Jeremy Agorom
BA (honours), DipPFS
As Owner and Managing Director, Jeremy launched Whitfield Wealth Management Ltd as a Partner Practice of St. James's Place to further enhance his proposition for his clients.
After graduating with Honours in International Business and French, Jeremy has worked within the wealth management industry since 2008.
With more than 14 years' experience in the industry, Jeremy began his career in one of the world’s largest financial centres, Luxembourg, where he worked as a Relationship Manager for a Swiss top tier investment bank and latterly for a boutique wealth manager. He duly gained substantial skills in advising high net worth individuals on wealth preservation and capital growth and understands the demands and personal needs the role entails to react upon a client’s financial goals.
Today, business owners, private clients, sports professionals and city professionals are just some of the clients that entrust Jeremy with his financial advice.
About
Established in 2018, as an Associate Partner Practice of St. James's Place, Jeremy believes that their investment approach is key in delivering the high level of service to his clients.
Previously, Jeremy assisted bankers and director level professionals in Amsterdam and Paris, particularly advising them on their options regarding UK pensions and the niche area of advice in International pensions. He provided his clients with a clear understanding of a financial plan or solution with regards to their pension benefits and the regulations surrounding them.
Today, Jeremy replicates the same attention to detail but in all aspects of wealth management across the UK. He appreciates that listening carefully and attentively to his clients’ vision transcends into the most suitable advice for them.
As we are in uncertain times in our economic environment, it is ever more important to know that St. James's Place fund managers are continuously monitoring his clients’ investments and he regular reviews their wealth planning and circumstances to ensure his clients’ devised strategy and financial plan remains appropriate.
In his spare time, Jeremy enjoys spending quality time with his young daughter and fiancée as well as keeping fit by going to the gym and playing football.
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.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
