Dynamic Planner hires tech guru as new chair  

Financial Planning software firm Dynamic Planner has appointed Michael Whitfield as its new chair following a major private equity investment last year.

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Private equity firm FPE invests in Dynamic Planner

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

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Financial Planning set for ‘golden age’

The Financial Planning profession is set for a “golden age” of growth, Ben Goss, the CEO of planning fintech firm Dynamic Planner has predicted.

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Dynamic Planner launches new cashflow tool

Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool. 

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