Expert Wealth & FinalytiQ – An Enlightening New Partnership

Sharp-eyed clients may have noticed guest content from Abraham Okusanya of FinalytiQ who contributed to our Expert Opinion section earlier this year.

We’re now pleased to be able to announce a new partnership between Expert Wealth and FinalytiQ that will allow us to further improve the standard of service we can offer our clients. FinalytiQ will be working with us to provide the following.

  • Platform due diligence
    Feedback from the Client Advisory Board told us that the providers we use are an important aspect of our service proposition. In future, FinalytiQ will bring an extra level of independence and impartiality to our platform due diligence and on-going governance processes.
  • Bringing the power of the Timeline.co application
    Timeline app is a fantastic tool that can help clients to visualize probable outcomes in retirement, evaluate withdrawal strategies for drawing income from portfolios, and stress test different asset allocations using historical asset class returns back to 1900. Whilst we all recognise that the future is uncertain, Timeline app brings extra rigour to the advice process. When used in conjunction with our cash flow forecasting too, and on-going planning process, Timeline App means that we should be vaguely right, rather than precisely wrong and thus allow us to reassure clients that they’re going to be OK.

We’re very pleased to welcome Abraham and FinalytiQ to the Expert Wealth team.

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you! C.L. (Oxford)

Expert Opinion…

A quick review of investment returns in 2018

Abraham Okusanya, January 16th, 2019

Given the the media furore surrounding the investment markets in final quarters of 2018, we feel it important to review the performance of major asset classes to provide some long-term perspective that we hope every investor will find useful and even comforting.

Read More
Costs Really Do Matter

Jonathan, December 3rd, 2018

Human beings are not well wired to be investors. Not only are we not very good with percentages - often accepting seemingly small percentage charges as immaterial - but we also grossly underestimate the impact of compounding these deductions from our portfolios over time.

Read More
Quarterly Investment Report October 2018

Dominic, October 26th, 2018

The aim of this report is to show clients how the six EWM portfolios compare to other investment management group’s result in the period 1st September 2015 to 30th September 2018.

Read More
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