Abraham Okusanya, MSc, Chartered MCSI, Founder/CEO After a stint at RBS, Abraham ran a consultancy that served financial firms including Aviva, AJ Bell, and Transact. He came to the conclusion that the way the industry does retirement planning and portfolio management sucked so he created Timeline to help change that. He authored Beyond The 4% Rule, has written several industry papers and delivered talks to the FCA, ABI, PFS and financial professionals at conferences around the world.
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A huge library of articles, webinar recaps, podcasts, guides and research to educate and inspire today's financial planners.
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