Today, Dynamic Planner helps more than 1,800 UK advice firms ensure the suitability of investments for their clients; save time; and demonstrate value in the financial planning process. Europe too is now in the foothills of a real shift in the way advisers help households manage their finances and prepare for retirement.
Dynamic Planner’s mission is to help firms match people with suitable portfolios through engaging financial planning – in terms of the investment risk people take and regulation firms face. There is a unique opportunity now to share Dynamic Planner’s expertise and financial planning technology with the EU market.