Whitfield Wealth Management Revenue

Financial Services • Manchester, England, United Kingdom • 1-10 Employees

Whitfield Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Whitfield Wealth Management

Jeremy Agorom

Financial Adviser, Managing Director

Company overview

Headquarters	Manchester, England, United Kingdom
Phone number	+449801177
Website	whitfieldwealth.co.uk
NAICS	52
Keywords	Trusts, Retirement Planning, Estate Planning, Investment Management, Protection, Pension Advice
Founded	2019
Employees	1-10
Socials

About Whitfield Wealth Management

As a Partner Practice of St. James Place Wealth Management, our mission is to build lasting relationships with our individual and corporate clients through expertise, trust and integrity helping them to achieve their long-term personal and financial objectives. Our service encompasses tax-efficient investing, retirement planning, estate planning and intergenerational wealth management, including mortgages and protection. We provide a truly holistic financial planning service which ensures no stone is left unturned in order to reach your goals. Each financial plan is structured to meet your specific needs. Moreover you are guaranteed for the advice provided by a highly-regarded FTSE 100 company with a world-class investment approach.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Whitfield Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Whitfield Wealth Management has never raised funding before.

Whitfield Wealth Management Tech Stack

Discover the technologies and tools that power Whitfield Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

PaaS

reCAPTCHA

Security

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

Loadable-Components

JavaScript libraries

Frequently asked questions

Whitfield Wealth Management is located in Manchester, England, GB.

You can reach Whitfield Wealth Management at +449801177.

Whitfield Wealth Management generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Whitfield Wealth Management has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Whitfield Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Whitfield Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Whitfield Wealth Management

Jeremy Agorom

Financial Adviser, Managing Director

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