Meet our team!

Here are the people who make FinalytiQ a well-oiled machine

Abraham Okusanya MSc, AFPS, MCSI
Abraham Okusanya MSc, AFPS, MCSI

Founder and Director

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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!

Georgios Bouzianis MSc, MEng

Georgios Bouzianis MSc, MEng

Investment Analyst

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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, BSc, AFPS

Karthica Underwood, BSc, AFPS

Senior Technical Consultant

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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.

Ejike Inegbu, MSc, CFA

Ejike Inegbu, MSc, CFA

Investment Director

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After a brief stint as a researcher at Warwick Business School, Ejike joined Hermes Investment Management in London as a Quantitative Analyst. There he focused on portfolio analysis and investment strategy, he went on to head the group.

After 13 years at Hermes, he left to join the Alternatives group at UBS Asset Management in Zurich. There he conducted research and due-diligence on big-wig hedge fund managers and was PM for several Funds of Hedge Fund portfolios. After 4 years in Zurich he crossed the Pond and spent a further 5 years with UBS in NYC.

Since leaving UBS he has done some consulting work. In his spare time Ejike likes to travel and also enjoys yoga.

David Elliot

David Elliot

Associate, Retirement Consulting

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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!

Fergus O'Kane BSc, MBA

Fergus O'Kane BSc, MBA

Junior Investment Analyst

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Fergus is the most recent addition to the FinalytiQ Team. He holds a BSc in Biomedical Sciences from Newcastle University… but it didn’t take him that long to realise that the laboratory isn’t for him. So went off and got himself an MBA in Accounting and Finance MBA at Cardiff University and more impressively, completed his Chartered Financial Analyst (CFA) Level 1 exam.

It’s also handy to mention that he’s actually fluent in Welsh, so if you meet him he loves to say “Llanfairpwllgwyngyllgogerychwyrndrobwllllantysiliogogogoch“.

Jake Usher BSc

Jake Usher BSc

Digital Multimedia Specialist

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Jake 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!

To paraphrase American writer Edward Abbey,

“Financial services are a bit like a 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 now and then. We aim to help financial firms deliver better outcomes to clients than they would without our help.

We are a vibrant, irreverent and evidence-based research consultancy working with financial planners and providers to improve client outcomes.  Founded in 2013 by a delusional fellow who thinks he can change the world, FinalytiQ has a track record of working with both large financial services providers and small financial planning firms. It counts amongst its clients, HSBC, Prudential, Aviva, Old Mutual Wealth, Transact, AJ Bell and Nucleus, to name but a few.

FinalytiQ is the provider of Timelineapp.co, web-based software that’s used by financial firms in seven countries including the UK, US, Canada, Ireland and Australia. Timeline is a unique product because it relies on extensive academic and practitioners’ research and data to help design a robust retirement strategy.

Based in the heart of Basildon town centre, you could say we punch well above our weight and won’t stop until we make a big dent in the investment universe!

Ready to see what we do?

We provide research, benchmarking and consulting services to advisers, providers and asset managers. Our areas of expertise include investment propositions, retirement income and product/provider benchmarking.