Atkins Bland

read moreAtkins Bland is a medium sized independent financial adviser specialising in asset allocation advice linked to investment, pension and tax planning. We are based in Ferndown, Dorset but have clients all over Britain. With around 25 staff, including 6 fully qualified advisers, we are ideally placed to provide the perfect mixture of personal service and professionalism. Our core service is the provision of individual, bespoke financial planning solutions. This is structured around an ongoing advice process focussed on clients rather than customers and is driven by comprehensive in-house research and analysis.

read moreAt Atkins Bland Ltd. we have teams that work closely with each of our advisers, helping to facilitate the advice they provide our clients with, as well as teams with more specialised roles that work with each adviser.

read moreWe enjoy what we do but operating an Independent Financial Adviser business is costly. We do need to charge for our time and expertise so that we can cover these costs and pay all those working for the firm. Half yearly reviews and reports, including implementation of any agreed portfolio changes and availability for general financial planning enquiries, review meetings and anything we can help with, within reason (see below under "General financial planning advice"). As we experience economies of scale for larger portfolios, we can often offer terms based on lower percentages to reflect this.