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 Robert Carter, 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 & HR assistant
 

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."

Miles
Portfolio administrator
 
Olly
 
Technical assistant and portfolio administrator

In his own words:

"Since joining Atkins Bland in March 2018, I’ve  gained experience within the financial sector and continue to expand my knowledge in the industry. As part of the portfolio review team, I help with the preparation, drafting and sending of our clients' investment reviews."

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Di
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 and Robert 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.