Drive towards sustainable investing promises improved clarity for clients en route
Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate…
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“I have been able to intuitively use Dynamic Planner. It’s easy - certainly the easiest cash flow modelling tool I’ve used.”
David MillsRidgeways Financial Planning
Streamlined processes
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Kevin WalshHome & Finance Ltd
Hybrid financial planning
“For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is built is brilliant.”
Gordon CrothersAttain Wealth Management
Streamlined processes
“Through Dynamic Planner, we’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month.”
Simon DrakeBainlye Drake Wealth
Hybrid financial planning
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Nick RyanYellow Bear Financial Consultancy
Value for the client
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Louise JonesIvor Jones and Co
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A multi-award-winning service with an 18-year track record of success
£220bn+
Risk profiled each quarter
1,350+
Risk Profiled Investments
1m
Customers serviced since RDR
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Asset Class Model
26
Back office, platform integrations
18
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