Proposition director, Dynamic Planner
Chris is responsible for Dynamic Planner’s investment process proposition and for clients ensuring investment suitability through Dynamic Planner’s investment process.
He leads a 14-strong team of analysts and qualified investment professionals. Chris is a member of the board and executive management team and ensures that the investment expertise is effectively transmitted through the Dynamic Planner application, so that it is usable and understandable by advisers and their end clients.
Previously, Chris built and ran investment propositions for Intrinsic, Blueprint and Bluefin, and was a member of the product and technical team at Bradford & Bingley. He has more than 25 years’ industry experience and as both a chartered and certified financial planner, brings a key financial planning and client perspective to the business.