Dan Atkinson: How I rate the CISI 1 year on after IFP merger

We are approaching the anniversary of the merger of the IFP and CISI so it is a good opportunity to reflect.

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Dan Atkinson: Why a Paraplanning Standard could move us forward

One of the biggest topics of discussion within the Paraplanning community has been the idea of a Paraplanning Standard.

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Dan Atkinson: Brexit will be good for Financial Planning

Just over a month ago the country voted in the EU referendum - 72.2% of us at least. The result was that slightly more of us wanted out of the EU than wanted to remain.

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Dan Atkinson Column: We need to ask more questions about money

I’ve recently been reading Chris Budd’s excellent book about financial wellbeing (www.financialwell-being.co.uk). His key principle is ‘know thy self’ which means understanding what’s really important to you. To me, it makes sense that the way you invest money should reflect your values.

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