Atkins Bland

Atkins Bland is a medium-sized independent financial adviser firm, authorised and regulated by the Financial Conduct Authority. We specialise in providing fully independent and highly personalised financial advice, with a focus on ongoing investment, pension, and tax planning. Our team of experts, based in Ferndown, Dorset, provide a bespoke service to our clients nationwide. With around 33 staff, including 7 qualified advisers, we are ideally placed to provide the perfect mixture of personal service and professionalism.

Our Services

We offer a comprehensive range of services, designed to help our clients achieve their financial goals. Our core service is ongoing investment advice, where we work closely with our clients to understand their needs and aspirations. We also provide expert guidance on saving for retirement, taking your pension, inheritance tax planning, and tax planning. Our fees are transparent and competitive, and we believe in building long-term relationships with our clients.

Our Mission

At Atkins Bland, we stand for independent thinking, professionalism, and personal service. Our mission is to help our clients meet their financial needs and aspirations. We believe in providing sound advice, tailored to each client's unique situation, rather than simply selling products. We are committed to delivering exceptional service, and our mission is to exceed our clients' expectations.

Our Team

Our team of experts is dedicated to providing exceptional service to our clients. Our advisers are fully qualified and experienced in providing guidance on investment, pension, and tax planning. Our support staff, including paraplanners, administrators, and personal assistants, work closely with our advisers to ensure that our clients receive the highest level of service. We also have a dedicated investment committee and portfolio review team, responsible for overseeing our investment strategies and providing bespoke portfolio reports to our clients.