Weekend Digest for Financial Planners/Advisers/Paraplanners (27th & 28th April)

  Welcome to this edition of the Weekend Digest. The FCA Platform Paper (PS13/1) was The Story of the Week and I’ll imagine the excitement will continue in the coming weeks. You can read the key points of the paper pretty much everywhere, although the actual paper itself is only about 40-page long and clearly a […]

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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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