Dynamic Planner

Sovereign House, Vastern Rd, Reading RG1 8BT, UK

Details:

Details about Dynamic Planner

Dynamic Planner is a leading financial planning software provider in the UK, offering a comprehensive system for advisers to match clients with suitable investment portfolios. Founded in 2003, Dynamic Planner ensures accurate risk-based planning and ad...

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Year Founded

2003

Employees:

Employees at Dynamic Planner

Piers Lawson

Dynamic Planner

Ben Goss

Member Of The Board Of Advisors at Dynamic Planner

Gary Savory

Senior Consultant at Dynamic Planner

Joanne Macklin

Freelance Public Relations Consultant at Dynamic Planner

Chris Jones

Director at Dynamic Planner

Jason Dewar

Head of Fund Research at Dynamic Planner