Atkins Bland Limited

Independent Financial Adviser Consort House, Princes Road, ferndown, dorset, BH22 9JG

Response rating

7.0/10

10th September 2018

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Tax & trust planning
- Taxation planning
Financial planning
- Wealth management
Savings
- Lump sum
- Regular savings
- Savings for children

Meet our advisers

Kevin Bland

Director

Qualifications & Accreditations Hide qualifications

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

John Knott

Simon Cox

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

Consort House, Princes Road, ferndown, dorset, BH22 9JG

About us

Established since 1985 Atkins Bland Ltd has grown to become one of the South West's best respected fully independent financial advisory firms.

We have seven specialist consultants who, between them, can offer advice in all areas of personal financial planning including investment, tax planning, pensions, mortgages, critical illness and income protection.

To book a free consultation or to find out more about the firm visit our website at

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Tax & trust planning
- Taxation planning
Financial planning
- Wealth management
Savings
- Lump sum
- Regular savings
- Savings for children

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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