Dan

Dan

Dan

Wales
Paul

Paul

Midlands
Mike

Mike

Midlands
Jill

Jill

London & South East
Marc

Marc

South West
Max

Max

Midlands
Richard

Richard

West England and Wales
Mike

Mike

Midlands
Christine

Christine

Wales
Raj

Raj

Wales
Andrew

Andrew

Wales
Malcolm

Malcolm

Wales
Kirsty

Kirsty

West England
Jos

Jos

West England
Andrew

Andrew

Wales
Tim

Tim

South West
Martin

Martin

Home Counties
Nigel

Nigel

Portsmouth & South Coast
Mireille

Mireille

Midlands
Owen

Owen

South Coast
Peter

Peter

London & South East

Dan Atkinson

Financial Planning Consultant Area Covered: Wales

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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