CJ
Chris Jones
Director at Dynamic Planner
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Work Experience
Director
Jul 2018 - Present · 6 years and 5 months
Intrinsic Financial Services
Head Of Investment Proposition
Jun 2012 - Jul 2018 · 6 years and 1 months
Aqua Financial Solutions
Non Executive Director
Nov 2009 - Jan 2013 · 3 years and 2 months
Company Details
51-200 Employees
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
Fora Space, Thames Tower
Station Road
Reading, Berkshire RG1 1LX, GB
Keywords
Risk profilingRisk target managedFinancial planning toolsFund risk profilingCashflow PlanningRisk Profiling SoftwareFinancial Planning SoftwareInvestment ResearchInvestment PlanningRisk Profiled Investments
Contact Details
- Email AddressC**@linktr.eeReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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