PROFILES

Scott. Senior Investment Manager Support.

" I joined Atkinson Bolton in 2009 as an Administrator on the Individual Wealth Management team and am now Senior Investment Manager Support. There's no such thing as a typical day for me with tasks ranging from administration and maintaining portfolio documents to researching funds and meeting fund managers, which is key to our "whites of their eyes" research approach. It's a professional company and the atmosphere is always very friendly and supportive so we can make a positive difference every day to the company and our clients, even if we don't have direct contact with them. I enjoy the freedom to perform my role within a clear framework of responsibilities and targets as well as the opportunity to work with other talented individuals. It's also good to work in a company always looking to improve itself where possible. ABC also helps in training and development which helped me grow into my current role and into future opportunities that may arise. "

Kirsty. Director Support.

" Working for Atkinson Bolton is both challenging and demanding. We aspire to exceptionally high standards of tailor-made, world-class service and will go the extra mile to deliver that service. I work with five of our Financial Advisers as a point of first contact for our clients. I am here to enable all aspects of the advice process to run as smoothly as possible: it is my job to ensure that we deliver what we say we will. On an average day, I will be attending client meetings, taking notes, writing reports and submitting new business. My favourite parts are getting to meet new people and attending client meetings - we have some fantastic clients and my role lets me get to know them better. The best thing about working for Atkinson Bolton is being part of the team. We work hard together to achieve the best results for our clients. Every member of the team is vital to the overall service we provide. "

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