Jacques Opoku

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.