Ben Goss

Dynamic Planner rolls out app to help advisers with Consumer Duty and content

Available to financial planning firms in white labelled form

March 6, 2024

Search PA Adviser

About Us
Cookie Policy
Privacy Policy
Terms and conditions
Acceptable Use Policy
Contact

LinkedIn
X

Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

Ben Goss

Dynamic Planner rolls out app to help advisers with Consumer Duty and content