Simon's Team

 

 

 

 

Terri
 
Personal Assistant to Simon
Leanne
 
Administrator

In her own words:

 

"I have worked as a part of Atkins Bland for the last 20 years. I have seen the company and industry change and it has been great to see the firm grow. I work closely with Simon, assisting in executing portfolio changes and new business, gathering necessary client information to keep their best interests in mind, and helping Simon manage his schedule. 

I am the main point of contact for Simon's clients, and so have a good understanding of each individual case as it comes through our team."

In her own words:

 

"I've been part of Simon's team for the last 8 years and assist him with typing and delivering client correspondence, as well as other general administrative duties.

It is good to work in such a tight-knit team with a deep understanding of our client's needs."

Nina
 
Administrator

In her own words:

 

"I have been working for Simon in the pensions team for 10 years. My main duties include preparing pension and investment reviews, and the administration for clients across different wrap providers. I also look after the group schemes and their members, and ensure each of our clients is treated in an efficient and friendly way."

Emma
 
Paraplanner

Emma joined Atkins Bland in July 2019, to provide “paraplanning” support to our advisers and support our Portfolio Review Team.

 

She has worked within the financial services industry for over 10 years, moving from administration and support roles to the highly qualified position of Paraplanner and holds the DipFA (Diploma in financial advice) qualification.

 

Emma plan’s, over time, to move to Financial Adviser status and is studying to achieve chartered status.

 

Outside of work Emma enjoys going on holidays, gigs and going for long walks.