Q Wealth
W1C, London
(1)
W1C, London
(1)
My name is Joseph Obeng I'm a Certified Financial Adviser and Author of the book 'Flow State Money'.
Q Wealth is my financial planning officer where I offer professional financial planning advice for personal and business needs, with a key focus on long-term financial planning and financial protection.
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1 customer review
Sophie Green
I really enjoyed my time working with Joseph. He opened my eyes to so much & I learnt a lot! He explained everything very throughly & I felt very confident in all that we did. I would highly recommend Joseph, outstanding service!! More...
What do you love most about your job?
Proper financial planning can help to change a persons life.
What inspired you to start your own business?
I wanted to have the freedom to choose the types of clients I get to deal. I am building a business with people that I am happy working with.
Why should our clients choose you?
My blend of personal and professional experiences allows me to make the financial planning & investment conversation a comfortable & pleasant experience. Rather than it being daunting and dull.
Can you provide your services online or remotely? If so, please add details.
Yes. I am can deal with clients over Zoom or MS Teams.
What changes have you made to keep your customers safe from Covid-19?
Working via video call. I can do home visits again now and happy to wear a mask if required.
Financial Planning
Pension Advice
Investment Advice
Life & Health Insurance
