David Ferguson: Taking On Legacy Providers and Winning

It’s a  21st century David and Goliath story in retail financial services! When ‘young,’ energetic, and passionate David Ferguson decided to take on big lifecos, by setting up an investment platform that would ‘hand power back to advisers and their clients,’ he was under no illusion about the magnitude of the task he’s taking on. […]

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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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