Paraplanning: My story

I love to hear people talk about what motivates them and how they got where they are. I recently read an article about how a financial planner from Rutland entered the profession.

The website that published the article issued an invitation for Paraplanners to share their story so I took up the challenge. Check out

About Dan Atkinson

A Paraplanner at EQ Investors since August 2010, Dan’s Music Technology degree helps him approach Financial Planning problems creatively. IFP Paraplanner of the Year 2014 and member of the PFS Paraplanner Practitioner Panel, Dan is working towards Chartered status and recently became a CISI Accredited Paraplanner. Dan is also involved in youth work at his local Church in Hatfield.

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