Client Profiling

The major way Dynamic Planner helps us is the time saving, regarding the client review process. And the look of the reports. Much more professional than what we were producing. Before, we used our own templates, a one-pager on the valuations and what information we could extract from places on performance. We cribbed it together […]

AV Trinity is a well-established company in Kent which has been trading for 20 years. We have 25 staff in all, which include nine advisers and three paraplanners, and the size of our assets under advice is approximately £360m. We offer clients holistic financial planning advice across all age groups. AV Trinity offers a central […]

Barwells Wealth has two financial advisers and approximately £110m in assets under management. We are a private client firm, offering advice on pensions and investments. We use three investment platforms – FundsNetwork, Nucleus and AJ Bell. We first started using Dynamic Planner in 2014. The firm went through a due diligence process, looking at the […]

There are three CF30 advisers at Mark Dean Wealth Management. Our approximate assets under management are £45million. We offer our clients, of which we currently have 38: no initial charges; only 0.5% ongoing charge; we are independent and directly authorised; and we are members of the Chartered Insurance Institute (CII) and Federation of European Independent […]

Dynamic Planner is a partner in my business, to all intents and purposes, and plays an integral part in it. It supports me in having a compliant and repeatable process for risk profiling clients and for selecting where their money is invested, in line with benchmark asset allocations for an agreed level of risk. It […]

[Lee] I joined Parkgate two weeks before we went into lockdown in March. Although I have advised in the past, I have spent the last 10 years supporting the development of adviser firms across the UK. Having no clients of my own, I inherited a client bank at Parkgate and completely expected to go and meet […]

We first started using Dynamic Planner, because it made a lot of sense, through what it was doing. We knew we could use it to provide an audit trail of work we were doing with clients. We use a variety of providers including the Nucleus Wrap, Prudential and Royal London – and, for example, we […]

We have two financial advisers at the firm – which is directly authorised – working with approximately 200 clients paying ongoing fees. Working with that many clients and this is what Dynamic Planner is all about, you must have a process and CIP in place. Without a partner like Dynamic Planner, we wouldn’t be able […]

We are directly authorised and have two financial advisers, between which we have just over 400 clients. A client portfolio varies in size. We have no minimum bar for a new client, ranging up to a client with more than £1.5million. We have been using Dynamic Planner for approximately three years and we first adopted […]