Jeremy Agorom

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