Weekend Digest for Financial Planners/Advisers & Paraplanners ( 6th & 7th April)

Happy New Tax Year! Welcome to latest edition of  the Weekend Digest for Advisers. After another week dominated by platforms – mostly the big boys flexing the muscles in their attempt to get special treatments from fund groups on clean share classes-  the words ‘SuperClean‘ and ‘UltraSpecialSqueakyClean‘ have now been introduced into the ever-growing adviser vocabulary.  Too bad we couldn’t […]

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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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