Virtual Afternoon Tea Replay – Investing during a Pandemic with Abraham Okusanya

We were delighted to welcome Abraham to our virtual stage to talk about what we have learned from investing in 2020. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline, the software we use to help us understand and best advise our clients when to begin drawing an income from their portfolio in retirement.

As well as his book “Beyond the 4% Rule – The Science of Retirement Portfolios that Last a Lifetime”, he has authored several industry papers and organised the hugely successful Science of Retirement Conference to bring the latest research from around the world to the UK financial planning community.

This webinar is great for those of you who wish to know more about the effects the pandemic had on the markets throughout the last year.

 

Next movie in series

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.
Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions. Graham & Marian Hall

Expert Opinion…

The dilemma of trying to do the right thing

Jonathan, March 31st, 2021

Students have always been at the centre of activism around the important issues of the time, from the ‘Mai 68’ student riots in Paris, via the pressure put on Barclays and others to divest from apartheid-riven South Africa in the 1980s, to today’s Black Lives Matter movement and the existential threat of […]

Read More
2021 Publications & Events calendar

Dominic, March 26th, 2021

When we see elite athletes and teams of all disciplines achieving their goals, whether that is winning Olympic Gold, a world championship, the Premier League, the Six Nations and so forth, we’re often watching the culmination of many years of dedication, sacrifice and training. We very rarely get a glimpse behind the […]

Read More
7 simple and low-cost ways to beat insomnia

Jonathan, March 25th, 2021

The right amount of good quality sleep is crucial for your physical and mental wellbeing. Read 7 tips for beating insomnia and improving your health

Read More
T: 01993 772467      E: advice@expertwealth.co.uk

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.