Weekend Digest for Financial Planners/Advisers & Paraplanners (19th & 20th Jan)

  If you are on Twitter, you must have seen the stir caused by a tweet from Paul Lewis, host of BBC MoneyBox programme and no doubt my post that challenged Paul on his comment! In fairness to him, Paul has acknowledged that was probably not his finest moment! Having listened to the programme, I still […]

To access this post, you must purchase Pro Membership Monthly.
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!

Read Full Bio