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 people who care about their environment and doing good with their money. Funds under influence are no longer my measure of success but more the value I place on quality outcomes.
I have always been passionate about ethical and sustainable investing, which, back in the 1980s, was much less mainstream. It has taken a long time for companies to create a stream of good, sustainable investment portfolios. Often these cannot reflect the very special preferences clients demand, so I have to create some portfolios myself and find ways I can risk-rate these to ensure they fit into compliant advice.
One of the benefits of Dynamic Planner, as I see it, is that I can easily get these portfolios objectively risk rated, something that I was beginning to get concerned about as the new business grew. I needed to find ways to keep moving forward compliantly. Dynamic Planner fills that need.
I wanted software and a service that enabled me, in a sense, to hand over much of the routine to have time to be closer to my clients. I was already a threesixty services member and it was a delight to discover how Dynamic Planner and threesixty fit together to further improve the value of the software.
I have clients who have been loyal for many years which is so important. Of course, you have to ensure everything is strictly compliant and long-standing clients can be managed by earlier standards. I need to have their records and advice also brought up to date. When you work in this sector there are some unusual client preferences that need to be properly documented.
I see Dynamic Planner as a very good vehicle to pull everything together logically. As well as ensuring compliance, it gives me more analysis and planning tools that enhance my process and advice.
I am impressed with the Client Success team at Dynamic Planner as I get to grips with the service. If we have a question or need guidance, I receive fast service in a very pleasant way, even with a touch of humour at times – they are lovely people. Any service of this type must be backed with good support and good communication, which is what I get from Dynamic Planner.
It was a leap of faith to begin using it, but I thought, ‘Let’s test it and try it’. I went for it and am glad I did. If you are looking for a service with great support, it’s a very good idea to test Dynamic Planner.
