Apollo Private Wealth
Apollo Private Wealth is a wealth management firm that provides financial planning services for high net worth clients and their families. They offer a range of services tailored to individual aspirations and goals.
- Retirement Planning
- Investment Management
- Advice for Business Owners
- Estate and Inheritance Tax Planning
- Holistic Tax Planning and Optimisation
- Specialist Banking and Lending Services
- Family Finances and Intergenerational Wealth Management
Locations
Digital Popularity
Competitors
MD Wealth Management is a Financial Planning Service in East Anglia, dedicated to providing high-quality advice on various aspects of wealth management.
Arlo Group is an award-winning independent private wealth management company that provides holistic and ethical financial planning services.
Company Details
Apollo Private Wealth is operated by Apollo Private Wealth Ltd and is a Active company incorporated on 29 January 2016 with the registered office located in Brentwood, Essex. Apollo Private Wealth Ltd was registered 9 years ago.
Status
Active
Size
Small
Directors
2
Age
9 years old
Employees
23
Turnover
Unreported
Total Assets
£4.81M
Cash in Bank
£1.51M
Total Liabilities
-£2.15M
Teams
26
9
9
5
4
4
3
Chief Executive Officer • Joined Apr 2012
Associate Partner • Joined Jan 2020
Marketing Manager • Joined Mar 2023
Marketing Director • Joined Apr 2022
Private Wealth Manager • Joined Nov 2017
Advice Operations Manager • Joined Aug 2024
Head Of Wealth Management • Joined Oct 2023
Human Resources & Talent Manager • Joined Apr 2021
Head Of Advisory Development - Private Client Adviser • Joined Apr 2023
Operations Specialist
Private Wealth Manager • Joined Nov 2017
Associate Adviser • Joined Sep 2023
Private Client Associate • Joined Aug 2022
Private Client Associate • Joined Dec 2024
Private Client Associate • Joined Sep 2024
Chartered Financial Planner • Joined Jan 2024
Private Client Adviser • Joined Aug 2018
Paraplanner • Joined Mar 2022
Financial Adviser • Joined Feb 2023
Associate Partner • Joined Jan 2020
Operations Specialist
Associate Adviser • Joined Sep 2023
Associate Wealth Adviser • Joined Apr 2023
Associate Wealth Adviser • Joined Jan 2024
Chartered Financial Planner • Joined Jan 2024
Private Client Adviser • Joined Aug 2018
Paraplanner • Joined Mar 2022
Financial Adviser • Joined Feb 2023
Chief Executive Officer • Joined Apr 2012
Marketing Manager • Joined Mar 2023
Private Wealth Manager • Joined Nov 2017
Head Of Wealth Management • Joined Oct 2023
Operations Specialist
Private Wealth Advisor • Joined Jul 2024
Private Wealth Advisor • Joined Nov 2023
Private Wealth Adviser • Joined Aug 2023
Private Wealth Adviser • Joined Mar 2024
Private Wealth Advisor • Joined Jul 2024
Private Wealth Advisor • Joined Nov 2023
Private Wealth Adviser • Joined Aug 2023
Private Wealth Adviser • Joined Mar 2024
Associate Partner • Joined Jan 2020
Marketing Director • Joined Apr 2022
Associate Adviser • Joined Sep 2023
View 26 members