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About Dynamic Planner
Dynamic Planner is a multi-award-winning service with a 16-year track record of success. We help advice firms match people to suitable portfolios through engaging financial plans. Dynamic Planner is the most widely used risk profiling and portfolio review service in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.