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 33 staff, including 8 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. This website is not intended to provide any recommendations. There are plenty that are, but we believe sound advice should follow two way communication, and is not well suited to any automated processes.
If you feel, after you have looked around this site, that we might be what you are looking for, then we would love to hear from you.
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. This website is not intended to provide any recommendations. There are plenty that are, but we believe sound advice should follow two way communication, and is not well suited to any automated processes.
If you feel, after you have looked around this site, that we might be what you are looking for, then we would love to hear from you.
Services
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.
We know there are lots of companies trying to get hold of your money.
We know how to sort through all this and steer you in the right direction.
Atkins Bland are fully independent financial advisers; we work with our clients, not customers, to help them plan a better future.
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.
We know there are lots of companies trying to get hold of your money.
We know how to sort through all this and steer you in the right direction.
Atkins Bland are fully independent financial advisers; we work with our clients, not customers, to help them plan a better future.
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.
We can also err on the side of caution, since winding up with too much in retirement is unlikely to cause the same problems as winding up with too little.
All this we can help you with, giving you peace of mind that your retirement savings are being properly monitored and are sensibly structured.
However, with reasonable assumptions we can estimate this and then keep these under review as conditions change over time.
We can also err on the side of caution, since winding up with too much in retirement is unlikely to cause the same problems as winding up with too little.
All this we can help you with, giving you peace of mind that your retirement savings are being properly monitored and are sensibly structured.
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.
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.
This is because things change.
Markets go up and down, the fortunes of entire countries and even regions wax and wane and last year's best performer can easily become this year's worst.
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.
This is because things change.
Markets go up and down, the fortunes of entire countries and even regions wax and wane and last year's best performer can easily become this year's worst.
Atkins Bland has been dealing with the various forms of equity release for over 25 years and we therefore have the experience and know-how to advise on this complex area.
So what is equity release and is it something to be scared of or a financial arrangement which can bring help to those who may need it?
Put simply, a homeowner exchanges some of the value in their home in return for some cash, which can be in a lump sum, instalments or a reserve that can be accessed when required.
Whether equity release is suitable for you depends not only on the long term financial implications but, crucially, how you will feel about releasing capital and this is where impartial advice from someone with the experience is essential.
So what is equity release and is it something to be scared of or a financial arrangement which can bring help to those who may need it?
Put simply, a homeowner exchanges some of the value in their home in return for some cash, which can be in a lump sum, instalments or a reserve that can be accessed when required.
Whether equity release is suitable for you depends not only on the long term financial implications but, crucially, how you will feel about releasing capital and this is where impartial advice from someone with the experience is essential.
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