Whitfield Wealth Management Ltd - Liverpool

Jane P.

I had a final salary pension I wanted access to at 55. Jeremy was recommended to me, he has been excellent, he listened to what I wanted and needed to achieve then worked to make it happen. He keeps in touch and follows up on questions, you will never need to prompt him for an update, he will beat you to it every time. Jeremy is professional and very personable I have been at ease dealing with him all the way through and continues to be so.
Through his advice I was able to release funds to clear previous commitments and allow me to totally change my career and work life balance.
People say there is always room for improvement, but I have received excellent service from Jeremy, to the point I have recommended him to close friends and family.

Claire P.

Jeremy Agorom continues to offer an interactive and personal service for my financial needs. Jeremy has kept me up to date on the financial markets and how this is impacting the funds and investments within my pension pot. Jeremy is very diligent with respect to reaching out on a regular basis, as a minimum quarterly, however more frequently if he deems an interim update is necessary, as has been the case recently due to adverse markets. Jeremy is also willing and able to advise on other areas of clients’ financial needs when asked to, including topics such as protection and insurance. I continue to be very happy with the service I receive from Jeremy and have recommended him to all my friends and family.

Vicky B.

My husband and I were introduced to Jeremy when we came into some inheritance. We met another IFA first but when we sat down with Jeremy it was clear to us that we wanted to entrust him with our investment. He explained everything to us in a language that we understood and set up different structures so us and our children will be financially secure in the future. Jeremy was very clear and descriptive about what his role was and how he could assist us with our inheritance and the benefits to us in the future. We now have four different structures in place working for us, both me and my husband are happy with the whole process. Our investments already going in the right direction and we would highly recommend him. Excellent customer skills, nothing is too much trouble 👌.

James H.

As a business owner I needed financial advice. It is not a field I am an expert in and therefore seemed the advice of a professional. Jeremy has been phenomenal. He has been what I wanted and more. He has provided me with up to date information in how best to make the most of my earnings and how best to save tax and invest for my family’s future. He has gone above and beyond the service I initially went to him for. He has provided regular reviews and updates and provides me with regular email updates with news and keeps me informed of my circumstance.

James S.

I had recently moved to Dubai and wanted to look at retirement solutions beyond the traditional UK pension scheme given the tax situation here but did not know where to start.
Jeremy recommended a range of solutions and helped me understand the benefits of each and discussed how I could incorporate each into my retirement planning. Jeremy made what would have been a stressful and confusing situation very straight forward and easy to understand.

Mark P.

I was looking for an adviser because of poor results with previous pension providers. Jeremy improved performance of new products and consolidated disparate pensions.

So far, I have had much improved returns, so I am more than happy with the service.

Mark C.

When I wanted some help to look after my pensions, I was recommended to speak to Jeremy at Whitfield Wealth.Jeremy was very personable and explained my options in a clear and concise manner. He is very knowledgeable and provided me with a range of solutions most of which I had not even considered.

Janine D.

We have worked with Jeremy for many years now and always receive a professional and friendly service. We would highly recommend Whitfield Wealth Management Ltd