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

Abhimanyu Chatterjee

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.

Product and Technology Team

Leadership Team

Product and Technology Team

About

Team members

Other teams at Dynamic Planner

Leadership Team