Client Review

The new report Elements produces is nice and simple and clear, and clients understand it. They like it. It allows you, as an adviser, to tick off boxes compliance-wise, which is brilliant, because it ensures you are following a structured procedure. It’s just brilliant – I love it. Once you have the client’s information in […]

There are five of us here who work at Rigby Financial. Our current assets under management are approximately £30m and the service we provide our clients is general, holistic financial planning. Our bread and butter business comes from pensions, investments and life cover. I went straight into the industry from school, first working for a […]

For the last few years, I have worked as the only adviser in my firm and currently have approximately £24m of assets under management, offering clients a full financial planning service. My career started in 1997 when I joined Chase de Vere in Leeds, having just graduated and then set up my own business after […]

I think Elements and the new Client Review looks great. I think it’s the way forward for me as an independent adviser, because it puts me in the same position as large national firms, in terms of their very slick presentation. It allows me to wealth manage a client’s portfolio, whether it’s for old or […]

Elements and the new Client Review in Dynamic Planner is excellent – and it’s only got better the more we have used it. We’re really impressed. It’s saving us a tremendous amount of time – and I mean hours and hours per client. The problem we had before was presenting data consistently to clients, rather […]

I started using Dynamic Planner’s Client Review at the start of 2020 and it has changed everything for me. It’s just brilliant and has transformed my review process. It makes my life so much easier, because now I can sit and go through everything with the client in real time, whereas before I was having to give […]

As someone who completes a lot of the administration work at our firm, Dynamic Planner has been a great addition to the way we construct reports and research for clients. The Dynamic Client Success team are always on hand for advice and guidance, and when I have reached out to them with ideas on how […]

[8 minute read] We have 750 clients at Bainlye Drake Wealth, so Dynamic Planner helps us look after the business, in that sense, that we have created so far – delivering the highest level of service possible. In April 2018, we came away from a network which had its own in-house risk profiler, but which […]