The Dynamic Planner Team

We are proud to have a diverse and inclusive team, ranging from individuals who were involved in the original start-up of the business back in 2003 who have grown with the company, alongside some of their newest colleagues today.

Our people have deep industry knowledge and specialisms within their areas of expertise, which is broad-based and includes: Financial Planning and Advice, Asset and Risk Modelling, Business Analysis, Client Engagement, Software Development & Test, Project Management, Finance, Consultancy, Legal, IT, HR and Marketing. This brings a wealth of knowledge and understanding reflected in the services provided and our company culture.

Read about our vision and values here

Executive Management

Elly Gallagher - People & Recruitment Manager

Elly Gallagher

Head of People & Values

Elly Gallagher is Head of People & Values at Dynamic Planner. She is responsible for Dynamic Planner’s People function, including recruitment of talent and is also involved closely with employee engagement, strategy and HR projects. Previously, Elly spent more than 16 years with Auto Trader UK, working in various HR roles as the business transitioned from print to digital. When she left Auto Trader UK, she was a HR Business Partner for the Sales Division. Elly is MCIPD qualified and achieved her diploma in 2002 while working full-time. She has also studied at the Henley Business School.
Ben Goss - Chief Executive Officer

Ben Goss

Chief Executive Officer

Ben Goss BSc MA is CEO of Dynamic Planner and heads the Executive Management Team. He is an award-winning entrepreneur, with more than 20 years’ experience at the forefront of financial services. Ben co-founded Distribution Technology (DT) in 2003 to apply the lessons he has learned about how FinTech can be used to support the provision of high quality, suitable investments and advice to all through advice firms. Dynamic Planner has grown to become the leading provider of risk and asset allocation-based investment process to IFAs.

Previously, in 1998, he co-founded Sort, the UK’s first online investment adviser. Sort took off, delivering regulated advice to more than 1,000 people a day before being sold to the largest online adviser in the US in 2000. In setting up Sort, Ben qualified as a financial adviser. Previously, Ben was a strategy consultant for PricewaterhouseCoopers.

He studied at the University of Bradford in the UK and Indiana University in the US where he was a MacArthur Foundation Scholar. He is a Fellow of the Royal Geographical Society and the Royal Society of Arts.

Ben is a former Ernst & Young Entrepreneur of the Year and winner of the Deloitte UK Fast 50, which recognises the 50 fastest-growing UK tech companies. He has been widely quoted in the trade and national press including The Times, The Financial Times and The Daily Telegraph, and he has blogged for The Huffington Post. He is the author of Catching the FinTech Wave, published in 2017, a guide to adopting FinTech and transforming financial planning firms. He is a regular speaker at industry events, including the Treasury’s International FinTech Conference on his passion for helping advice firms deliver suitable investments and advice using Dynamic Planner.

Chris Jones Propositions Director at Dynamic Planner

Chris Jones

Proposition Director

Chris Jones is Proposition Director at Dynamic Planner. He is responsible for Dynamic Planner’s investment process proposition and for clients ensuring investment suitability through Dynamic Planner’s investment process. He leads Dynamic Planner’s 14-strong team of analysts and qualified investment professionals.

Chris is a member of the Executive Management Team and ensures that the investment expertise is effectively transmitted through the Dynamic Planner application, so that it is usable and understandable by advisers and their end clients.

Previously, Chris built and ran investment propositions for Intrinsic, Blueprint and Bluefin, and was a member of the product and technical team at Bradford & Bingley.

He has more than 25 years’ industry experience and as both a Chartered and Certified Financial Planner, brings a key financial planning and client perspective to the business.

Piers Lawson - Chief Technical Officer

Piers Lawson

Chief Technology Officer

Piers Lawson is Chief Technology Officer at Dynamic Planner. He is responsible for the software architecture and the infrastructure on which the Dynamic Planner system runs. Piers has more than 25 years’ industry experience having previously worked for GEC Marconi Electronic Systems, Sony Broadcast & Professional and CSC. He has a bachelor’s degree and a master’s in electrical electronic engineering from the University of Bradford. He is a registered European Engineer and a Chartered Engineer with the IET (Institution of Engineering & Technology).
James Smith - Head of Intermediary Account Management

James Smith

Head of Adviser Services

James Smith leads the Dynamic Planner Client Success and the Sales team. He is responsible for strengthening relationships with clients, account management, Dynamic Planner training and ensuring clients can fully embed Dynamic Planner within their client service proposition. Previously, James was Key Account Development Manager at AXA Wealth. He is a chartered financial planner and has more than 25 years’ experience in financial services.

Yasmina Siadatan

Sales and Marketing Director

Yasmina Siadatan is Sales and Marketing Director at Dynamic Planner, and part of the Executive Management Team and the Board. She is an integral contributor to decision making in the business, working in tandem with the senior team at Dynamic Planner to lead and deliver on its marketing-led growth strategy and further build the Dynamic Planner brand.

She and her team are responsible for Dynamic Planner’s marketing and communications strategy which includes branding, sponsorship, PR and driving awareness throughout the retail investment industry through an extensive programme of conferences and events. Previously, as Creative Director of Start Up Loans, Yasmina headed marketing and communications for the government’s flagship scheme which provided access to finance for small businesses.

She worked for Lord Sugar in 2009 having won the fifth series of BBC One’s The Apprentice, heading up his flagship tech and digital media organisation and overseeing product marketing and advertising sales to blue chip organisations. Following that she was headhunted by James Caan of Dragons’ Den fame to help run his private equity organisation. She graduated in economic history from the London School of Economics.

David Wadsworth - Chief Operating Officer

David Wadsworth

Chief Operating Officer

David Wadsworth is Chief Operating Officer at Dynamic Planner. He is responsible for Dynamic Planner’s product development and implementation teams, and client account management and support alongside the operations team. He began his career at NatWest bank, which he joined as a graduate, specialising in project management.

In 2000, he joined Fiserv (Europe) as Programme Manager. By 2004, he had been appointed to the Fiserv Board as Delivery Director, responsible for providing complex banking systems and solutions, including bespoke modifications, substantial integrations and customer migration projects. He graduated from Queen Mary University London in civil engineering.

Abhimanyu Chatterjee - Head of Asset Risk Modelling

Abhimanyu Chatterjee

Chief Investment Strategist

Abhimanyu Chatterjee is Chief Investment Strategist at Dynamic Planner. Abhi leads Dynamic Planner’s team of analysts, who are responsible for asset allocation and for the Dynamic Planner risk model. He also chairs the Investment Committee.

Previously, Abhi headed up investment risk and qualitative research teams at Columbia Threadneedle Investments, Invesco and the BT Pension Scheme. He has also managed money for hedge funds. Abhi completed his bachelor’s degree in mechanical engineering at Jadavpur University in India before achieving a master’s in business management (finance) at the University of Reading. He completed a PhD in finance also at the University of Reading and maintains a close relationship with the university.

Chairman and Non-Executive Director

Chairman – Neil Brown

Non-Executive Director – Jon Whitmore

Investment Committee

The Investment Committee provides external governance, challenge and input from experts on the analysis and conclusions of the team before approving any actions or changes to our models or service.

Chris Jones Propositions Director at Dynamic Planner

Chris Jones

Proposition Director

Chris Jones is Proposition Director at Dynamic Planner. He is responsible for Dynamic Planner’s investment process proposition and for clients ensuring investment suitability through Dynamic Planner’s investment process. He leads Dynamic Planner’s 14-strong team of analysts and qualified investment professionals.

Chris is a member of the Executive Management Team and ensures that the investment expertise is effectively transmitted through the Dynamic Planner application, so that it is usable and understandable by advisers and their end clients.

Previously, Chris built and ran investment propositions for Intrinsic, Blueprint and Bluefin, and was a member of the product and technical team at Bradford & Bingley.

He has more than 25 years’ industry experience and as both a Chartered and Certified Financial Planner, brings a key financial planning and client perspective to the business.

Abhimanyu Chatterjee - Head of Asset Risk Modelling

Abhimanyu Chatterjee

Chief Investment Strategist

Abhimanyu Chatterjee is Chief Investment Strategist at Dynamic Planner. Abhi leads Dynamic Planner’s team of analysts, who are responsible for asset allocation and for the Dynamic Planner risk model. He also chairs the Investment Committee.

Previously, Abhi headed up investment risk and qualitative research teams at Columbia Threadneedle Investments, Invesco and the BT Pension Scheme. He has also managed money for hedge funds. Abhi completed his bachelor’s degree in mechanical engineering at Jadavpur University in India before achieving a master’s in business management (finance) at the University of Reading. He completed a PhD in finance also at the University of Reading and maintains a close relationship with the university.

Ian Clarke - Senior Analyst

Ian Clarke

Senior Analyst

Ian is Senior Analyst for the Investment Services Research Team, primarily responsible for the quantitative analysis that underpins Dynamic Planner’s ‘Premium’ and ‘Select’ grading system for investment vehicles. He is also a member of Dynamic Planner’s Investment Committee. Ian has devoted his professional life to research, beginning as a post-doctoral fellow (University of Reading) prior to joining the financial services industry, specialising in investment fund research.
He has more than 25 years’ experience of providing investment product analysis and technical support for large financial advice firms. In addition to fund research, Ian has experience of devising quantitative risk-grading schemes, portfolio construction systems and developing and operating a suite of authorised funds. Ian holds the Investment Management Certificate.
Chris Brooks

Chris Brooks

Professor of Finance and Director of Research (ICMA)

Chris Brooks is Professor of Finance and Director of Research at the International Capital Market Association (ICMA) Centre at Henley Business School.

He was formerly Professor of Finance at Cass Business School, London. Chris has a PhD and a BA in economics and econometrics from the University of Reading.

His areas of research interest include asset pricing, fund management, behavioural finance, financial history, and econometric analysis and modelling in finance and real estate. He is published widely in these fields and has authored more than a hundred articles in leading academic and practitioner journals.

Chris is a Senior Fellow of the Higher Education Academy and is well known as the author of the first introductory-level econometrics textbook targeted at finance students, ‘Introductory Econometrics for Finance’ (Cambridge University Press, 2014), now in its third edition and which has now sold more than 60,000 copies worldwide.

David Goerz

David Goerz

David Goerz has more than 27 years of global investment management experience in various leadership and portfolio management roles, including as Chief Investment Officer since 2002. He has chaired investment and asset allocation committees since 1997, while managing various equity and global asset allocation strategies for institutional, mutual fund and high net worth clients worldwide as portfolio manager since 1991.

His distinguished track record spans global tactical asset allocation, currency management, quantitative US and global equity strategies, global bonds, long-short, and venture capital. He has pioneered innovations in strategic policy, portfolio optimization, return forecasting, hedging / derivatives and risk management, as well as implementing the first known completion and transition fund management mandates in 1994.

David is CEO and Chief Investment Officer of Strategic Frontier Management, which he founded in 2015 to provide global tactical and strategic asset allocation portfolio solutions and investment strategy advisory consulting for asset owners, family offices, trusts and their investment advisers.

Previously, David was EVP, Head of Investment Strategy and Risk Management for Alberta Investment Management (AIMCo) with $85bn under management for agencies of the Province of Alberta. He chaired both the Management Investment Committee and Tactical Risk Allocation Committee.

He has also held Chief Investment officer or senior investment / portfolio management roles for HighMark Capital Management / MUFG Union Bank (SVP, Chief Investment Officer), mPower Advisors (SVP, Chief Investment Officer), Morningstar Associates (SVP, Chief Investment Officer), Wellington Management Company (VP, Director of Global Asset Allocation Research and Portfolio Manager), TSA Capital Management (SVP, Senior Investment Strategist and Research Director), and ARCO Investment Management (Senior Quantitative Analyst and Portfolio Manager). Before embarking on his investment career, he was a Research Engineer in Operations Research Engineering for General Dynamics.

David has served on the Board of Directors for Axioma Inc. since 2004 and is Chair of the Compensation Committee. He also served on the Board of Directors for Mismi Inc. (2010-14), the Board of Directors for Bloom Energy (2014), the Board of Directors for Institutional Investors Roundtable (2014-15) and the Strategic Advisory Board of the CFA Society of San Francisco (2007-13). He received his bachelor’s degree from UCLA in applied mathematics and a master’s in operations research engineering from Stanford University.

Wallace Dobbin

Wallace Dobbin has more than 30 years’ experience in corporate strategy, mergers and acquisitions, governance and risk management. He is a qualified barrister and currently Chairman of The Exeter, a leading mutual health insurer and he is on the FNZ UK Board, both relevant yet non-competing nor conflicting businesses.

Wallace was a founder of Intrinsic Financial Services, one of the most successful start-ups in financial services distribution. He was formerly a main board director of Zurich’s UK, Southern African and Asia Pacific business and Strategy Director of BAT Financial Services. His public-sector experience includes being a former vice chair and Senior Independent Director of Gloucestershire Hospitals NHS Foundation Trust and a Trustee of Sir Steve Redgrave’s Charitable Trust.

Our Team

Rebecca Palmer

Piers Lawson

Nichole Hayes

Mark Crumpen

Eleni Piperaki

Jess Prasannan

Chris Moorefinch

Sunitha Parappurath

Yasmina Siadatan

Abhimanyu Chatterjee

Jennifer Goddard

Jim Henning

Imran Mahmood

Sarah Burgess

James Smith

Tatiana Maioriello

Nicky Dawson

David Wadsworth

Katalin Parzer

Neil Wallace

Joshua Knight

Hiraa Malik

Paul Barker

Charmaine Thomas

Elly Gallagher

Ian Clarke

Nicole Hughes

Jason Dewar

Paul Roberts

Sarah Arcari

Joseph Mohan

Kevin Bull

Glenn Bryant

Gary Savory

Jigar Mehta

Jack Pollock

Andrew Urbanski

Michael Perry

John Mason

Holly Enticott

Jack Clarke

Andy Edwards

Victoria Andrews

Simran Toor

Louis Williams

Talida Bighiu

Jo Kamle

Join us - We are fortunate to have an enviable location right in the heart of the Thames Valley, meaning we can attract some of the best talent and continue our success story

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