Dynamic Planner is a multi-award-winning service with a 15-year track record of success. They help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks andnationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.

Commercial

Risk & Compliance

Dynamic Planner

Ben Goss

Chris Jones

Elly Gallagher

Yasmina Siadatan

Piers Lawson

Fiona Talbot

The Leadership Team at Dynamic Planner is responsible for setting the overall strategic direction of the company, ensuring financial health, driving innovation in investment suitability and technology, and generating revenue growth. Comprised of key executives such as the Chief Financial Officer, Chief Investment Strategist, Chief Executive Officer, Chief Revenue Officer, Chief Technology Officer, and Chief Proposition Officer, this team collaborates to align company initiatives with business objectives and maintain the firm's industry-leading position.

Leadership Team

The Product and Technology Team at Dynamic Planner is responsible for developing and maintaining the company's suite of financial planning tools. They ensure that the platform is cutting-edge and user-friendly, meeting the evolving needs of advisers and paraplanners. By leveraging their combined expertise in product management and technology, the team continually enhances investment suitability services, facilitating better risk profiling and asset allocation for clients.

Dynamic Planner

Org chart

Teams

Leadership Team

Product and Technology Team

Offices

Dynamic Planner

Org chart

Teams

Leadership Team

Product and Technology Team

Offices

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