3 Ways Paraplanners Can Support Advisers With The Fallouts From The FCA Platform Paper

  The FCA platform paper has major implications for firms and we risk a situation where advisers are buried in avalanche of paperwork, which means dropping the ball on client facing activities and other vital aspects of running an advisory business. Paraplanners have a big role to play here and can pick up on the additional […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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