Seb Dovey: How the wealthy choose a financial planner

What Seb Dovey doesn’t know about wealthy individuals is probably not worth knowing. He’s dedicated his entire career to studying the behavioural patterns of High Net Worth (HNW) and Ultra High Net Worth Individuals (UHNWIs). Seb founded the Scorpio Partnership in the 1998, to advise companies on how to delight the world’s wealthy during their […]

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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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