fbpx
Private Wealth Adviser

Shil Shah

Please note that clicking a link will open the external website in a new window or tab.

Expertise

Shil takes pride in building strong, trusted, and long-lasting relationships with his clients, advising on a range of wealth management solutions. He specialises in providing bespoke solutions through his understanding of tax-smart investment and retirement strategies, estate planning and comprehensive protection policies.

Experience

Shil joined Apollo Private Wealth in 2023 and brings nearly a decade’s experience in the financial services industry. This included 2 years at Deloitte, and 6 years at KPMG, in their respective private client teams; working with HNW individuals and families in the UK.

Qualifications

  • CII Level 4 Diploma in Regulated Financial Planning
  • Institute of Chartered Accountants of Scotland – ICAS Tax Professional (ITP)
  • Institute of Chartered Accountants of Scotland – Chartered Accountant (CA)
  • BSc Mathematics, King’s College London

Personal interests

In his spare time, Shil enjoys spending quality time with his family; playing basketball; and is an avid Manchester United fan.

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.

Shil Shah

Contact Us
Close Search

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.