Portfolio Review Team

Laura joined Atkins Bland in March 2023 as part of the Portfolio Review team, following the completion of a PhD in Biomedical Science and a career shift into the financial sector.

Having stepped into the role of the TPR team Supervisor, Laura leads the Portfolio Review team and works closely with Advisors to ensure clients receive clear, accurate, and personalised portfolio reviews.

Nicky is a stalwart of the firm, having joined us back in 2002.

In Nicky’s 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."

Jamie joined Atkins Bland in July 2024. He holds a degree from Bournemouth University and has accrued valuable experience in both advisory and discretionary investment management roles, as well as a period with a prominent UK life and pensions firm.

Jamie has a keen interest in financial markets and collaborates closely with the Investment Committee to research and evaluate investment opportunities.

Outside of his professional commitments, Jamie enjoys spending time at the beach, running, and supporting his favourite football team, AFC Bournemouth.

Michelle Joined Atkins Bland in May 2022 having 15+ years’ experience in investment banking, capital management and fund administration. Within the Portfolio Review team Michelle is responsible for creating and dispatching client investment portfolio reviews, valuation reports, illustrations, review letters and adviser recommendations.

Outside of work Michelle enjoys regular visits the beach, socialising with friends and spending quality time with her husband and two small children.

Sam joined Atkins Bland in June 2024 after seven years with a building society’s buy-to-let mortgage team. He holds an undergraduate degree in Finance & Law and a master’s in Intellectual Property Law. Transitioning to investments, Sam earned the Investment Management Certificate qualification and is pursuing further qualifications to enhance his expertise.

In his role, Sam supports colleagues and advisers by preparing valuations and review letters for clients.

Courtney joined the Portfolio Review team at Atkins Bland in June 2025. With over five years’ experience as a financial administrator, she is eager to build on her skills in her new role and contribute positively to the team.

Outside of work, Courtney enjoys long walks and spending time with friends and family.

Lindsey is the newest Portfolio Review team member at Atkins Bland, bringing many years of experience in financial services across a variety of roles, prior to embracing the opportunity to step into her first position within an IFA practice. Lindsey is excited to keep learning, build new skills, and support her colleagues and clients wherever she can.

Away from work, Lindsey loves spending time with friends and family. You’ll often find her at the beach with her husband, Steve, and their dog, Bowie. She sometimes joins Steve out on the water paddle-boarding, and as a lifelong Liverpool fan, she never misses the chance to follow the football.