Direct Debit

Dynamic Planner is a multi-award-winning service with a 15-year track record of success. Our brand promises help you ensure investment suitability initially and on an ongoing basis. It is the most widely used risk profiling process in the UK, with more than 6,500 advisers licensed from thousands of firms from large networks and nationals to high quality regional and local firms. More than 900,000 of your clients have been profiled using Dynamic Planner in the last five years alone.