Company culture

Purpose

Our goal is to support more than half the people getting financial advice in the UK and help bridge the financial advice gap – so people can fund the life they want.

We will achieve this by helping advice firms match people with suitable solutions through engaging financial planning and advice. Our solutions are based on deep sector expertise, ensuring we can deliver on our three brand promises:

  • Suitability. We ensure end clients are accurately profiled and investments in our service behave in line with their profile.
  • Efficiency. We increase the efficiency of the planning and advice process so organisations have the capacity to deliver quality advice to more people.
  • Value. We help organisations demonstrate their value to clients through planning and advice in the digital age.

Culture

At Dynamic Planner, we champion collaboration, continuous learning, and diversity. Our team thrives in a supportive environment with Personal Development Plans and professional qualification opportunities. We pride ourselves on inclusivity, recognised externally, but nurtured internally, where achieving our goals and success are coupled with a supportive environment where mental health and well-being are paramount.

We provide our people with the independence and confidence necessary to flourish, offering a work place where ideas are valued, and diversity, expertise, and collective experiences deliver a unique culture where people genuinely care. Our leaders are approachable, supportive and actively listen, team members feel heard and valued enabling us to design and deliver great solutions, services and experiences for our customers and teams.

Our diverse team and balanced gender representation, reflect our commitment to creating a positive, inclusive workplace where everyone can thrive.

Giving

We are passionate about supporting causes close to team members’ hearts and recognising our place in communities and society as a whole. We partner with Urban Synergy, a youth empowerment charity which offers Black Minority Ethnic and disadvantaged young people the opportunity to intern with us each year, providing guidance, work experience and mentoring.

Our teams support multiple fundraising activities throughout the year and have taken part in Red Nose Day, Macmillan Cancer Support Coffee Morning, the NSPCC and World Food Day to name a few.

We are proud to have been recognised with the Payroll Giving Platinum Award, ‘awarded to employers who have succeeded in generating sustainable income sources for UK charities through payroll giving’ and in addition are members of the UK conservation charity, Trees for life’ where we make regular donations to fund the planting of more than 1,500 new trees in Scotland’s ancient Caledonian Forest.

Corporate Social Responsibility (CSR)

We are committed to Corporate Social Responsibility (CSR) and take pride in our strong culture and clearly defined environmental values. We take responsibility for our impact on the local and global environment and acknowledge our responsibility to build a better tomorrow for our customers, our people and the wider community.

We align our business goals with our values to create long-term positive impacts, focusing on closing the financial advice gap within the UK while reducing our environmental footprint in four key areas:

  • Efficient resource use: We reduce material consumption and collaborate with suppliers who recycle spent materials, such as cartridges, promoting responsible resource management.
  • Emission reduction: We are committed to lowering greenhouse gas emissions and other pollutants per employee by optimising travel arrangements and ensuring energy efficiency in our offices.
  • Collaborative environmental efforts: We assess the environmental impact of our activities and partner with organisations such as Trees for Life, a Scottish conservation charity, to reduce our net environmental footprint.
  • Team awareness and education: We continually raise awareness among our team members through education and training, embedding environmental responsibility into our policies, procedures and ongoing communications.

Our values

We are guided by three core values, which are constant reminders of how we behave, interact and conduct ourselves as a team.

Engaged

We are engaged and passionate about designing and delivering great products, services and experiences for our clients and colleagues.

Empowered

We feel empowered to act, encouraging and collaborating with one another.

Extra Mile

We go the extra mile to add more value than the competition to enable our clients and company to succeed.

Where next …

Our Story

Team

Careers