0161 937 7600
Based in Manchester
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 27 January 2025
17
Recent Client Reviews
Verified reviews: 100%
Restricted Financial Adviser
Last checked: 06 September 2024
3
Qualifications Uploaded
3 qualification certificates available to view
Transparent Fees
Jeremy has provided information on their typical fees
As Owner and Managing Director, I launched Whitfield Wealth Management Ltd to further enhance my proposition for clients. After graduating with Honours in International Business and French in 2008, I embarked on a career within wealth management. Now, with more than 15 years' experience in the industry, I started my career in one of the world’s largest financial centres, Luxembourg, where I worked at Merrill Lynch and as a Relationship Manager for Swiss top tier investment bank, Julius Baer. I duly gained substantial skills and qualifications in advising high net worth individuals on wealth preservation and capital growth. I understand the demands and personal needs that the role entails to react upon my client’s financial objectives. We deliver our service through a clear and effective four-step process designed to assess, arrange, implement and monitor the ongoing management of your wealth throughout the UK. It encompasses all varying aspects that cover wealth management. We provide a truly holistic financial advice experience which ensures no stone is left unturned when helping our clients achieve their lifelong financial goals. Each financial plan is structured to meet your specific needs, whether you are an individual, business owner or professional within your industry. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jeremy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
Review
by a verified client in Aberdeenshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pensions from when I last worked as an employee and had no idea of their status or quality. I wanted to consolidate the pensions and have more control over them.
How has Jeremy Agorom helped you?
Jeremy moved my various pensions into 1 pot and gave me access to an online portal so I could track the progress. He also gave me a great understanding of things to consider for long term / retirement planning.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
N/A
Review
by a verified client in London
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt my pension could be working harder for me.
How has Jeremy Agorom helped you?
Jeremy has been exemplary, and I'd recommend his expertise and experience to anyone. He's been friendly, clear, and vastly knowleadgable, setting out the options without any pressure or stress. He has a wide and deep knowledge of his field, his attention to detail is excellent, and he just makes everything simple and straightforward.
Have you seen the outcome you were hoping for?
I've been very happy with the outcome so far. I feel like my pension is working harder for me, and I have greater control over my pension investments.
What could they have done better?
I honestly can't think of anything Jeremy could have done better.
Review
by a verified client in Essex
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jeremy was recommended to us by one of our friends
How has Jeremy Agorom helped you?
Yes, Jeremy is very professional and knowledgeable in his field.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Merseyside
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I contacted Jeremy after wanting to get involved in investment and gain knowledge as someone who had no experience. After meeting Jeremy, he was so personable and took into account my circumstances as a professional athlete.
How has Jeremy Agorom helped you?
Jeremy took into account my circumstances and explained the levels of risk for investment. He was able to relate my level of risk back to my personal circumstances in terms of investments intended for the next 10/15 years compared with also my pension. He is always available whenever I have any questions and gives me all the options available. I have loved working with him and am looking forward to continue the relationship for the coming years.
Have you seen the outcome you were hoping for?
I have been able to build up a diverse portfolio that I feel is actively managed. Jeremy allows me to access different funds and gives me all the advice needed to understand reasons for switches to keep aligned with the world economy and my own personal circumstances.
What could they have done better?
I have no points to add, Jeremy has been fantastic.
Review
by a verified client in Lancashire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am now 50 and wanted to make sure I was best place to retire when I wanted to
How has Jeremy Agorom helped you?
Jeremy reviewed our pensions and helped move them to better performing funds and also reviewed the rest of our financial situation to make better use of our money
Have you seen the outcome you were hoping for?
Looks promising so far
What could they have done better?
not much.
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