Company profile
UK company 04741529, incorporated on 23 April 2003.
Home - Dynamic Planner
Financial planning software for advisers: One system for all your financial planning needs, enabling you to match people with suitable investment portfolios
Company number 04741529
Updated 07 Jul 2026 09:49
Reference milestones and recent Companies House filing stream events.
Company registered at Companies House
1 Dec 2021 to 28 Feb 2022
Dynamic Planner is the market leading provider of financial planning systems to financial advisers in the UK. We currently support 7,000 licence fee paying advisers, and over 1m of their clients have taken our risk and suitability assessment questionnaires. We provide users with a psychometric questionnaire to measure both risk tolerance and the importanc...
1 Sep 2019 to 31 Aug 2021
To use novel insights from behavioural finance and quantitative analysis of large data sets to provide new products for Independent Financial Advisors and Fund Managers which will improve retail investor decision-making.
