Our Financial Consultants / Paraplanners
William Takyi
Senior Paraplanner & Team Leader
William is a Senior Paraplanner and Team Leader at Lumin Wealth, supporting advisers and colleagues primarily across the Beaconsfield region and more widely across the business. He brings broad experience across financial planning and works closely with advisers to support sound decision-making and positive client outcomes.
Qualifications
MSc Finance, BA (Hons) Accounting and Finance, DipPFS
Insights by William Takyi
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
