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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Our Portfolio Review Team
The portfolio review team is a specialised team working with all our advisers to generate investment reports and reviews for our clients. These provide bespoke analysis on how their investment portfolios have performed and, if applicable, recommendations to update strategies to reflect changing conditions. The team work with comprehensive in house analysis resources, under the guidance of Kevin Bland, and the direct leadership of Elliott Smith, designed to help optimise investment results with very specific reference to the individual clients objectives and needs.
Jackie
Portfolio administrator
Nicky
Portfolio administrator
Jackie has been with Atkins Bland since 2007. Since then, she has been directly involved in generating client portfolio reviews and analysing performance over time. Beyond this, Jackie also provides support to the portfolio review team by scheduling the work-load and by contacting clients to deliver reviews. Jackie is also responsible for contacting clients to remind them when we haven't had a response to help ensure our advice remains relevant and of the highest standard.
Nicky is a stalwart of the firm, having joined us back in 2002.
In her own words:
"I have watched the business grow, and seen how the financial sector has changed as a result of new regulations and technology. This has led to the portfolio review team (originally me as the sole member!) expanding and allowed efficient and effective monitoring of clients' finances."
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Di
Portfolio administrator
Olly
Technical assistant and portfolio administrator
Di joined Atkins Bland in December 2019, having not worked in the industry for some years. She is enjoying the challenge of working within the Portfolio Review Team and is expanding her experience and knowledge on a daily basis.
Olly started his career at Atkins Bland in June 2013 after finishing university.
In his own words:
"Despite this being my only experience of the financial sector, I was quickly taught the inner workings of the industry and was provided with all the tools I need to progress in the financial sector. I work mainly as part of the portfolio review team, but also work with Kevin to assist in any technical tasks that need doing."
Olly has a Psychology degree from Plymouth University and brings to the firm a skill set which would be hard to replicate, helping us in a range of areas including drafting our guides for clients, keeping up with technological developments and designing system improvements.
Mitchell
Portfolio administrator
Mitchell has worked in the industry since 2015, beginning his career in the trading department of a major pension provider before moving into wealth management. After obtaining his Diploma for Financial Advisers in the summer of 2019, he moved into an Investment Analyst role before joining Atkins Bland in Autumn 2020.
Hannah
Portfolio administrator
Hannah works part time assisting in a variety of ways, helping to ensure our records are up to date and all is running smoothly in the archives of the firm, as well as assisting as and when needed with typing, client and product provider communications.
Olya
Portfolio administrator
Helping to grow The Portfolio Review team, Olya joined us in February 2022. Prior to taking on the post as a Portfolio Administrator, Olya worked as an Accountant Assistant for a Property Development Company.
Within her role, she helps the team in producing individual and joint client portfolio valuations, preparing and processing review letters with agreed procedures and standards.
Outside work Olya likes spending time with her family and volunteering for the Brownies Group in the Girl Guides Organisation.