fbpx
Book A Demo
Next
Private Wealth Adviser and Head of Adviser Development

Michael Willgrass

Next
Contact

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.

CLIENT TESTIMONIALS

Hear from Michael's clients.

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

Seeking a tailored financial strategy?

Schedule a consultation with one of our experienced advisers to comprehensively assess and map out your specific financial requirements.

This personalised meeting is an opportunity to delve into your unique financial situation, discuss your goals, and develop a tailored strategy that aligns precisely with what you need for achieving your long-term financial aspirations.

Book A Demo

Michael Willgrass

Contact Us
Close Search
Suggestions
Popular searches

Should you require more information or have particular questions, we invite you to contact us at your convenience.

Contact Us
POPULAR SERVICES
WHO WE HELP

Email To Myself

Close

By submitting your details you give consent for Apollo Private Wealth to reach out for marketing purposes. You may unsubscribe at any time.

Apollo Private Wealth together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James's Place Privacy Policy.

Book a Demo
Close

Your wealth is our priority.