Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Dynamic Planner of the Year Awards 2015 – winner announced

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Dynamic PlannerPublished: 14 March 2015

DT presented its new financial planning award at its annual conference on 4th March. The “Dynamic Planner® of the Year Award” has been designed to recognise and showcase the high quality, risk based financial planning advisers achieve using Dynamic Planner.

Our congratulations go to our award winner and runner up!

Informed Choice – WINNER of Dynamic Planner of the Year Award
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Old House Financial Planning – Runner up
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