Portfolio Review Team

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.

In his role as TPR Team Leader, Mitchell is responsible for overseeing the portfolio review team and the smooth operation of our processes for providing personalised portfolio reports and reviews to the firms’ clients.

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."

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.

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 Olly’s 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 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.

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.

Laura joined Atkins Bland in March 2023, as part of the Portfolio Review team after deciding to pursue a career in the financial sector following completion of a PhD in Biomedical Science.

She works alongside other members of the Portfolio Review team and Advisors to produce client portfolio valuations, recommendations and review letters.

Outside of work she spends most of her time enjoying the outdoors including horse riding, walking the dogs and going to the beach.

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.

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.