Introduction
Dynamic Planner was founded in 2003 with the vision of harnessing technology to help financial planners ensure investment suitability for their clients, consistently and efficiently.
To achieve this we have created reliable compliant risk profiling and planning tools, built around proven asset models. This helps financial planners build suitable and diversified portfolios in line with their clients risk profiles.
Today, Dynamic Planner is the most widely used investment risk profiling process in the industry. Over £136bn of assets from more than 100 managers are either run with reference to Dynamic Planner’s Asset Model or profiled against its risk profiles.
To achieve this we have created reliable compliant risk profiling and planning tools, built around proven asset models. This helps financial planners build suitable and diversified portfolios in line with their clients risk profiles.
Today, Dynamic Planner is the most widely used investment risk profiling process in the industry. Over £136bn of assets from more than 100 managers are either run with reference to Dynamic Planner’s Asset Model or profiled against its risk profiles.
Contact Info
Address:
Sovereign House Vastern Road
Reading
Berkshire RG1 8BT
United Kingdom
Reading
Berkshire RG1 8BT
United Kingdom
Tel:
+44 (0) 7813 192 909
Website:
http://www.dynamicplanner.com
Offering
- Award-winning Dynamic Planner is the most widely used risk profiling and investment process in the UK. Co-founded in 2003 by CEO Ben Goss to create a
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8:30 | 17:30 | ||||
| Tuesday | Open | 8:30 | 17:30 | ||||
| Wednesday | Open | 8:30 | 17:30 | ||||
| Thursday | Open | 8:30 | 17:30 | ||||
| Friday | Open | 8:30 | 17:30 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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