Figtree Learning - Apollo Private Wealth

An exclusive partnership with Figtree Learning

Prepare for academic success with expert support.

We’ve partnered with Figtree Learning to bring you a unique combination of financial planning and tailored educational support – designed for families navigating private and selective school pathways.

What’s included:
🎓 Expert tutoring and educational consultancy
🧠 Support for entrance exams, interviews and academic performance
💬 One free 30-minute consultation to explore your child’s needs
💼 Integrated financial planning – so you can invest in their future, without compromising yours

Secure their tomorrow. Start planning today.

More information around education and family financial planning.

Experts in education

Figtree Learning take a highly tailored approach to any service provided. Whether finding the right school, selecting the right tutor for every student or designing a learning programme that meets each student’s bespoke needs, they are committed to nurturing individual talent and potential. It’s an ethos that’s seen their students go on to some of the finest schools and universities around the world – and their network of alumni, tutors and consultants extends globally.

Figtree Learning was founded by Ariana Azad, whose accomplished legal career has seen her work for prestigious law firms across the UK and US, and as a human rights consultant for the United Nations. Passionate about making a positive impact in people’s lives, Ariana volunteered as a mentor, and trustee, at a leading educational charity in London. And so, the seeds for Figtree Learning were planted.

Ariana is supported by a wider leadership team that has extensive experience in the business and educational world. Combining strategic insight with a deep-rooted passion for learning – and an understanding of the opportunities it brings – the team works hard to bring the benefits of expert knowledge to bear for as many students as possible. Figtree Learning has built a truly global footprint, but remains a boutique agency at heart – focused on enabling every single student to flourish.

Together with Figtree Learning, your Apollo Private Wealth Adviser can help you to curate your holistic financial plan, with a focus toward giving your children a head start in life, and bespoke solutions for your individual circumstances. A good adviser will not only provide you with a full financial advice service, but will also identify areas where other professional support could be valuable and introduce trusted experts to help.

The fact that an adviser can give you confidence – such as the confidence to invest at the right level of risk for you, instead of keeping all your money in cash – is one of the most valuable aspects there is. However, before they start talking to you about investments, returns and tax, they will take time to understand you as an individual, as well as your family, to find out what your goals and objectives are.

Knowing that your finances are on track to help you achieve them, and that you have access to someone you trust who knows you and your family, is really important. That’s the kind of thing that helps you sleep at night.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than you invested.

SEE THE PROCESS

Four stages to embark on your financial journey.

Your Life

This is a fact-finding opportunity, for you to express to us your goals and aspirations in life. It could be anything from starting a family, to retiring early and spending more time with them, to thinking about the legacy you’ll leave to them. This session is also an opportunity for you to get to know us – what we specialise in, and how we can design your financial plan around your objectives.

Your Plan

A really exciting part of the initial consultation, in which we’ll use industry-leading software to visualise and model your cashflow based on existing positions, and your planning, in line with your goals and aspirations. We can identify what about your plan needs to be tweaked, based on stress-testing, in order to realise your goals.

Your Journey

In the final meeting, we’ll present our recommendations and investment strategy to you, demonstrating how your plan has been designed to complement your ambitions and help you reach your goals.

Your North Star

Helping you to keep on track, we’ll hold regular review meetings with you, to discuss the performance of your portfolio, any legislative or taxation changes, and whether we need to make tweaks to your financial plan in order to continue on the right trajectory towards fulfilling your goals. Think of us as your trusted sounding board. You can ask our opinion on just about any aspect of your life, and how your financial plan can continue to support you and your family.

Your Life

Your Plan

Your Journey

In the final meeting, we’ll present our recommendations and investment strategy to you, demonstrating how your plan has been designed to complement your ambitions and help you reach your goals.

Your North Star

SEE THE PROCESS

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.

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The consultation is then followed by a bespoke financial strategy report across key personal financial planning disciplines, to deliver in-depth planning and guided implementation in the following areas:

Tax efficiency health check

Making full use of your available tax allowances, tax-deductible solutions, and saving and investing in the most tax-efficient manner.

Retirement planning

Forecast spending capacity in retirement, review annual pension contribution allowances, create sophisticated long-term cashflow models, and tax-efficient income distribution strategies.

Investment management

Integrate your corporate holdings and benefits into your personal financial planning. Review asset allocation and evaluate re-balancing options, as well as tax-efficient investment planning solutions to fund private school fees.

Insurance coverage

Review existing insurance policies, evaluate the sufficiency of existing life and serious illness insurance coverage, identify areas of risk, and maximise company benefits to mitigate risks identified.

Estate and inheritance tax planning

Assist with designing, implementing, and monitoring an estate plan, and tax-efficient wealth transfer strategies.

Advice for UK resident non-domiciled individuals

Management of offshore assets and tax efficient remittance planning. Guidance around the upcoming reform of the non-domicile regime.

Access to specialist banking and lending

Access to private banks, with expert advice for complex earnings, including lending solutions and mortgages for residential property acquisition.

Your home may be repossessed if you do not keep up repayments on your mortgage.

These enquiries may be referred to a service that is separate and distinct to those offered by St. James’s Place.

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.

Start planning now, invest later.

Leverage our advisory expertise, combined with best-in-class technology and enabled by the scale of
St. James’s Place.

Your expert wealth adviser will take the time to understand your present circumstances, to create a bespoke report that is designed to help you achieve your goals, and make the most of the allowances and reliefs that are available to you.

There is no obligation for you to proceed, and we aim to provide valuable insight to your financial wellness, with steps to refine it.