Milton Gordon & Co are independent financial advisers. It is a family business in the heart of Henley-on-Thames with assets under management of approximately £16m. I work with private clients and small business owners, and provide independent, holistic, financial planning advice.
I first started using Dynamic Planner in 2013 and use it, within Milton Gordon’s investment proposition, for its risk profiling process and also for designing investment portfolios. I initially heard about it through word of mouth recommendations from other users.
At Milton Gordon & Co, I use mainly Transact, onto which I embed my portfolios and also for larger clients with bespoke portfolios.
Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design. Finally, in terms of demonstrating value to clients, I can easily demonstrate to them my portfolio design process.
It was a quick and simple process to start using Dynamic Planner. I felt that they listened to me and understood my challenges as a financial adviser.
