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About JAXFinancial 

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Jacques Opoku is a Wealth Advisor, Financial Coach and  Ex-Investment Manager a with over 11 years of experience in financial services and asset management.

 

Known for his warm, approachable nature, Jacques has built a reputation for making complex financial concepts easy to understand ; offering clear, jargon-free guidance that resonates with clients from all walks of life. Born to immigrant parents and raised in a lower socio-economic household, Jacques developed a deep passion for financial education and empowerment. His mission through his personal brand JAXFinancial is to make

high-quality financial guidance & information  accessible, especially for individuals and families who may not typically have access to financial advisors & wealth managers.

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Jacques holds a Bachelors degree in Economics from Loughborough University, and a

Master’s in Financial Economics and Applied Economics from the University of Nottingham. He is also professionally certified, holding the Investment Management Certificate (CFA Society) and the Investment Advice Diploma, with a specialisation in Financial Planning and Advice (CISI). As an Associate of the Chartered Institute for Securities and  Investment, he adheres to the highest standards of ethics, professionalism, and integrity.

 

In addition to his financial credentials, Jacques is certified in Counselling Skills (Level 2) and

serves as a Mental Health First Aider, accredited by MHFA England—reflecting his holistic

approach to financial wellbeing that considers both the emotional and practical sides of

money.

Jacques Opoku ACSI 

Wealth Advisor & Investment Specialist 

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