Dynamic Planner

The countdown is on - just 8 days until our Annual Conference, where Ben Goss, CEO will share our vision and exclusive insights into our AI innovations. Find out more hubs.ly/Q034TlqL0 #DynamicPlanner2025

From all at Dynamic Planner, wishing you and yours the best this festive season, a very Merry Christmas and a Happy New Year. Thank you for all your support this year and we look forward to working with you in 2025🎄

Carlton Asset Management Limited has selected Dynamic Planner to support their client review & digital client engagement processes Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02XHWJK0

In a year where 25% of the global population voted in elections, Dynamic Planner’s Chief Investment Strategist Abhi Chatterjee sets out the potential outcomes and what he expects to play out in markets as the world moves into 2025. hubs.ly/Q02ZRSb-0

Beechwood Financial Services Limited has selected Dynamic Planner to support their client review & digital client engagement processes Find out about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02XHlJb0

Marius Hampden Consulting has selected Dynamic Planner to support their client review, cash flow & digital client engagement processes Find out more about how we help firms match people with suitable solutions through engaging wealth & financial planning hubs.ly/Q02XHh5h0

Teylu Financial Planning has selected Dynamic Planner to support them in their client review & digital client engagement processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02XHh1h0

Looking forward to meeting any delegates attending the PFS National Conference in Manchester tomorrow, we're excited to share Tram with you – the UK’s first white labelled financial planning app, come and speak to us at stand 69. #pfsrewired #financialplanning

Pen-Life Associates Limited has selected Dynamic Planner to support them in their client review & digital client engagement processes Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02TsKX90

MitonOptimal Portfolio Management (UK) Limited has selected Dynamic Planner to support them in their client review processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02TsMqq0

Medical & Professional Investment LLP has selected Dynamic Planner to support them in their cash flow and client review processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02Tr1X30

Via Wealth Limited has selected Dynamic Planner to support them in their client review processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02TqZYh0

Two weeks to go until we kick off our autumn 2024 series of Training Academies in Manchester, have you registered your place at one of the venues across the UK yet? hubs.ly/Q02TsV_s0

RWC Corporate Benefits Limited has selected Dynamic Planner to support them in their cash flow and client review processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02Tr9jT0

Join us in Edinburgh on Tue 19 Nov (9 - 12noon) for our revamped Training Academies. Engage with your peers though our ‘The Big Questions’ session, and learn even more ways to use Dynamic Planner in your organisation. Register your place hubs.ly/Q02RZT710

Howard Wealth Management Limited has selected Dynamic Planner to support them in their client review processes. Find out more about how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02TnrQ40

Join us in London on Thu 14 Nov (9 - 12noon) for our revamped Training Academies. Engage with your peers though our ‘The Big Questions’ session, and learn even more ways to use Dynamic Planner in your organisation. Register your place hubs.ly/Q02RZVcj0

Fletcher Associates Financial Services Limited has selected Dynamic Planner to support them in their client review and cash flow processes. Find out how we help firms match people with suitable solutions through engaging wealth and financial planning hubs.ly/Q02TnctM0

Join us in Milton Keynes on Wed 13 Nov (9 - 12noon) for our revamped Training Academies. Engage with your peers though our ‘The Big Questions’ session, and learn even more ways to use Dynamic Planner in your organisation. Register your place hubs.ly/Q02RZKtv0

Join us in Newcastle on Tue 12 Nov (9 - 12noon) for our revamped Training Academies. Engage with your peers though our ‘The Big Questions’ session, and learn even more ways to use Dynamic Planner in your organisation. Register your place hubs.ly/Q02RZT720