If you struggle to set goals and stick to them, there are few better places to look for inspiration than the army. The military teaches you discipline, determination and focus - and many of the skills can be taken into the world of work.
Whether you’re looking to make a huge career pivot, or level up with intentional goal setting strategies, we bring you the hacks and habits that will make your journey much easier.
In this episode of The Switch from St. James’s Place Financial Adviser Academy, host Gee Foottit speaks to Henry Anderson, who spent 18 years in the British Army before rapidly pivoting to become a financial advisor.
Together they explore:
- How the Eisenhower Matrix helps Henry to prioritise what really matters
- The secrets behind Henry’s seven-step military decision-making process
- Why most people fail at goal-setting (and how to build motivation)
- The power of having 200(!!) networking conversations
- Henry’s mindset for handling uncertainty and knowing when to say no
Watch the episode here
Our guest speaker: Henry Anderson
Financial planner and Ex-British Army
Henry joined PWM in 2023 from Deloitte, where he worked as a management consultant specialising in government programmes. He previously enjoyed a distinguished 18-year career in the British Army, initially serving as a helicopter pilot in Iraq and Afghanistan, followed by several strategy, planning and leadership roles in the UK and overseas.
A Fellow of the Chartered Management Institute, he has studied with Harvard Business School, the UK Defence Academy, Loughborough University, and holds a Diploma in Regulated Financial Planning with the Chartered Insurance institute.
Henry specialises in working with business owners and professionals, at every stage of their careers, who want to grow, protect and share their wealth tax-efficiently.



