Jeremy has more than twenty years’ experience in the financial services industry, predominantly working with businesses in the investment management sector.
Prior to starting up Oakford Advisors Ltd, Jeremy worked for PricewaterhouseCoopers London & Johannesburg and BDO Stoy Hayward in the international corporate and personal tax teams, dealing with a broad range of tax matters from business start-ups, cross border tax issues and transfer pricing, through to double tax treaty applications and tax and social security planning for internationally mobile employees.
Jeremy joined Throgmorton UK Ltd in 2005, to become a Tax Director specialising in strategic UK corporate and business tax planning, and expatriate personal tax planning, bringing with him significant experience across a broad range of financial matters relevant to the financial services sector. Jeremy sold his stake in Throgmorton, when the company was sold to Capita in 2014.
Jeremy established Oakford Advisors Ltd in 2017 and has assisted a number of financial services businesses to get started as well as helping established businesses to embrace outsourcing. Jeremy is passionate about client service, delivery and building client relationships.
Outside of work, Jeremy loves spending time with his young family and socialising with friends. He also enjoys travel and cooking, as well as open water swimming, cycling, playing football and cricket and falling over on the ski slopes!
The Channel, 2016
Adam is a qualified accountant with more than ten years’ experience in the financial services industry, working mainly with investment management businesses.
He has over 15 years’ experience in accountancy, and joined Throgmorton UK Ltd in 2006, acting as Business Unit Director and overseeing the management of over a hundred financial services clients.
Adam specialises in acting as the outsourced financial controller, while becoming ingrained within the clients’ business to achieve the best and most practical solution. He has assisted many clients with management accounts, accountancy based projects, financial regulatory monitoring, technical accounting matters as well as a secondment to a top UK Hedge fund as global financial controller.
In 2017, Adam joined Oakford Advisors Ltd as an owner of the business and takes a lead in assisting financial services businesses on their set-up and ongoing requirements with an emphasis on accounting processes.
Outside of work, Adam enjoys family life and has recently become a dad for the first time. He is also enthusiastic about watching and playing football, skiing and socialising with friends.
Three Valleys, 2010