FinalytiQHangout with Pete Matthew: Outsourcing to DFMs


On Friday 9th November,  I connect with with Pete Matthew, the MD of Jacksons Wealth in Penzance, Cornwall and the Creator of  to talk about   outsourcing  to DFMs. Pete shared some great insights from his own experience with choosing a DFM; what he learnt from the process and what he would have done differently.  Enjoy!


[embedplusvideo height=”365″ width=”600″ standard=”″ vars=”ytid=s-OvACKwTJ8&width=600&height=365&start=&stop=&rs=w&hd=0&autoplay=0&react=1&chapters=¬es=” id=”ep6417″ /]


If you have questions for Pete or  suggestions on future guests, topics,  please get in touch





Abraham Okusanya
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.

Read Full Bio

Submit a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.