Kwasi Yeboah

WORK HISTORY

EDUCATION

SKILLS

ABOUT KWASI YEBOAH

I am passionate about helping clients to better understand their life goals, and the role that finance plays in achieving them. My role is working with you to build a plan that takes you from where you are now, to where you want to get to. To do this, I will help you to determine what is important to you and what you want to achieve before working out how we get you there.Clients come to me looking to resolve many of life’s big questions:>When can I retire?>Do I have enough?>How much should I save and invest?>How do I consolidate my old plans and make my finances more straightforward?>How can I be more tax efficient?>How can I pass on my wealth to my loved ones effectively?>What happens to my finances, and the people I care about, if something were to happen to me?>How do I protect my capital?If you require any assistance in answering these or similar questions, I would love to help.Expertise:>Pension and Retirement Planning>Cashflow Forecasting and Planning>Investment Analysis>Tax Planning>Inheritance Tax Advice and Estate Planning>Intergenerational Wealth ManagementSaltus Financial Planning is an Independent Financial Planning firm that is part of the Saltus Group. We were established in 2004 and have over £5 billion under management, over 250 employees and a 98% client retention rate.Feel free to reach out on LinkedIn, or email me at k••••••••@saltus.co.uk