A brand-new, inspiring narrative series from St. James’s Place Financial Adviser Academy.
We’re excited to announce the launch of ‘Adviser Stories’, a series that shares the real-life experiences of SJP Partners and Advisers on their journey to becoming financial advisers. Our host, Gee Foottit, Senior Manager at the SJP Academy, explores their personal and professional journeys, diving into the unique challenges, successes, and milestones that they encountered along the way. This series gives a glimpse into the pivotal moments that sparked their career changes, the invaluable lessons they’ve learned, and the passion that drives them to succeed in the world of financial advice.
The series makes its debut with three inspiring stories from three different financial advisers, each bringing unique perspectives from their backgrounds and life experiences.
Story 1: Toby Freeman – from professional rugby to financial advice
Discover how Toby tackled a career change from rugby to financial advice, overcoming setbacks and challenges with his strong set of transferable skills and resilient mindset. Learn how he uses top networking strategies and realistic expectations to find purpose and success in his second career.
Story 2: Diane Watson – from journalism & training solutions to financial advice
A Principal Partner at Sovereign Wealth, an Amazon best-selling author, and a passionate advocate for women’s financial empowerment, Diane has dedicated her career to inspiring others and take control of their financial futures.
Story 3: Abi Porter – from teacher to financial adviser
Abi, a former PE teacher, shares her experience in the Academy, highlighting its supportive environment and diverse cohort. She brings forward her lifelong passion for learning, championing financial education and demystifying misconceptions around financial advice.
Whether you’re an aspiring financial adviser, considering a career switch of your own, or simply curious to hear inspiring career advice, join us and take inspiration from the extraordinary real-life stories our Partners and Advisers have to share.
Discover what it truly means to become a financial adviser and how this career can transform lives, one story at a time.
To watch all three of these stories, please click below to head to our YouTube page.