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 Technical Team
Our technical team includes our advisers’ Paraplanners, who assist in technical research and report writing, alongside our Portfolio Review Team.
Catherine
Paraplanner
Garry
Senior Paraplanner
Catherine joined Atkins Bland in 2018 to provide specialist assistance to Rob in a range of areas requiring a high level of technical knowledge in financial planning.
In her own words:
“I’ve worked in the Financial Services industry since 2006, originally as a qualified Mortgage Adviser before moving into the pensions and investments side of the business. In my last post I self-funded and passed my CertPFA qualification in paraplanning during 2017, studying in my own time and around my existing work and family commitments.
My role is to support Rob in a variety of ways, including carrying out research and analysis , writing draft advice letters and reports and liaising with product providers regarding technical issues to help achieve the best possible outcomes for our clients.
Since joining I have also been involved with the introduction of new cash flow modelling software for the adviser to use.
I liaise closely with the Portfolio Review Team and product providers to help ensure everything runs smoothly and as efficiently as possible and I am looking forward to undertaking further study towards my Diploma in Regulated Financial Planning.
Outside of work I’m a busy mother to two children and a Governor for their school. I’m a Southampton FC season ticket holder and enjoy attending matches with my son”.
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.
Anne
Personal Assistant to Darren
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”
Heather
Personal Assistant to John
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."