Investment Recommendation: Common Mistakes on Replacement Business

I was recently asked to review a number of files, looking at investment recommendations made by financial advisers for their clients. One thing was obvious; most advisers set out to get the best outcome for their clients but little mistakes in recommendation, research and report-writing stage can let you down big time! In a series […]

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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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