Fund and Asset Managers

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

Insight and Opinion into Financial Planning Matters

Gary Savory

Gary is Sales Executive at Dynamic Planner with responsibility for the intermediary market.

Recent Posts

Digital Advice - The Tide Is Turning

Gary Savory 23 March 2017

Over recent weeks and months I have been pleasantly surprised to speak to many advisory firms who are now taking the leap into the unknown of digital advice. During my five years at Dynamic Planner I have spoken to hundreds of advisers and directors who have mostly fallen into the "if it ain't broke, don't fix it" view around the type of clients and service they provide. That is a totally understandable and logical viewpoint. However, I am starting to speak to technical paraplanners and operational staff who have been tasked to take ...

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Topics: bensblog


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