Financial Planning At The Cost of Gym Membership

Industry commentators will have us believe that one major downside to RDR is that financial planning is no longer available to middle Britain. Nothing is farther from the truth. Financial planning; real financial planning has NEVER been available to middle Britain. In the pre RDR days, middle Britain got sold to; not advised. That’s what the […]

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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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