Essendon Financial Planning

There are two advisers at Essendon Financial Planning, which provides financial planning advice to clients who very much want to build a picture of what their current situation is, so they can make good financial decisions in the future. Our assets under management are approximately £8m and the platforms we predominantly use are Aviva, Standard Life, Zurich and Old Mutual.

Dynamic Planner, within our client proposition, really enables us to map out a client’s risk profile – their capacity for risk, their capacity for loss and their investor experience. It also helps us research investments for clients and helps build portfolio recommendations. Dynamic Planner definitely adds value to our firm in those respects.

It is straightforward to use and I really like the reports it produces for clients, which illustrate things like the efficient frontier and where a client’s portfolio currently sits, and where it will potentially sit following your recommendation. That’s great. If you’re very visual like I am, you will really like that aspect of Dynamic Planner.

Reports – which you can tailor – are a key strength of Dynamic Planner. From a client perspective, what they really want to know is, is a recommended fund going to perform well and perform how it should in terms of risk and volatility? Dynamic Planner reports evidence that nicely by showing the underlying asset allocation.

Case Study

Essendon Financial Planning

Contact

Catherine Morgan

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

Catherine MorganEssendon Financial Planning

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