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

Read all about financial planner Tom Orchard of Annetts & Orchard

Dynamic Planner 28 November 2017

Tom Orchard, a financial planner at Annetts & Orchard in Salisbury, Wiltshire: “Annetts & Orchard is a financial planning firm which specialises in creating retirement plans for clients. We first started using Dynamic Planner around three years ago, because of the FCA’s Retail Distribution Review (RDR) at the very end of 2012. The FCA at the time ran a series of roadshows nationwide articulating its concerns of current practice in the sector....

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Topics: case Study


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