Your
is our priority.

Helping you to manage your entire financial life
with an integrated approach and fully managed service.

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360° PHILOSOPHY

A panoramic approach to wealth planning.

You’ve got aspirations. We’ll help you reach them.

Our approach to managing your financial life transcends traditional boundaries, offering a seamless fusion of holistic services tailored to every facet of your wealth.

From the meticulous art of tax optimisation and the strategic finesse of investment management, to the foresight of estate planning and the safeguarding umbrella of protection, we weave together a comprehensive tapestry of financial disciplines.

This integrated method ensures not just the growth but the resilience of your assets, positioning you at the vanguard of financial wellbeing and success. Welcome to a world where your financial portfolio is not just managed, but masterfully orchestrated.

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WHAT CAN WE DO FOR YOU?

Coordinating all aspects of your financial life – so you can focus on what’s important to you.

Managing your wealth in the most tax-efficient manner, focusing on helping to protect your wealth from erosion by taxes and aiming to maximise post-tax investment returns.
Navigating the complexities of wealth preservation and transition.
We aim to build a diversified portfolio for you, integrating an appropriate combination of asset types from various geographical areas through a variety of investment approaches.
Whatever you are planning for the future, we can help by calculating what you’ll need for retirement depending on the goals you have.
Careful IHT planning is all about passing as much of your estate as possible to who you want to receive it, and reducing the inheritance tax liability payable.

Discover Our Services

OUR PROCESS

Your blueprint
to financial freedom.

See the process

We free up your time and ensure your future is secured, creating bespoke financial plans, highly personalised and aligned to your aspirations. Delivering the truly personalised service you’d expect from a boutique financial practice, we are also underpinned by the resources and scale of St. James’s Place, the UK’s largest wealth management firm by funds under management.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

See the process

Discover who we help.

We build intelligent, holistic, tax efficient wealth management programmes for a select group of private clients, families and institutions.

Who we help

Is wealth management only for the rich and famous?

Discover whether you could benefit from having a financial plan.

Value of advice

We measure success not just by the numbers, but by the lasting relationships we build.

NAUMAN GODAL

Managing Director

We know wealth isn’t just money. It’s the freedom to live your life, your way.

Your aspirations matter to us, and our advisers are here to help you reach them with a bespoke financial plan. Your wealth, your goals, and your priorities, are ours too.

Meet Apollo

OUTCOMES & RESULTS

Hear from some of our clients.

TESTIMONIAL

I have found Hugh extremely knowledgeable and approachable. He provides me with a strong sense of comfort and calm, especially when the markets are anything but! He is always professional and prepared and is willing to explain things to be in a clear and concise manner. I thoroughly recommend Hugh (and have done so to several of my contacts)!

Client

TESTIMONIAL

Over the past few years, Hugh has offered me very highly valuable counsel across a broad range of topics. I’d summarise his approach as a combination of a high level of knowledge and expertise in products (far exceeding mine albeit I work in finance) alongside a candid and transparent approach around what is practical and sensible whilst not giving any product a “hard sell”. I highly value what I’m sure will be a longstanding relationship for many years to come.

Client

TESTIMONIAL

I cannot recommend Hugh as a financial advisor enough. He takes a very personalised approach and his advice always has my best interest at heart. I trust him 100% and feel like that’s the most important thing when it comes to taking financial advice.

Client

TESTIMONIAL

I continue to receive top-notch guidance and attentiveness from Angelo, more than three years later – and he remains an experienced voice of reason. One of the things that has struck me the most is his extreme attentiveness to legal changes in tax, allowances, etc. and always guides me to the correct discussions with my accountants.

Client

TESTIMONIAL

Angelo Crisafulli and his colleagues have been acting as my personal financial advisers for a number of years. I am an investment banker by background and now work as a partner of a specialist advisory boutique in the renewable energy sector. I have been consistently impressed by the quality of service and the personal dedication shown by Angelo and have every intention of continuing to use his services in the coming years.

Client

TESTIMONIAL

Ashley has provided and still is providing an excellent service with friendly personable engagement. Helping logically and informatively from formulating through to executing on retirement planning and financial matters, provided a 5 star service. If asked for a recommendation I would highly recommend.

Client

TESTIMONIAL

Michael provides a “Rolls Royce” level of service and support which leaves me feeling informed without being overwhelmed. I’m confident that my pension is in safe hands.

Client

TESTIMONIAL

Dealing with Michael has been a pleasure from day one. He has been very informative, always prepared and very transparent and has made me and my family feel at ease and well looked after. His charming personality surely helped, but what we are fond of is his knowledge of markets and the platform he represents and the fact that all our questions have always been promptly and thoroughly answered. Our experience has been extremely positive and we would recommend him highly.

Client

TESTIMONIAL

Michael has provided us thoughtful, sensitive, and supportive guidance on the structuring of our portfolio over the last couple of years. He is personable and highly responsive and has built a trusted relationship which has been instrumental in building confidence in our long-term finances and foundations for the future.

Client

TESTIMONIAL

Michael is a pleasure to work with. He is also very responsive and good at finding time when a discussion would be helpful. He is proactive about reaching out to catch up. He is very much an expert and gives clear and focused advice which it is easy to action.

Client

Boutique service, global resources.

Discover the benefits of being part of the UK’s largest wealth management firm.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place in numbers

The UK’s

# 1

wealth management company by funds under management

Looking after

£ 181.9 bn

worth of assets

WITH A RATING OF

4.9

on VouchedFor

Information correct on 30 July 2024.

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 at www.sjp.co.uk/products.

YOUR EXPERT TEAM

A wealth of knowledge.

Your wealth management advice and service team combines all areas of expertise to deliver an integrated service that meet your evolving needs.

That breadth of service brings in-house expertise together with access to key specialists within St. James’s Place. We’re your single point of contact, and we’re here to enable your financial freedom.

Meet Your Team

All

Nauman Gondal

Chief Executive Officer

View Bio

Nauman is the Chief Executive Officer and managing partner at Apollo Private Wealth. In this role, he has primary responsibilities for the establishment and execution of the corporate strategy.

Andrew Bizzell

Chief Operating Officer

View Bio

Andrew joined Apollo as Chief Operating Officer at the beginning of 2022 just as the company was developing its 10-year growth plan.

Kenton Wallace

Head of Wealth Management

View Bio

Kenton joined Apollo in 2023 as Head of Wealth Management, as part of our ambitious expansion strategy.

Michael Willgrass

Private Wealth Adviser and Head of Adviser Development

View Bio

Michael’s expertise lies within a wide range of financial planning. He has considerable previous experience in restructuring restricted stock units, performance share units, and bonus payments.

Angelo Crisafulli

Private Wealth Adviser

View Bio

Angelo takes a holistic approach to his clients’ financial planning, providing support in areas including; investment planning; retirement planning; estate planning; tax planning; and protection.

Kabir Virk

Private Wealth Adviser

View Bio

Kabir creates long term relationships with his clients, through holistic tax planning and investment solutions, effectively managing their portfolios to maximise their wealth potential.

Hugh Vernon

Private Wealth Adviser

View Bio

Hugh focuses on building long-term relationships with clients. He is innovative in his approach and provides clients with holistic financial planning and wealth management solutions.

Myles Deniran

Private Wealth Adviser

View Bio

Myles takes great pride in building exceptionally strong, trusted and long-lasting relationships with his clients, through holistic financial planning, tax optimisation and wealth management solutions.

Richard Thorne

Private Wealth Adviser

View Bio

Within financial planning, Richard’s focus is on tax efficiency, whether someone is in the accumulation phase of wealth building, or when they are in drawdown in retirement.

Shil Shah

Private Wealth Adviser

View Bio

Shil takes pride in building strong, trusted, and long-lasting relationships with his clients, advising on a range of wealth management solutions.

Victoria Trapitsyna

Private Wealth Adviser

View Bio

Victoria helps clients discover practical solutions to the financial issues that concern them most.

Saneka Francis-Lawrence

Private Wealth Adviser

View Bio

Saneka helps HNW individuals and their families, across the financial planning spectrum including with protection, tax optimisation and estate planning.

Shajid Ali

Private Wealth Associate

Shajid describes himself as “committed to perfecting my craft and aiming to become an effective adviser.”

Uny Chan

Advice Delivery and Proposition Manager

Uny takes a detailed approach to aiding the advisory team in portfolio construction and investment performance.

Giulia Mottarella

Private Wealth Associate

Alfie Dawson

Private Wealth Associate

Alfie is a passionate wealth associate, dedicated to crafting personalised financial solutions, and helping clients to feel empowered in their financial futures.

Mark Thomas

Private Wealth Associate

Mark works with our advisory function, which helps HNW individuals and their families, across the financial planning spectrum including with protection, tax optimisation and estate planning.

Anca Vaida

Paraplanner

Gemma Da Silveira

Head of People & Culture

View Bio

Gemma joined Apollo in 2021 and brings extensive HR & Recruitment experience.

Laurie Mackrell

Head of Marketing

View Bio

Laurie leads Apollo’s marketing function, key to our growth strategy, and predominantly focuses on lead generation, content, email, partnerships and client experience.

Monika Szoke

Wealth Management Operations Specialist

Heera Khara

Client Relations Associate

Leon Allison

Client Relations Associate

Hishanth Paramakumaran

Client Relations Associate

Michael Willgrass

Private Wealth Adviser and Head of Adviser Development

View Bio

Michael’s expertise lies within a wide range of financial planning. He has considerable previous experience in restructuring restricted stock units, performance share units, and bonus payments.

Angelo Crisafulli

Private Wealth Adviser

View Bio

Angelo takes a holistic approach to his clients’ financial planning, providing support in areas including; investment planning; retirement planning; estate planning; tax planning; and protection.

Kabir Virk

Private Wealth Adviser

View Bio

Kabir creates long term relationships with his clients, through holistic tax planning and investment solutions, effectively managing their portfolios to maximise their wealth potential.

Hugh Vernon

Private Wealth Adviser

View Bio

Hugh focuses on building long-term relationships with clients. He is innovative in his approach and provides clients with holistic financial planning and wealth management solutions.

Myles Deniran

Private Wealth Adviser

View Bio

Richard Thorne

Private Wealth Adviser

View Bio

Within financial planning, Richard’s focus is on tax efficiency, whether someone is in the accumulation phase of wealth building, or when they are in drawdown in retirement.

Shil Shah

Private Wealth Adviser

View Bio

Shil takes pride in building strong, trusted, and long-lasting relationships with his clients, advising on a range of wealth management solutions.

Victoria Trapitsyna

Private Wealth Adviser

View Bio

Victoria helps clients discover practical solutions to the financial issues that concern them most.

Saneka Francis-Lawrence

Private Wealth Adviser

View Bio

Saneka helps HNW individuals and their families, across the financial planning spectrum including with protection, tax optimisation and estate planning.

Laurie Mackrell

Head of Marketing

View Bio

Laurie leads Apollo’s marketing function, key to our growth strategy, and predominantly focuses on lead generation, content, email, partnerships and client experience.

Heera Khara

Client Relations Associate

Leon Allison

Client Relations Associate

Hishanth Paramakumaran

Client Relations Associate

Nauman Gondal

Chief Executive Officer

View Bio

Nauman is the Chief Executive Officer and managing partner at Apollo Private Wealth. In this role, he has primary responsibilities for the establishment and execution of the corporate strategy.

Andrew Bizzell

Chief Operating Officer

View Bio

Andrew joined Apollo as Chief Operating Officer at the beginning of 2022 just as the company was developing its 10-year growth plan.

Kenton Wallace

Head of Wealth Management

View Bio

Kenton joined Apollo in 2023 as Head of Wealth Management, as part of our ambitious expansion strategy.

Gemma Da Silveira

Head of People & Culture

View Bio

Gemma joined Apollo in 2021 and brings extensive HR & Recruitment experience.

Laurie Mackrell

Head of Marketing

View Bio

Laurie leads Apollo’s marketing function, key to our growth strategy, and predominantly focuses on lead generation, content, email, partnerships and client experience.

Shajid Ali

Private Wealth Associate

Shajid describes himself as “committed to perfecting my craft and aiming to become an effective adviser.”

Uny Chan

Advice Delivery and Proposition Manager

Uny takes a detailed approach to aiding the advisory team in portfolio construction and investment performance.

Giulia Mottarella

Private Wealth Associate

Alfie Dawson

Private Wealth Associate

Alfie is a passionate wealth associate, dedicated to crafting personalised financial solutions, and helping clients to feel empowered in their financial futures.

Mark Thomas

Private Wealth Associate

Mark works with our advisory function, which helps HNW individuals and their families, across the financial planning spectrum including with protection, tax optimisation and estate planning.

Anca Vaida

Paraplanner

Gemma Da Silveira

Head of People & Culture

View Bio

Gemma joined Apollo in 2021 and brings extensive HR & Recruitment experience.

Monika Szoke

Wealth Management Operations Specialist