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Dan

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London & South East

Dan Atkinson

Financial Planning Consultant Area Covered: Wales and West England

Dan started his financial services career working at the Halifax Business Centre in Cardiff. Since joining his first IFA firm in 2008, he has advised high net worth individuals and managed the investment portfolios of a range of clients. He joined Legal & Medical in 2015 as an Independent Financial Adviser specialising in advising medical professionals.

He holds the Diploma in Regulated Financial Planning (Dip PFS), the Certificate in Mortgage Advice (Cert CII MP), and the Certificate in Equity Release (Cert CII ER). He is also working towards achieving Chartered status.

Dan enjoys playing 5-a-side football, holidays in the sun, and spending time in his local health and fitness spa.

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