Dynamic Planner

My Planning Client Portal and Risk Profiler

My Planning is a secure application which allows you instant access to view your financial information, aligned with plans and documents that I/we have provided. The application was created to allow you to have a simple mechanism for reviewing your advised finances on an on-going basis.

You will have the ability to:

• Undertake a questionnaire to determine your risk profile that we can then review together
• Check your investment and pensions valuations in real time
• Securely access your personal investment plan, reports and quotes at anytime
• Contact your financial planner directly and securely online