Our team

The team behind Dynamic Planner are experts in their field and engaged in delivering a transformative digital service to our clients. They have a unique combination of expertise from the financial planning, financial analysis, software usability and software engineering sectors. More than a third of our people have financial planning or financial analysis qualifications, and most have industry backgrounds, so we understand your business.

Our Project Delivery and Client Success teams are led by individuals with deep fin-tech experience and a deep engagement in delivering services, which enables our clients to achieve their aims and ambitions.

As well as our Board, we benefit from external industry experts on our Investment Committee and Financial Planning Advisory Board.

If you are passionate about the role of technology in enabling the delivery of high quality, risk based financial planning, please get in touch, we are always on the look out for great people.

Executive team

Ben Goss

Ben Goss

CEO & Co-founder

Ben Goss is co-founder and CEO of Distribution Technology. Working with the team he has…

Ben Goss is co-founder and CEO of Distribution Technology. Working with the team he has grown the company from start-up in 2003 to a leading provider of financial planning and practice management technology for wealth advisers today. Over 3,000 advisers from more than 200 firms use DT’s Dynamic Planner each month to profile, plan and manage their clients. DT has the most widely used investment risk profiling process in the industry with over £50bn of assets from more than 100 managers either run with reference to DT’s asset model or profiled against its risk profiles.

Ben has long believed that technology needs to play a critical role in helping advisers serve consumers and consumers access the advice they need. In 1998, he founded Sort, the UK’s first regulated online advice firm, successfully selling the business to mPower in 2000, the US’s largest provider of online 401k pension advice. Ben went on to become UK MD. Prior to Sort, Ben was a financial services strategy consultant with PwC and Cooper & Lybrand.

Ben is a regular speaker at industry events and is widely quoted in the industry press and has published a number of articles on the topic of advice and technology. He is an Ernst & Young Entrepreneur of the Year and winner of the Bank of Scotland Entrepreneur Challenge. DT was listed in the Sunday Times Tech Track 100 in 2007, 2008 and 2009 and won the Deloitte Fast 50, the fastest growing technology company over five years in the UK in 2009.

Ben is an occasional triathlete, a Fellow of the Royal institute of Geography and a member of the Bytenight board which supports Action for Children

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David Wadsworth

David Wadsworth

Chief Operating Officer

“I joined Distribution Technology in June 2009 and as a Board member, I have responsibility…

“I joined Distribution Technology in June 2009 and as a Board member, I have responsibility for Distribution Technology’s product development and Implementation teams, client account management and support together with our operations team.”

David began his career at NatWest bank, where he joined as a graduate, specialising in project management. In 2000, he joined FISERV (Europe) as Programme Manager. By 2004, David had been appointed to the FISERV Board as EMEA Delivery Director, responsible for providing complex banking systems and solutions, including bespoke modifications, substantial integrations and customer migration projects.

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Chris Winfield

Chris Winfield

Financial Director

“As Finance Director, I’m responsible for the people and commercial areas of the business.” He…

“As Finance Director, I’m responsible for the people and commercial areas of the business.”

He joined Distribution Technology in November 2011 and became a Board member in August 2012. Prior to joining Distribution Technology, Chris trained as a chartered accountant with Grant Thornton. He moved into industry at an early stage in his career and went on to develop a track record of achievement within the material automation and IT services sector. He gained significant Board level experience at Siemens, operating in a number of senior financial roles. Chris was also the North Europe CFO at Dematic Lt,d where he successfully led teams in a private equity environment.

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Chris Fleming

Chris Fleming, CFA

Financial Analytics Director

Chris is ultimately responsible for our Fund Risk Profiling service and setting the quarterly assumptions…

Chris is ultimately responsible for our Fund Risk Profiling service and setting the quarterly assumptions that drive the asset model within Dynamic Planner. He joined Distribution Technology from Aon Hewitt in March 2012 where he was a senior investment consultant providing advice to the Trustees of large UK pension schemes. This predominately involved recommending asset allocations and the appropriate fund manager in the context of the prevalent market conditions whilst considering a scheme’s unique circumstances.

Prior to this, Chris spent four years with Deutsche Asset Management, where he held a role in fund analysis. Chris holds a degree in Mathematics from the University of Canterbury, New Zealand and has completed the Chartered Financial Analyst (CFA) qualification.

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Non- Executive Team

Neil Brown

Chairman

Neil has wide ranging experience of investing and developing high growth businesses in the technology…

Neil has wide ranging experience of investing and developing high growth businesses in the technology and financial services arena from start-ups to public companies. Neil was a Deloitte’s partner before joining Apax Partners, one of the world’s leading providers of private equity, where he built the financial services investment business.

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Financial Planning Advisory Board

Philip Smith

Financial Planning Advisory Board

Philip is the owner of MoneySmith, an independent Wealth Management consultancy that assists organisations with…

Philip is the owner of MoneySmith, an independent Wealth Management consultancy that assists organisations with the challenges of client engagement, technology utilisation and distribution infrastructure.

Previously Managing Director and head of Wealth Advisory in the UK at Barclay’s Wealth and Investment Management, where as well as being responsible for all regulated advice he was also head of their Global Insurance business. Prior to Barclay’s Philip established the affluent Private Banking proposition for UBS in the UK. An experienced business owner Philip was a founding partner of an IFA business sold to UBS in 2004.

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Nick Edwards

Financial Planning Advisory Board

Nick Edwards is a Fellow of the Institute of Financial Planning and a Certified Financial…

Nick Edwards is a Fellow of the Institute of Financial Planning and a Certified Financial Planner, Fellow of the Personal Finance Society and a Chartered Financial Planner. Nick has over 30 years financial services experience gained working in the UK, Ireland and France. He has in depth knowledge of life assurance and investment products, product development and management, marketing, tax planning and strategic financial planning. Nick is an assessor for the internationally recognised Certified Financial Planner (CFP) qualification and senior examiner for the Fellowship of the Institute of Financial Planning and Certificate in Paraplanning.

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Campbell Edgar

Financial Planning Advisory Board

Campbell Edgar is a past President of the Institute of Financial Planning and a member…

Campbell Edgar is a past President of the Institute of Financial Planning and a member of the IFP’s examination and certification committee. He is a Certified Financial Planner and has been a practising IFP member for 20 years. Campbell is also a Chartered Financial Planner specializing in holistic financial planning, taxation aspects of trusts, investment and wealth planning. Board member 2000-2006. During his career Campbell served in senior practitioner roles at John Lamb LLP an independent firm of Chartered Financial Planners established in 1959, Andersen Charnley where he headed up the City Professional Division of the firm offering holistic wealth management services and was a partner at the muli-award winning Bloomsbury Financial Planning providing discretionary investment and financial planning services.

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Chris Brooks

Financial Planning Advisory Board

Chris Brooks is Professor of Finance, Deputy Head of School and Director of Research at…

Chris Brooks is Professor of Finance, Deputy Head of School and Director of Research at the International Capital Market Association Centre, part of Henley Business School. Chris was formerly Professor of Finance at the Cass Business School, London. He holds a PhD and a BA in Economics and Econometrics, both from the University of Reading. His areas of research interest include asset pricing, fund management, behavioural finance, financial history, and econometric analysis and modelling in finance and real estate. He has published widely in these areas, and has over a hundred articles in leading academic and practitioner journals including the Journal of Business, Economic Journal, Financial Analysts Journal, Journal of Banking and Finance, and Journal of Empirical Finance. Chris is Associate Editor of several journals, including the JBFA, the International Journal of Forecasting and the British Accounting Review. Nick is also a member of DT’s investment committee.

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Graham Bentley

Financial Planning Advisory Board

Founder and Managing Director of gbi², a specialist investment marketing consultancy serving asset managers, intermediaries…

Founder and Managing Director of gbi², a specialist investment marketing consultancy serving asset managers, intermediaries and distributors. With 35 years’ experience Graham has worked at Henderson, M&G Investments and Old Mutual.

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Investment Committee

Chris Fleming, CFA

DT Investment Committee

Chris is ultimately responsible for our Fund Risk Profiling service and setting the quarterly assumptions…

Chris is ultimately responsible for our Fund Risk Profiling service and setting the quarterly assumptions that drive the asset model within Dynamic Planner. He joined Distribution Technology from Aon Hewitt in March 2012 where he was a senior investment consultant providing advice to the Trustees of large UK pension schemes. This predominately involved recommending asset allocations and the appropriate fund manager in the context of the prevalent market conditions whilst considering a scheme’s unique circumstances.

Prior to this, Chris spent four years with Deutsche Asset Management, where he held a role in fund analysis. Chris holds a degree in Mathematics from the University of Canterbury, New Zealand and has completed the Chartered Financial Analyst (CFA) qualification.

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Jim Henning

DT Investment Committee

Jim holds a BSC in Economics from the University of Birmingham and holds the Investment…

Jim holds a BSC in Economics from the University of Birmingham and holds the Investment Management Certificate. Jim has accumulated over 25 years’ experience specialising in investment platform proposition design, fund governance mechanisms and promotional support.

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Chris Brooks, PhD

DT Investment Committee

Chris Brooks is Professor of Finance, Deputy Head of School and Director of Research at…

Chris Brooks is Professor of Finance, Deputy Head of School and Director of Research at the International Capital Market Association Centre, part of Henley Business School. Chris was formerly Professor of Finance at the Cass Business School, London. He holds a PhD and a BA in Economics and Econometrics, both from the University of Reading. His areas of research interest include asset pricing, fund management, behavioral finance, financial history, and econometric analysis and modelling in finance and real estate. He has published widely in these areas, and has over a hundred articles in leading academic and practitioner journals including the Journal of Business, Economic Journal, Financial Analysts Journal, Journal of Banking and Finance, and Journal of Empirical Finance. Chris is Associate Editor of several journals, including the JBFA, the International Journal of Forecasting and the British Accounting Review. Nick is also a member of DT’s investment committee.

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Jason Dewar

DT Investment Committee

Prior to joining DT, Jason was head of Research and Technical Services at Sesame Bankhall…

Prior to joining DT, Jason was head of Research and Technical Services at Sesame Bankhall Group managing a team of 11 people delivering fund, platform and Discretionary Fund Management research and collectively has 27 years of experience within the financial services industry.

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Clive Hale

DT Investment Committee

Clive is Director at Albemarle Street Partners, which focuses on providing independent investment advice to…

Clive is Director at Albemarle Street Partners, which focuses on providing independent investment advice to Independent Financial Advisors and the wider fund management community Ltd and FundCalibre Ltd and external Committee member. Clive brings over 30 years of investment industry experience having previously held Investment Director and Chief Investment Officer roles at Towry and Skandia Investment Group.

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Graham Bentley

DT Investment Committee

Founder and Managing Director of gbi², a specialist investment marketing consultancy serving asset managers, intermediaries…

Founder and Managing Director of gbi², a specialist investment marketing consultancy serving asset managers, intermediaries and distributors. With 35 years’ experience Graham has worked at Henderson, M&G Investments and Old Mutual.

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