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 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 (IMC), Chartered Financial Planner, CFP and Chartered Wealth Manager designations.
He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015, alongside the then Pensions Minister but the award went to a more deserving winner, obviously!
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.
Head of Retirement Income Consulting
David recently joined FinalytiQ to lead 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!
Jason is the fund ninja at FinalytiQ, having joined the team in early 2015 and brings with him a working knowledge of fund administration and performance analysis. An ambitious character whose career within the financial industry started at International Financial Data Services (IFDS) as an Associate; a role consisting of analysis for over 12 different investment management companies.
He combines daily work with studies; to obtain Investment Management Certificate (IMC) from the CFA Institute. In his spare time Jason enjoys watching movies and owns a very large collection. He also enjoys watching (and occasionally playing) football. He supports no teams but follows them all.
Having recently graduated with a first in Accounting and Finance at at the University of East London, Kenny joined FinalytiQ as a graduate intern in 2015. She is finding the weird and wonderful world of retail investments more fun than she ever dreamt.
Her primary focus here at FinalytiQ is in gathering and analysing data for our Financial Stability Ratings for platforms, DFMs and SIPP providers.