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

Leadership Team

Product and Technology Team

Dynamic Planner

Org chart

Teams

Leadership Team

Product and Technology Team

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