At Atkins Bland we have teams that work closely with each of our advisers, helping to facilitate the advice they provide our clients with, as well as teams with more specialised roles that work with each adviser.
Advisers
Our advisers are fully qualified to give advice in a number of areas such a pension, investments, protection, equity release, tax and inheritance planning.
Our support staff include our advisers’ paraplanners, who assist in technical research and report writing, alongside our administration staff, personal assistants and accounts.
The investment committee meets on a formal basis every quarter to discuss strategic issues but on an ad hoc basis, in whole or in part, as news flow and events dictate.
The portfolio review team work with all our advisers to create investment reports for our clients. These provide bespoke analysis on how their investments have performed and, if applicable, recommendations to update strategies to reflect changing conditions.
