Fund Research

It was a big decision, to take on a new piece of software that we were going to be paying for. We were using another system, but the reports it produces aren’t really client-facing. It just wasn’t the output we wanted. We wanted to replace some documents we were giving clients. Now, to be fully […]

Dynamic Planner has changed the way we do things. It simplifies your whole process. We were first just using Dynamic Planner’s client risk profiling process, but once we were introduced to all the things the system offers, within six months we had fully integrated it. In our advice process, we use it from start to […]

I love how Dynamic Planner gives you a consistent way of assessing attitude to risk and capacity for loss, of every client. That is integral to our process. It’s one of the first things we do with the client after the terms of business. First, we onboard their investments and then they get a Dynamic […]

At Advantage Wealth Management we give clients holistic advice, which includes insurance, mortgages and wills alongside the core of the business – investments, pensions and protection. We first started using Dynamic Planner in 2015. We left the 2plan network and Compliance First (which is part of SimplyBiz) in March 2017 and moved direct to Dynamic […]

I offer clients a very personal service. When they call, they speak to me – nobody else. This year, they have been relatively happy with how their portfolios have performed. People don’t necessarily want big returns – they want stability. Hopefully, I have been able to educate my clients that investments will go up and […]

I have been advising since 1981 and became independent in 1992. I sold that firm after relocating to Worcestershire and, after working with others, soon realised that I needed to be on my own, this time as a one-person firm with support from my husband Chris. I am happy providing high quality, bespoke advice to […]

There are three of us who work at The Pension House – one adviser, a paraplanner and an administrator. We are based in the beautiful countryside of Northamptonshire and offer our clients advice on corporate pensions, private pensions, investments and life insurance. We also hold specialist pension qualifications and can advise on defined benefit, final […]

Each of our advisers has around 60 active clients, whose portfolio typically sits between £50,000 to £150,000. We are directly authorised and first began Dynamic Planner about five years ago. Where it works really well for us is once we’ve collated all of a client’s information and are then looking to make a recommendation, Dynamic […]

Milton Gordon & Co are independent financial advisers. It is a family business in the heart of Henley-on-Thames with assets under management of approximately £16m. I work with private clients and small business owners, and provide independent, holistic, financial planning advice. I first started using Dynamic Planner in 2013 and use it, within Milton Gordon’s […]