The Dynamic Planner Annual Conference

The Dynamic Planner Annual Conference, delegates will also have an exclusive opportunity to join an exciting new initiative and genuinely help evolve the Dynamic Planner service going forward. 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.