Survey Result: Adviser-Paraplanner Relationship Strengthened By RDR

  For a role that barely existed a decade or so ago, paraplanning has definitely come a long way.  With RDR, a lot has been said about what advisers can expect but what about paraplanners? Will they become more or less valuable? What do advisers expect from them anyway? This is why we conducted this […]

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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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