Kwasi Yeboah

Chartered Financial Planner

Specialising in helping high net worth individuals achieve their financial objectives, Kwasi provides highly personalised financial solutions tailored to his clients’ specific needs and aspirations. With a client-focused approach, he excels in cash flow planning and investment advice, carefully steering his clients towards achieving their financial objectives with precision and integrity.

Kwasi prides himself on building enduring relationships with his clients, gaining a deep understanding of their unique circumstances and objectives. He believes in empowering his clients to make informed decisions about their wealth, ensuring their financial wellbeing is aligned with their lifestyle aspirations and legacy ambitions.

Kwasi is an experienced Chartered Financial Planner and Fellow of the Personal Finance Society with a decade of experience in the financial services industry. Having graduated from Durham University with a BSc. (hons) in Mathematics and Philosophy, and Durham University Business School with a MSc. in Finance and Investment, Kwasi brings a unique blend of analytical prowess and financial acumen to his advice.

Kwasi is dedicated to helping clients take control of their wealth, ensuring that their financial wellbeing supports their lifestyle goals and legacy aspirations.