• Independent Financial Advisers

About us

Atkins Bland has been providing highly professional, personal and fully independent investment and financial advice to those in the South West and beyond for over 25 years. We are proud of this heritage, and of the way we have stood apart from the sales driven mentality of the financial services sector and built our business on on-going servicing.
Our only reason for existence is to provide independent financial advice to our clients, and our success hinges on our doing this at the highest standard possible. Our website is designed to explain what we do and how we go about doing it, so you can decide if we might be the right choice for you.
This website is not intended to provide any advice, since we feel good advice must be fully personalised, and should only be given after all relevant factors have been considered.
If you feel, after you have looked around this site, that we might be right for you, then we would love to hear from you.

How we work

Atkins Bland's mission is to help our clients maximise and protect their financial resources.To achieve this successfully, we need two essential ingredients:-
A thorough understanding of the complex and constantly changing world of economics and finance.
A clear picture of the circumstances and aspirations of those we are advising. For example, we need to know what in life is important to you and what isn't; what your current financial position is and the nature of your goals and ambitions.
Circumstances and priorities vary but, whatever your situation, we can help you identify the key issues and understand the options available to you. Then, knowing all the relevant facts, we can provide you with advice clearly focussing on your needs and designed to help take you where you want to eventually be.

Our Credentials

Atkins Bland can trace its origins back to 1984, became incorporated in 1991 and now has over 4,000 private and corporate clients. In total we provide advice on more than £100 million of invested capital. We value our independence highly and are regulated directly by the Financial Conduct Authority (FCA) instead of the more common approach of being part of a network. We also place great emphasis on qualifications and experience, generally going beyond the minimum standards required by our regulator.

The scope of our service

Through a structure of specialist advisers, we offer access to someone with both experience and high level qualification in more or less every field of financial advice – from mortgages and investments to pensions and insurances – advice that is relevant to any stage of life, from birth to old age.
We also offer advice on income tax, inheritance tax and capital gains tax planning.

The first step, the first meeting

Atkins Bland has a policy of no charge for an initial consultation and no obligation on your part to proceed after that. This enables us to explain in more detail the services we offer. No charges will apply unless you wish to take matters further and we have agreed the service we will provide and payment terms.

Working with your other advisers

Many of our clients have long established relationships with other professionals such as accountants and solicitors. We are always happy to work together and recognise that their own areas of expertise often complement ours.

What do we charge?

A menu showing typical payment terms is available on request and will always be provided to a new prospective client.
The actual payment terms vary depending on the nature of the work being carried out, and are usually based on either an hourly rate or a percentage of an amount invested, depending on individual client preference. However, no fees will be levied unless the payment terms have been agreed and there is no charge for an initial consultation.
Our aim is to ensure our services are offered at very competitive rates in comparison with the standard of service provided but that we receive enough remuneration to meet the costs of providing this high standard of service.