Our Technical Team

 

Our technical team includes our advisers’ Paraplanners, who assist in technical research and report writing, alongside our Portfolio Review Team.

Anne
 
Senior Paraplanner
Garry
Senior Paraplanner

In her own words:

 

“I have been PA/Technical administrator assisting clients looked after by Darren since 2010. My role is to provide support in all aspects of client servicing, including writing financial reports/advice letters, preparation of client portfolio reviews, processing changes to client's portfolios, research and analysis and other general administrative duties (and, of course, being a point of contact for our clients).

I have Financial Planning Certificates to level 3, and also a Certificate of Mortgage Advice & Practice”

Garry Joined Atkins Bland January 2020 as Senior Paraplanner, to provide technical and paraplanning support to Kevin.

 

“My role in a nutshell is to support Kevin by conducting research & analysis, to ensure we meet our clients’ needs and objectives.”

 

“Having worked in the financial services industry for over 30 years, initially as a Financial Adviser and latterly as a Paraplanner, I still find

there is nothing more rewarding than helping clients meet their financial goals and aspirations.”

 

Garry has taken and passed numerous Charted Insurance Institute examinations including personal tax, investment risk and financial planning practice,

culminating in the CII Level 4 Diploma in Financial Planning qualification.  

 

Outside of work

 

I’m a keen chef so entertaining family and friends, then working off the excess pounds in the garden with the occasional round of golf thrown in.

Heather
 
Personal Assistant to John
Atkins Bland_2019_3751.jpg
Miles

Trainee Financial Adviser

Heather combines the roles of P.A. and wife of director John Knott and joined the firm shortly after John did.

In her own words: 

"I enjoy the challenges of working in a changing industry, for a firm which holds knowing its clients, honesty and integrity as its main objectives. 

Outside work, I enjoy renovating and showing classic vehicles, and canal boating."

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."