The UK’s most popular Risk Profiling
and Asset Allocation Investment Process

“Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design”

Milton GordonMilton Gordon and Co

“Dynamic Planner is straightforward to use and I really like the reports it produces for clients, which illustrate things like the efficient frontier, showing where a client’s portfolio currently sits and where it will potentially sit following your recommendation”

Catherine MorganEssendon Financial Planning

“Dynamic Planner plays an integral part in our risk profiling and portfolio construction process. When we were first looking at the design and make-up of that process, Dynamic Planner came out ahead of other services, because of the combination of things it offers”

Tim HarveyHR Independent

“Because it is recognised so widely within the industry, we know that by using Dynamic Planner’s attitude to risk questionnaire we are asking all the right questions; we know we are not missing anything”

Jackie MillsChase Buckingham

“When we risk profile new clients – and regardless of where they sit on the risk scale, be it a 3, 4, 5, or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner”

Tom OrchardAnnetts and Orchard

“Dynamic Planner plays an integral part in our first meeting with clients. The iPad app is great and we typically use that with a client interactively”

Lee WatersBarwells Wealth