FinalytiQHangout: In-House Centralised Investments Propositions (CIPs) on Wed 21st Nov

 

Set your reminders for  Wednesday 21st of November at 12.15pm for the next FinalytiQ Hangout Live.

 Joining me for this session is Gavin Jones CFPCM  and Chartered Financial Planner at Old Mill to talk about building in-house Centralised Investment Proposition (CIPs).  

 

Gavin will share his own experience building and  running in-house portfolios,  and how his firm developed a robust process that puts clients at the heart of their investment proposition. 

 

Follow me on @AbrahamOnMoney or check  my Google+ profile  for the link to watch the On Air broadcast.  Feel free to drop your questions for Gavin in the comments below or on twitter with the tag #finalytiqhangout.

 

 

 

 

 

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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