Our Story | Wealth Services UK

Apollo MAM Group is built around experience and expertise. It is a business that blends innovation and ambition with an old-fashioned work ethic to deliver client-first propositions that are both profitable and transparent.

The Group strives to find opportunities that arise from what are seen by others in the industry as hurdles. We believe every challenge represents an opportunity. Our flexibility, innovation, entrepreneurship and dedication allow us to prosper where others falter.

Our Group companies utilise the latest technologies combined with a culture of trust and well-established values to generate more revenue by delivering better client outcomes.

The Apollo MAM Group is made up of strategic business units that combine to deliver the most comprehensive wealth, life and investment planning services in the marketplace. Each business is a market leader and innovator in its own right, but with Apollo the old adage has never been more true – we are greater than the sum of our parts.

We are the product of our people. A strong internal culture that promotes honesty in our dealings, pride in our offerings and loyalty to each other and our clients runs deeply through the firm and it is each individual within the organisation who makes this possible.

Our Values

Our PeopleThe strength of our company lies in the strength of our people.
TrustTrust is the most powerful currency in business. Our ongoing success rests entirely on the integrity, reliability and fairness of our businesses and our people.
ClarityWe provide complete transparency in our vision, what we do and why we do it. Our team and our stakeholders are fully aligned with our values, goals and purpose.
Long-Term StrategiesWe are the future of Financial Services; constantly striving to redefine the standard of excellence in everything we do. We are continuously improving and implementing new concepts in the knowledge that this will drive increased value for all our stakeholders.

Enabling the Vision

Our business model is built around core enablers which seek to create competitive advantage and value for our stakeholders. These enablers include:

Our Team

The strength of our company lies in the strength of our people and the wealth of experience and expertise they possess. All our team members share a commitment to our company culture and values as well as our passion for our core purpose; the cultivation of wealth.

A Culture of Innovation

We constantly strive to redefine the standard of excellence in everything we do. Our ongoing focus on operational improvements and investment in new processes drives increased value for all our stakeholders. The Apollo MAM Group’s culture emphasises innovation, forward-thinking and continuous improvement. Our people live and breathe this commitment all day, every day.

Industry Reputation

We are proud of our strong focus on A Better Way Forward and of our track record as a leader in wealth and asset management solutions for our stakeholders and their clients. Our financial planning firm, Total Wealth Planning, has achieved Chartered Status and our asset management company, Apollo Multi-Asset Management, was awarded the Platinum and Gold Awards in the Aggressive and Cautious Boutique categories respectively by Portfolio Adviser in 2019. The model portfolio service is currently 5-star rated by Defaqto.

Long-Term Strategies

We enable our stakeholders to do more than just respond or react to clients’ needs. Instead, we anticipate and help define them, based on our expertise and operational capability. We believe that by understanding financial goals, better client outcomes may be achieved. Our focus is on developing and maintaining long-term relationships. In doing so we aid the development of fully bespoke services that are tailored to specific client needs.