Company Profile
Dynamic Planner Limited
04741529•Private Limited With Share Capital
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23/04/2003
23 years
6
116
62020
very low risk
Company Overview
Registration, classification & business activity
Dynamic Planner Limited (04741529) is a private limited with share capital incorporated on 23/04/2003 (23 years old) and registered in marlow, SL71PB. The company operates under SIC code 62020 - information technology consultancy activities.
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.
Financial Overview
£12.76M
£10.94M
£1.82M
£14.66M
£1.79M
Key Metrics
116
Employees
6
Directors
1
Shareholders
Board of Directors
Charges
4
Registered
0
Outstanding
0
Part Satisfied
4
Satisfied
Innovate Grants
This company received a grant of £17816.0 for International Risk & Suitability Profiling. The project started on 01/12/2021 and ended on 28/02/2022.
Import / Export
Risk Assessment
very low risk
International Score
Future Factor
excellent
Performance Rating