Michael Willgrass
Please note that clicking a link will open the external website in a new window or tab.
Expertise
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. Michael also enjoys working with offshore capital to ensure efficiencies are being utilised.
In addition, he has a lot of experience in drawdown planning and helping to structure tax efficient income streams; with a particular focus on comparing pension drawdown solutions.
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.
Experience
Michael joined Apollo Private Wealth in 2019, following three years’ experience in the financial services industry, including a year with Natixis SA working on the fixed income desk within the investment banking division. Then followed a move to Amsterdam, where Michael worked on the fixed income brokerage desk for a boutique sales trader, STX Fixed Income. After his experience in Amsterdam, Michael decided to join the private wealth sphere, and in 2018 completed a 12 month intensive SJP Financial Adviser Academy programme.
Michael takes great pride in creating long term relationships with his clients. Through holistic financial planning and investment solutions, he efficiently propositions his clients’ portfolios in order to maximise their wealth potential. He predominantly works with professionals in the private equity, legal, technology and investment banking industries.
Michael is also the Head of Advisory Development at Apollo Private Wealth. He undertook this role in 2023, to train our financial advisers, ensuring their development and growth is well looked after.
Qualifications
- CII Level 4 Financial Diploma in Regulated Financial Planning
- Leadership Principles Diploma, Harvard Business School
- BSc Economics, University of Sheffield
Personal interests
Michael enjoys spending time with family, and playing sport. In particular, he is a keen golfer and cyclist. Michael has a young Staffordshire Bull Terrier named Ixtlan. He also loves to play chess, travel, and takes an interest in ancient civilisations.
