Sustainable investing – Why it’s important to read the label
By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we…
Schroders UK Platform Awards
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What are our clients saying?
Easy to use
“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
“All the financial planning tools we need today, in IFA terms, are in Dynamic Planner. We have been able to stop using other tools we don’t need.”
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
“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through Covid.”
Nick RyanYellow Bear Financial Consultancy
Value for the client
“Dynamic Planner’s Client Review has changed everything for me. It’s just brilliant. The whole process becomes much more interactive with the client.”
Louise JonesIvor Jones and Co
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A multi-award-winning service with an 19-year track record of success
£250bn+
Risk profiled each quarter
1,600+
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24
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19
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