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Jacques Opoku

Financial Planner ACSI in London, Essex, Hertfordshire & Kent

A little bit about Jacques

With over 12 years’ experience in financial services, I focus on building trusted, long-term relationships with my clients. I am committed to creating tailored solutions in the areas that matter most to you, from savings and investments to retirement planning, protection and insurance, tax optimisation, and estate planning. I work with individuals, families, business owners, and entrepreneurs to help secure their finances both to today and for their future.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

More about me

My approach is centred on you. I believe outstanding financial advice comes from combining deep technical expertise with a genuinely personal, client-focused service. From our first conversation through every stage of your journey, I make myself available to ensure you feel supported, informed, and confident in the decisions you’re making.

I began my career in financial services in 2014 after completing a Master’s degree in Financial and Applied Economics at the University of Nottingham. I went on to gain extensive investment experience, spending three years as a Fund Manager Assistant within the Multi-Asset team at Schroders, before joining Sarasin & Partners as an Investment Manager and Implementation Analyst within their Portfolio Management team.

Alongside my professional experience, I hold multiple industry qualifications, including the Investment Management Certificate and the Diploma in Investment Advice (Financial Planning & Advice). I am also a Chartered Financial Analyst (CFA) candidate, having passed the comprehensive Level I exam at the first attempt.

What truly sets my approach apart is my focus on understanding you. I also hold a Level 2 qualification in Counselling Skills, which enhances my ability to listen carefully, understand your goals, values, and concerns, and translate them into clear, practical advice and a robust financial plan tailored to your life.

Outside of my day to day work I enjoy bringing people together, whether that’s a BBQ on a hot summers day or other various community meetups and events. I enjoy playing and watching football and I also serve in my community church.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 20 February 2026.