Podcast 016: Steve Martin – Walking The Talk As A Lifestyle Financial Planner

https://traffic.libsyn.com/adviserhangout/Epi016Podcast-SMartinV1.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSSOn this session of the Adviser Hangout Podcast, Abraham Okusanya talks to Steve Martin of Smart Financial about how he runs his UK-based lifestyle financial planning firm, while he and his family lives in Spain! A big part of a financial planner’s job is helping clients […]

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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.

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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