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.