Kwasi Yeboah
Chartered Financial Planner
Kwasi is a trusted financial adviser to high net worth individuals, known for delivering highly personalised financial strategies that align with each client’s unique goals. He specialises in cash flow planning and investment advice, helping clients take control of their wealth with clarity, confidence, and purpose.
With a client-first approach, Kwasi builds long term relationships grounded in trust and understanding. He takes the time to truly get to know each client and uses this insight to shape tailored financial plans that evolve over time. His advice is always underpinned by integrity, technical precision, and a clear focus on helping clients make informed decisions that support their long term wellbeing.
With over a decade of experience in the financial services industry, Kwasi is an experienced Chartered Financial Planner and Fellow of the Personal Finance Society. Kwasi holds a BSc (Hons) in Mathematics and Philosophy from Durham University, and a MSc in Finance and Investment from Durham University Business School, bringing together analytical rigour and financial expertise to inform his advice.
Kwasi is dedicated to helping clients grow, protect, and pass on their wealth in a way that truly reflects who they are and what they value most.
"Kwasi takes the time to understand my individual goals and risk tolerance, consistently providing well‑reasoned guidance tailored to those objectives. I especially value his proactive approach, transparency, and ability to explain complex concepts clearly and accessibly."
Samuel, Dorset
"Kwasi has always been friendly, engaging, open and informative."
Barry, West Sussex
"Kwasi really takes the time to understand his clients’ circumstances and needs, and clearly communicates the options available. The advice Kwasi has given me about my SIPP has been high quality, and the results speak for themselves."
Michael, Bedfordshire
"Kwasi manages my expectations well and shows me what I can reasonably expect in the future, all in a friendly and reassuring way."
Chris, Dorset
At home...
Outside of his professional pursuits, Kwasi is a dedicated reader, gym enthusiast, and all-round sports fan. He enjoys playing squash and football, attending live music events, and indulging in his passion for amateur astronomy.
Find out more about Kwasi Yeboah...
Education
Qualifications
- MSc. Finance & Investment
- BSc. Natural Sciences (Mathematics & Philosophy)
- CII Certificate in Equity Release
- CII Certificate in Mortgage Advice
- CII Advanced Diploma in Financial Planning
- CII Certificate in Pension Transfer Advice
- CII Certificate in Discretionary Investment Management
- CII Diploma in Financial Planning
- CII Certificate in Financial Services (General Route)
- CII Certificate in Life and Pensions
- CII Certificate in Financial Services
- CII Chartered Financial Planner (CFP)
Affiliations
- Chartered Insurance Institute, CII
- Chartered Institute for Securities & Investment, CISI
- Fellow of the Personal Finance Society
Expertise
- Financial planning
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Inheritance tax planning
- Financial planning for entrepreneurs