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Thank you again for choosing us and the UK’s most popular Risk Profiling and Asset Allocation Investment Process. We look forward to working with you and closely supporting you and your firm at every step of your Dynamic Planner journey – which we hope will be long and very valuable.

When we previously did a client review it was taking us between five and six hours per client. Now, using Dynamic Planner, it takes us 45 minutes.

David OwenLifetime Connect