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Abraham on FMB’s Investment Process

Tuesday 19 July 2016, 1.30pm - 2.00pm

Abraham Okusanya
Caption: Abraham Okusanya

Venue: FMB Offices, Shenstone

Abraham Okusanya is the Founder and Director of FinalytiQ, a research firm specialising in investment propositions, pensions and platforms who are based in Basildon. Abraham forms part of our investment committee and provides us with background research and due diligence for our fund panel.

Abraham will be holding a session at the FMB offices where he will be talking about how he supports us with out investment process and how he selects funds for our fund panel.

"I support FMB with their investment research and their investment process. We design the process with input from FMB and our role is to make sure that the investment products that are selected are the best in the marketplace and ultimately, are designed to help clients manage the risk in their portfolios and deliver the return they are looking for over the long term." says Abraham.

A bit about Abraham…

A Chartered Financial Planner and CFP Professional with nearly a decade’s experience, Abraham holds a Master’s degree from Coventry University and more financial services qualifications that he or anyone else cares to remember, including the IMC, Chartered Financial Planner, CFP, Chartered Wealth Manager designations. He sits on the investment committees of several financial planning firms and is frequently sought by platform providers looking to build more meaningful propositions.

A frequent conference speaker and prolific writer, Abraham writes regular features in Professional Adviser, FT Adviser and New Model Adviser and was one of 5 nominees/finalists for the Professional Advisers Personality of Year Award 2015.

Please let us know if you would like to join us by phoning the office on 01539 725855 or e-mailing rebecca.wilson@finman.co.uk

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