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Dynamic Planner

My Planning Client Portal and Risk Profiler

My Planning is a secure application which allows you instant access to view your financial information, aligned with plans and documents that I/we have provided. The application was created to allow you to have a simple mechanism for reviewing your advised finances on an on-going basis.

You will have the ability to:

  • Undertake a questionnaire to determine your risk profile that we can then review together
  • Check your investment and pensions valuations in real time
  • Securely access your personal investment plan, reports and quotes at anytime
  • Contact your financial planner directly and securely online

Want to know more?

Call us for a friendly chat on 01257 233023 or email: info@annewray.org or Join our mailing list