Helping our clients achieve their financial goals and aspirations
Born from a desire to provide truly personalised financial guidance, Atkins Bland stands as a leading independent financial advisory firm nestled in Ferndown, Dorset. With over 33 dedicated staff, including 7 qualified advisors, we proudly serve clients across the nation, offering a wealth of knowledge and expertise to navigate your financial goals.
Our Vision
Our mission is to empower individuals to achieve financial security and progress by providing independent, tailored financial advice that aligns with their unique aspirations and circumstances. We believe in open communication, transparency, and building strong, trusting relationships with our clients.
What We Do
At Atkins Bland, we delve beyond simply offering generic financial solutions. We take the time to understand your individual needs, desires, and anxieties to develop a comprehensive plan that tackles your specific financial goals. Our services include:
- Investment Advice: Building and managing your portfolio to optimize returns and mitigate risks.
- Retirement Planning: Planning for a secure and comfortable future through various plans and contributions.
- Pension Planning: Maximising your pension pot and exploring options for drawdown and inheritance.
- Inheritance Tax Planning: Developing strategies to mitigate inheritance tax and secure your wealth for future generations.
- Tax Planning: Optimizing your tax situation through careful planning and compliance.
Our Expertise
We have assembled a diverse team of experienced professionals covering various financial disciplines, including:
- Pension planning and execution
- Investment advice and portfolio management
- Protection planning and risk management
- Equity release strategies
- Tax planning and compliance
- Inheritance planning and execution
Join us on your journey to financial success
At Atkins Bland, we are more than just a financial advisory firm. We are trusted partners who are committed to supporting your financial journey every step of the way. Contact us today to schedule a complimentary consultation and discover the personalized approach that sets us apart.
Exceptional Financial Advisory Services
Atkins Bland has received praise for their exceptional financial advisory services, thanks to staff like Kevin who have provided reliable and informative guidance.
Expertise and Communication
Kevin's expertise has been commended for breaking down complex financial concepts into clear and understandable language, leaving clients feeling confident and informed about their financial position.
Customer Satisfaction
The company's commitment to delivering exceptional service has earned them a 5-star rating, with clients expressing gratitude and recommending their services to others.
