Atkins 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 32 staff, including 7 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.
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We advise on what investments you should hold, and we link this to an ongoing monitoring service with regular, personalised reports. Whatever your objectives, age or circumstances, if you have money to invest and are unsure how best to do this, you should speak to us. We know the choice is daunting.
Since no one can be sure of the answer to any of the above, no one really knows how much they should put aside to make sure they can retire when they want to and with the amount they want. However, with reasonable assumptions we can estimate this and then keep these under review as conditions change over time.
After all the blood sweat and tears of getting a decent pension fund in place, you'd think the hardest part was behind you. Maybe it is, but now you face a plethora of additional questions. Unless you are an expert in the fields of pension law and financial planning, you really should speak to someone who is.
If you run a car, you know it makes sense to get it serviced now and then, and probably quite regularly. If you don't things start falling to bits, your tyres lose their grip, the brakes stop working and your car loses value faster than it would if it was being looked after better. It isn't that what you have will wear out, but it might go off in the wrong direction and fail to reach the destination you had planned.
Reviews (1)
Paula L.
Dec 16, 2019
We have had a couple of occasions recently where we required the help of a knowledgeable financial advisor. Kevin at Atkins Bland has been absolutely amazing. Reliable, informative and explains things in such a clear way that you end the discussion completely aware of your position. Cannot rate this company highly enough and would recommend them to others. Thank you!
