DYNAMIC PLANNER
Dynamic Planner is a multi-award-winning service with a 15-year track record of success. They help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.
DYNAMIC PLANNER
Industry:
Commercial Financial Services Risk Management
Founded:
2003-01-01
Address:
Reading, Reading, United Kingdom
Country:
United Kingdom
Website Url:
http://www.dynamicplanner.com
Total Employee:
101+
Status:
Active
Contact:
0333 6000 500
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
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Current Employees Featured
Founder
Investors List
FPE Capital
FPE Capital investment in Pre Seed Round - Dynamic Planner
Official Site Inspections
http://www.dynamicplanner.com Semrush global rank: 3.59 M Semrush visits lastest month: 4 K
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