Dynamic Planner

Dynamic Planner is a digital financial planning and advice platform that assists firms in matching people with suitable solutions through financial planning.
  • Client Profiling
  • Cash Flow Planning
  • Investment Research
  • Financial Advice Software
  • Digital Client Engagement
  • Risk Managed Decumulation
Size
Medium
Phone
N/A
Website
dynamicplanner.com
Email
N/A
Locations
Thames Tower, Fora, Station Rd, RG1 1LX
03336000500
8:30 - 17:30
Digital Popularity
Popularity over time
Social Media
Available on
Glassdoor
Company Details
Dynamic Planner is operated by Dynamic Planner Limited and is a Active company incorporated on 23 April 2003 with the registered office located in Marlow, Buckinghamshire. Dynamic Planner Limited was registered 22 years ago.
Status
Active
Size
Small
Directors
4
Age
22 years old
Employees
127
Turnover
£13.06M
Total Assets
£10.8M
Cash in Bank
£1.51M
Total Liabilities
-£9.85M
Mr Benjamin Goss
Director • Managing Director • British • Lives in UK • Born in Apr 1968
Mrs Fiona Margaret Talbot
Director • Cfo • British • Lives in UK • Born in Apr 1967
Miss Yasmina Clare Siadatan
Director • Marketing Director • British • Lives in England • Born in Jun 1981
Mr Christopher Harold Jones
Director • Propositions Director • British • Lives in England • Born in Jul 1969
Palladia Bidco Limited
PSC
More information on Dynamic Planner Limited