Dan Atkinson FPFS CFP™️ APP Chartered FCSI in

Dan Atkinson FPFS CFP™️ APP Chartered FCSI

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Head of Technical at Paradigm Norton Financial Planning
📍 Hatfield, England, United Kingdom

Dan Atkinson is the Head of Technical at Paradigm Norton Financial Planning, where he blends technical precision with creative problem-solving. A Fellow of both the CISI and PFS, he is a passionate advocate for the paraplanning profession, frequently contributing articles and mentoring colleagues. He holds multiple certifications, including Certified Financial Planner™.

Outside of his professional life, Dan is married to Hannah with a young daughter and is active in his local church in Hatfield. He channels his energy into endurance walking and is currently training for the Thames Path 100km Ultra. During university, he was involved in the Christian Union and live music.

Drawing on his degree in Music Technology, he uniquely approaches financial planning challenges with both creativity and precision.

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Experience
20 Years
Current Role
Head of Technical
Job Level
Mid-senior
Location
Hatfield, England, United Kingdom
Personality Overview

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Priorities

Topics Dan cares about

Paraplanning Profession
A tremendous advocate for paraplanning, he recently stepped down as chair of the CISI Paraplanner Interest Group after five years and frequently writes articles for the professional community.
Endurance Walking
He is currently training for the Thames Path 100km Ultra, channelling his energy into long-distance walking as a personal hobby.
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Career

Work history

4-2020
Head of Technical
Paradigm Norton Financial Planning
1-2020 - 12-2024
Chairman of the CISI Paraplanner Interest Group
The Chartered Institute for Securities & Investment (The CISI)
9-2016 - 3-2020
Head of Technical
EQ Investors
10-2014 - 9-2016
Senior Technical Consultant
EQ Investors
8-2014 - 10-2014
Senior Technical Consultant
Truestone Asset Management
In the press

Media appearances

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Education
2002 - 2005
BSc(Hons) 2.1
University of Hertfordshire
1995 - 2002
Education details unavailable
Prospect School
1989 - 1995
Education details unavailable
Ranikhet Primary School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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