Focusing on what’s important

At Apollo Private Wealth we understand the aspirations you have for you and your family and that you don’t want to spend time managing your wealth. You’ve got better things to do, and more important things to focus on.

Bespoke financial planning

Our team of expert wealth advisers are solely focused on understanding what’s important to you, your aspirations and your goals.

To do that we take a fully integrated view of your financial circumstances and then create tax-smart investment and retirement strategies, tax-efficient estate planning, comprehensive protection policies, and access to specialist banking & lending that meet every aspect of your wealth management needs.

The result is a solution totally bespoke to you, underpinned by data intelligence and managed by your own wealth adviser whose aspiration is to help you reach yours.

Please note that if the value of the investments falls relative to the agreed loan facility, the lending may need to be repaid in full. Rates and charges will apply. Where a referral is made for specialist banking/lending, the services provided are separate and distinct to those offered by St. James's Place.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is generally dependent on individual circumstances.