Technology  

Dynamic Planner expands financial planning system into Europe

Despite broadening its operations, Goss said the firm is confident it can still look after existing clients just as adequately in the UK. 

“It’s a natural extension of our business and it’s close by,” said the chief executive.

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“Europe is in the foothills of an enormous shift in the way that advisers help households manage their finances and prepare for retirement in terms of the investment risk they need to take and the regulation that they face. 

“The market feedback we have had is that we can help financial services firms successfully meet these challenges as we do in the UK.”

ruby.hinchliffe@ft.com