understanding of our client's needs”


In her own words:


“I have been working for clients looked after by Simon in the pensions team since 2006. My main duties include preparing pension and investment reviews, and the administration for clients across different wrap providers. I also look after the group schemes and their members, and ensure each of our clients is treated in an efficient and friendly way


I hold the certificate in CII (FA2) Pensions Administration”.

Michelle W

Operations Assistant
Compliance assistant

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."

I joined Atkins Bland in 2015, having worked in the Financial Services industry since leaving school at sixteen, which is more years than I care to remember!

My role involves providing administrative support in terms of business compliance, helping make sure the business is up to speed with the ever changing regulatory environment and that it is implemented effectively in our company policies, procedures and general practice.


Dawn joined Atkins Bland in 2018 to provide support to John’s team and his clients.

In her own words

“I have many years’ experience in the financial services and banking sectors.

I was delighted to join the company whose professionalism and commitment to providing exceptional, personal service to their clients is refreshing after a number of years working in the corporate world”.

Accounts administrator

Tracey joined Atkins Bland on a part time basis in April 2019 and looks after the accounts administration and general management of the firms premises.


In her own words:


"I have over 20 years of experience in accounts, for companies of varying sizes and complexities. What attracted me to Atkins Bland was the opportunity to broaden my experience in the financial sector and taking on the new and challenging responsibility of ensuring the firms premises are kept in order.


Outside of the working day I enjoy good food and wine, then working off the calories in the gym."

Michelle A
Office Coordinator 

Michelle joined us in January 2022, having previously undertaken administrative roles within training and management, now ensuring the office is well “Coordinated” in every aspect of supporting staff and clients alike.

In her own words:

“I joined Atkins Bland in January 2022 after a long career training apprentices in practical skills and customer service skills to management level. My role as office co-ordinator here at Atkins Bland allows me to be customer facing, talking to clients over the telephone and face to face. On a daily basis I support our friendly team with administrative tasks. I also have the pleasure of organising social events to allow our team to continue to bond”

I joined Atkins Bland on a part time basis in 2019 having worked for HMRC for over 15 Years. My role includes manning the reception and supporting the teams with general administration tasks.