Welcome to the Dynamic Planner 2025 Annual Conference.
On 12 February 2025, join us at London’s iconic 22 Bishopsgate for a transformative day designed to inspire, challenge, and elevate your business.
Dynamic Planner Annual Conference
In today’s fast moving digital world, our 2025 conference is all about harnessing the power of data and insight to unlock new opportunities for you, your firm and your clients. Hear from Dynamic Planner CEO Ben Goss as he unveils the future of digital advice, exclusively lifting the lid on Dynamic Planner’s approach to AI – can it simplify the advice process and boost efficiency in ways we’ve only imagined until now?
Find out how technology can revolutionise the way you work and give you a competitive edge.
We welcome the acclaimed Radio 4 broadcaster, experienced journalist and University Challenge host Amol Rajan, who will lead the day with energy and insight. Expect thought-provoking discussions from the UK’s top Chief Investment Officers and industry experts, offering crucial perspectives on market dynamics and regulatory shifts.
But the day is about more than just learning – it’s about connecting. Whether you’re attending in person or streaming from your office, you’ll enjoy unparalleled networking opportunities with peers, industry leaders, the UK’s fastest growing financial planning and wealth management firms, asset managers, DFMs and many more from our community, discussing the latest solutions and how they fit your clients’ needs.
In-person places are strictly limited to a first come, first served allocation, so don’t miss out on this game-changing day. Register here and save the date – 12 February 2025. Prepare to elevate your business, your clients, and your success.
