Paradigm Norton Financial Planning
Dan Atkinson FPFS CFP™️ APP Chartered FCSI currently serves as Head of Technical at Paradigm Norton Financial Planning since April 2020. In addition, Dan holds the position of Chairman of the CISI Paraplanner Interest Group, a role that follows four years of active committee membership. Previously, Dan was Head of Technical at EQ Investors from October 2014 to March 2020, leading a paraplanning team to provide technical support and report writing. Dan also worked at Truestone Asset Management in various roles, including Senior Technical Consultant, where responsibilities included managing workflows and providing comprehensive paraplanning support. Dan began a career in the finance sector as a Trading Team Administrator at Selestia and has an academic background with a BSc(Hons) in Music Technology from the University of Hertfordshire.
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Paradigm Norton Financial Planning
Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and hardly scratch the surface of what life is all about. Financial planning is about your life and not just your money. Financial planning isn’t a one-off activity. It’s a journey and it spans a lifetime. At the heart of what we do is to cause you to reflect and consider what you really want out of life, what are your dreams, hopes, aspirations and passions? Do you have the quality of life that you set out to achieve? Can you afford to do what you want to do? Answering these questions and reviewing your financial situation allows us to create a financial life plan unique to you – this is what we do. This is financial planning.