Jason Butler: Building A Financial Planning Business That Last Generations

In this video, Jason Butler of Bloomsbury tells a very inspirational story of how he pulled himself and the firm from the brink of bankruptcy and transformed the business into one of London’s top boutique wealth management firms. Jason, who started the business 16 years ago, nearly went bankrupt having spent £250K of his own money […]

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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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