Partner Practice of
St. James's Place Wealth Management
 

Marc Bell Dip PFS, Financial Adviser

Marc joined Atkins Financial Management in December 2018, having spent the last 8 years in Financial Services working as an Account Manager for Triple Point, as an Inheritance Tax Specialist supporting St. James’s Place Partner Practices and IFAs with their clients’ needs. Prior to this Marc worked as a Financial Adviser in Singapore providing advice to the Expat community. This experience has allowed Marc to build his specialist skills which he can now call upon as a key member of the team at Atkins Financial Management.

Marc is passionate about building long standing relationships with clients, helping them to achieve their goals and ambitions at various stages of their lives, across all areas of financial planning.

Maintaining high standards of knowledge in a constantly evolving industry is very important to Marc, and he is working towards the Chartered Financial Planner qualification, which he hopes to achieve by early 2020.

Outside of work, Marc is a family man and kept busy with his young son George, Fiancé Laura and the family’s Golden Retriever thrown in for good mix. Marc enjoys playing football locally as well as partaking in the odd round of golf – to varying levels of success.



David James, Practice Manager

David has worked in the financial services industry for 7 years. David and Michael have experience working together in a previous organisation. David brings a wealth of back office knowledge amassed from the length of time he has spent with other financial companies. David uses the knowledge, ideas and good practices to support Michael and the clients in producing service to the highest possible level.



Andy Pelling, Paraplanner

Andy and Michael have been working together since 1996 when Andy joined a financial Services Company that Michael had already established himself at. Since then Andy has honed his skills in the Paraplanner Role and is Qualified at Diploma level.

He brings a wealth of knowledge and expertise in all areas of financial planning, offering a different dimension in assisting Atkins Financial Management with technical solutions to client objectives and goals in his reports.

He also provides ongoing technical support across a range of specialist areas and is an invaluable part of the team.