Welcome to Apollo Private Wealth
Your wealth is our priority
We know wealth is more than money.
It’s knowing you have the freedom and security to live your life the way you want to.
You have aspirations for yourself and your loved ones, and our wealth advisers are committed to helping you reach them, through a personal financial plan that will remain exclusively yours.
Our aspirations are for you to reach yours, through financial expertise, dedication and a clear understanding of your individual goals and priorities.
We understand why your money matters.
Your wealth is our priority.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is generally dependent on individual circumstances.
We exist to help our high net worth clients and their families take control of their financial lives, so they feel secure, realise their ambitions and have the freedom to live life to the full. To do that, we focus on five things - your Control, Security, Fulfilment, Freedom and Legacy.
Control
Apollo is focused on providing complete clarity, so our clients feel totally in control. For us it’s about knowing that someone they trust is managing their finances and wealth, ensuring they have a clear plan that meets their goals and ambitions.
Security
We want our clients to feel safe and secure, knowing that if something unexpected happens their life won’t be derailed and they and their family will be taken care of.
Fulfilment
Our clients make the most of their life, enjoying the moments that matter, experiencing life to the full, spending quality time with their family and friends, and helping their kids get a great start in life.
Freedom
Providing financial independence so clients can live off the income their investments generate. That potentially means retiring early and spending time doing the things that are most valuable to them.
Legacy
Ensuring clients can pass their wealth onto their children and grandchildren, knowing that the wealth they’ve generated throughout their life can benefit their family and the ones they love.
Boutique service, global resources
Apollo Private Wealth is a Senior Partner Practice of St. James’s Place (SJP) meaning we can deliver the truly personalised service you’d expect from a boutique wealth manager, but backed by the resources and scale of a FTSE 100 company.
Founded in 1991 by Sir Mark Weinberg, Lord Rothschild, and the late Mike Wilson CBE, St. James's Place is the UK's largest wealth manager in the UK, with 868,000 clients and £157.5bn funds under management (data correct as at 30 June 2023).
Guaranteed suitability of advice
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group. More details of which are set out on the Group's website: www.sjp.co.uk/products-and-services. This quite simply gives you reassurance and peace of mind when planning your financial future.