To paraphrase American writer Edward Abbey,
Financial services are a bit like stew. If you don’t stir it up every once in a while, then a layer of scum floats to the top.
That’s why at FinalytiQ, we like to stir things up every now and then. Our aim is to help our clients deliver better outcomes to end investors than they would without our help.
We provide critical analysis, benchmarking and insight to advisers, providers and asset managers. Our particular area of expertise includes retirement income, investment propositions and product/provider benchmarking.
We support advisory firms with high-quality research and due-diligence that help advisers deliver superior client outcomes in a compliant way. Through our market analysis, benchmarking and thought-leadership content, we help platforms and asset managers identify their distinct positioning in the market place and build propositions that are fit for purpose.
We happen to think that we can all do a whole lot more to improve client outcomes. Want a consultancy that will tell you distorted truth about how great your products and services are? Try one of our competitors. Want a fresh pair of eyes, critical thinking that challenges your proposition and an unflinching focus on improving client outcomes? Pick up the phone to us.
Founder and Director
Abraham is founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co, an innovative online application for illustrating sustainable withdrawal strategies in retirement portfolios.
He has authored several industry papers and delivered talks to the FCA, Chartered Insurance Institute, Personal Finance Society and several conferences across the country. He holds a Master’s degree from Coventry and an alphabet soup of designations, including the IMC, CFP, Chartered Financial Planner and Chartered Wealth Manager. But of course, no one really cares.
Abraham was one of 5 finalists for the Professional Adviser Personality of Year Award 2015, alongside the then Pensions Minister Steve Web but the award went to a more deserving winner, obviously!
George holds a Masters degree (with distinction) in Financial Mathematics from Kings College, London and an undergraduate degree in Financial Engineering.
For his undergraduate dissertation, George chose the topic “Integrated optimization models for immunizing and matching pension funds bond portfolios” and ‘Stochastic control for optimal dynamic trading strategies” for his Masters. Clearly, a mathematician at heart but the topics left us wondering why he didn’t choose harder ones!
Karthica Underwood, APFS
Senior Technical Consultant
After a very short stint at the Office for National Statistics – the obvious place to go after a degree in Statistics and Management Studies, Karthica started her career in financial planning. It’s a wonderful circle as she started out supporting advisers with research and paraplanning, before moving into the advisory role in 2004 and then back into a research role in 2014. Karthica holds the Chartered Financial Planner designation. She has worked within both large and small businesses and understand first-hand the challenges facing advisers today.
Outside of work, Karthica enjoyed learning different styles of dance over the years, However, life changes and although her footwear is now far more sedate, she enjoy messing around with her son, red wine and chocolate. The former in abundance.
Associate, Retirement Consulting
David plays a major role in delivering our retirement income consulting services. He has considerable experience and expertise in the retirement income market. He previously had roles at L&G, Aegon, LV= Retirement Solutions as well as the financial advice firm Forster Denovo.
David was born in Essex but despite this, he’s known for his clear strategic thinking and facial hair!
Digital Multimedia Specialist
Jake is the most recent addition to the FinalytiQ Team. He holds a Multimedia Computing Degree (BSc Hons) from Staffordshire University and has extensive knowledge in all things creative.
Apart from being the in-house Designer here at FinalytiQ and a designer at heart, Jake also oversees all marketing material that we put out. Meaning that every Video, Email, Podcast, Social Post & Website Content you see, Jake will have a hand in it.
If he puts as much effort into his work than he does ‘trying to look good’ in the mornings, you should see some incredible stuff!