Top 5 Reasons NOT To Hire A Paraplanner

The relationship between a financial planner and a paraplanner is much like that between Batman and Robin. A paraplanner, in-house or outsourced, plays an important role in a forward-looking financial planning business and their role is only going to become more important in the coming months and years. Good thing, we are in the business. […]

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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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