Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi
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Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi Email & Phone Number

Working with financial planners and paraplanners to serve clients at Paradigm Norton Financial Planning
Location: Hatfield, England, United Kingdom 8 work roles 3 schools
1 work email found @eqinvestors.co.uk LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email d****@eqinvestors.co.uk
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Current company
Paradigm Norton Financial Planning
Role
Working with financial planners and paraplanners to serve clients
Location
Hatfield, England, United Kingdom
Company size
61 employees

Who is Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi? Overview

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Quick answer

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi is listed as Working with financial planners and paraplanners to serve clients at Paradigm Norton Financial Planning, a company with 61 employees, based in Hatfield, England, United Kingdom. AeroLeads shows a work email signal at eqinvestors.co.uk and a matched LinkedIn profile for Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi.

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi previously worked as Head of Technical at Paradigm Norton Financial Planning and Chairman of the CISI Paraplanner Interest Group at The Chartered Institute For Securities & Investment (The Cisi). Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi holds Bsc(Hons) 2.1, Music Technology from University Of Hertfordshire.

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Email format at Paradigm Norton Financial Planning

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*@eqinvestors.co.uk
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AeroLeads found 1 current-domain work email signal for Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi. Compare company email patterns before reaching out.

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About Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi

Top quality financial planning needs technical accuracy and clear communication. I work with financial planners and paraplanners who want to serve their clients to the highest possible standards.As well as developing individuals I think it is important to develop our profession. I write regularly for Professional Paraplanner. I also Chair the Paraplanner panel of the Chartered Institute of Investment & Securities. I am very excited about the Paraplanning profession and also help out with the Paraplanner Assembly.Outside of work, I am the deacon at the Evangelical Baptist Church in Hatfield. I'm married to Hannah and have a young daughter, Phoebe.

Listed skills include Pensions, Investments, Financial Services, Wealth Management, and 28 others.

Current workplace

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi's current company

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Paradigm Norton Financial Planning
Paradigm Norton Financial Planning
Working with financial planners and paraplanners to serve clients
avon, south gloucestershire, united kingdom
Website
paradigmnorton.co.uk
Employees
61
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8 roles

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi work experience

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Chairman Of The Cisi Paraplanner Interest Group

Current
The Chartered Institute For Securities & Investment (The Cisi)

United Kingdom

Having been an active member of the committee for the last four years, I’ve now been appointed as Chairman. It’s a privilege to support the paraplanning profession.

Jan 2020 - Present

Head Of Technical

Eq Investors

London, United Kingdom

I led our team of paraplanners providing top quality technical support and report writing for our clients. EQ aim to be the best, not the biggest - my role was to make sure that their financial planning is accessible, understandable and efficiently delivered.As a part of this, I provided financial planning support to the team of advisers, identifying.

Sep 2016 - Mar 2020

Senior Technical Consultant

Eq Investors Ltd

London, United Kingdom

Continuing to provide paraplanning/technical support to companies across the growing EQ Investors Group. Now taking responsibility for distributing/managing workflows through our expanding team of Technical Consultants. IFP Paraplanner of the Year 2014My specialisms are pensions and tax planning with the emphasis on a holistic financial planning approach..

Oct 2014 - Sep 2016

Senior Technical Consultant

Truestone Asset Management

London

Continuing to provide paraplanning/technical support to companies across the growing Truestone Group. Now taking responsibility for distributing/managing workflows through our expanding team of Technical Consultants. My specialisms are pensions and tax planning with the emphasis on a holistic financial planning approach. As well as report writing I help.

Aug 2014 - Oct 2014

Technical Consultant

Truestone Asset Management

Paraplanning support for advisers. Tax planning, investment planning, overall financial and wealth planning/management. Cashflow modelling. Report writing. Pensions technical analysis.

Aug 2010 - Aug 2014

Administrator

Truestone Asset Management
Mar 2007 - Aug 2010

Trading Team Administrator

Selestia
Jun 2005 - Mar 2007
Team & coworkers

Colleagues at Paradigm Norton Financial Planning

Other employees you can reach at paradigmnorton.co.uk. View company contacts for 61 employees →

SS Scarlet Sealy Scarlet Sealy Colleague at Paradigm Norton Financial Planning Greater Bristol Area, United Kingdom, United Kingdom View → MG Matt Goddard Matt Goddard Colleague at Paradigm Norton Financial Planning Greater Bristol Area, United Kingdom, United Kingdom View → WP William Pratt William Pratt Colleague at Paradigm Norton Financial Planning Bristol, England, United Kingdom, United Kingdom View → KC Khirsti Cadwell Dippfs Khirsti Cadwell Dippfs Colleague at Paradigm Norton Financial Planning Greater Bristol Area, United Kingdom, United Kingdom View → GS George Stephens George Stephens Colleague at Paradigm Norton Financial Planning Greater Bristol Area, United Kingdom, United Kingdom View → HN Hannah Nolan Hannah Nolan Colleague at Paradigm Norton Financial Planning Bath, England, United Kingdom, United Kingdom View → CM Catherine Murphy Catherine Murphy Colleague at Paradigm Norton Financial Planning Bristol, England, United Kingdom, United Kingdom View → SG Sue Guttridge Sue Guttridge Colleague at Paradigm Norton Financial Planning United Kingdom, United Kingdom View → SL Simon Livings Simon Livings Colleague at Paradigm Norton Financial Planning London, England, United Kingdom, United Kingdom View → DB David Burridge David Burridge Colleague at Paradigm Norton Financial Planning Greater Bristol Area, United Kingdom, United Kingdom View →
3 education records

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi education

Education record

Prospect School

Education record

Ranikhet Primary School
FAQ

Frequently asked questions about Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi

Quick answers generated from the profile data available on this page.

What company does Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi work for?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi works for Paradigm Norton Financial Planning.

What is Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi's role at Paradigm Norton Financial Planning?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi is listed as Working with financial planners and paraplanners to serve clients at Paradigm Norton Financial Planning.

What is Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi's email address?

AeroLeads has found 1 work email signal at @eqinvestors.co.uk for Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi at Paradigm Norton Financial Planning.

Where is Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi based?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi is based in Hatfield, England, United Kingdom while working with Paradigm Norton Financial Planning.

What companies has Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi worked for?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi has worked for Paradigm Norton Financial Planning, The Chartered Institute For Securities & Investment (The Cisi), Eq Investors, Eq Investors Ltd, and Truestone Asset Management.

Who are Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi's colleagues at Paradigm Norton Financial Planning?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi's colleagues at Paradigm Norton Financial Planning include Scarlet Sealy, Matt Goddard, William Pratt, Khirsti Cadwell Dippfs, and George Stephens.

How can I contact Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi?

You can use AeroLeads to view verified contact signals for Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi at Paradigm Norton Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi attend?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi holds Bsc(Hons) 2.1, Music Technology from University Of Hertfordshire.

What skills is Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi known for?

Dan Atkinson Fpfs Cfp™️ App Chartered Fcsi is listed with skills including Pensions, Investments, Financial Services, Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, and Inheritance Tax Planning.

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