Dan - West EnglandChange Region
Dan Atkinson
Financial Planning Consultant Area Covered: Wales and West EnglandDan 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.
Scroll down to see Dan’s most recent blog posts.
What's new by Dan
How to help your children get onto the property ladder
The “Bank of Mum and Dad” (Bomad) has unofficially become the UK’s 9th biggest mortgage lender. Over the 10 years…
How to get ‘moving’ quickly – we’re all on a stamp duty holiday!
The ‘stamp duty holiday’ announcement by the government to encourage house buyers to get moving again, could make now the…
COVID-19 and the 2020 budget: 5 considerations
We have all experienced many changes over the last few months. Not only have we seen changes in the equity…
Benefits and risks of investing in Property Funds
With the recent press announcement regarding the suspension of M&G’s Property Fund, we thought our clients would find it beneficial…
Investing in volatile markets: The benefits
After a period of unprecedented low stock market volatility, the UK markets have returned to a more ‘normal’ volatility of…
5 ISA changes doctors and dentists need to know about
Are you desperately trying to save for your first home or, at the other end of the spectrum, so that…
Lifetime ISA: What’s in it for me?
The Chancellor’s Budget U-turn on pension tax relief changes wasn’t the only surprise he had up his sleeve; he also…