Team Category: Operations team

Shajid describes himself as “committed to perfecting my craft and aiming to become an effective adviser.” Having had the invaluable opportunity to work closely with Nauman Gondal, Apollo’s managing partner, Shajid has gained exposure to a plethora of complex areas within wealth planning, learning the intricacies involved in guiding clients towards their financial goals. Leveraging a diverse range of tools, Shajid is passionate about helping the advisory team to create tailored solutions that resonate with each client’s unique aspirations and circumstances.

Shajid has worked in financial services since 2018, across various business development and financial planning roles in the UK and Belgium.

• BSc Mathematics, University of Derby
• DipPFS

Uny takes a detailed approach to aiding the advisory team in portfolio construction and investment performance. He also helps them to deal with cross-border wealth structuring for business owners and HNW individuals.

Uny’s experience is a blend of his time at a Swiss boutique advisory firm as an international tax adviser; and at Amazon UK in an anti- money laundering role.

• BBA International Business & Finance, University of Oklahoma
• CISI Islamic Finance Qualification (IFQ)
• CISI Certificate in Investment Management (Regulated Activities 14 & 10)
• FAA Private Pilot License (P/ASEL)

During his childhood, Uny lived in Hong Kong, Italy, Turkey and the US; but now happily calls London home. He really enjoys cycling, both in the city and offroad. At the weekend, you’ll often find him in the history section at The Broadway Bookshop and Hatchards.

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

He thoroughly enjoys getting to know his clients, developing long and meaningful relationships; but also providing an effective service to help clients achieve their goals.

Alfie previously lived and worked in Dubai, UAE, and in Auckland, New Zealand. He joined Apollo Private Wealth in 2024, with a background at an established IFA.

• CISI Level 4 Certification in Paraplanning
• Bsc Business Management and Agriculture, University of Newcastle

Alfie describes himself as a ‘sports fanatic,’ spending much of his time playing and watching rugby and golf. He also enjoys reading, and keeping up to date with financial and political news.

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.

Mark joined Apollo Private Wealth in 2022, following time he spent in the UAE helping expats manage tax efficiency through offshore bonds, and with retirement planning. Starting as a Paraplanner, Mark gained extensive experience writing and reviewing investment transfer cases, alternative investments, business loanbacks and co-investments. Mark became a Private Wealth Associate in 2024.

• BA in English Literature, Queen Mary, University of London

• Level 4 Diploma

• SJP Platinum Paraplanners’ Accreditation

Mark is a big jazz enthusiast, often found at jazz cafés, and plays the saxophone. He also collects rums from around the world.