Bhagavi Podichetty
BSc (Hons), MBA, DipPFS
After 31 years in the pharmaceutical industry, redundancy became a turning point, an opportunity to realign my career with what I genuinely enjoy.
What stood out most over the years was the satisfaction I found in truly helping people, building long-lasting relationships, and to my surprise finance, a passion I uncovered during my MBA.
About
Now, I’m channelling that experience and insight into a new chapter, one where I can make a meaningful difference by combining strategic thinking with empathy and a people-first approach.
After suddenly losing both my husband and my job within a short space of time, and with two dependent children, I experienced firsthand how difficult it can be to find a genuinely good Financial Adviser (it took me three attempts!).
This deeply personal journey inspired me to become the kind of adviser I had been searching for: someone who combines expertise with empathy and always puts people first.
I chose the St. James's Place Financial Adviser Academy because of its exceptional training, professionalism, and standards, values that strongly align with my own work ethic.
Launching my own business was a natural next step. It gives me the freedom to apply a common-sense, collaborative, and client-focused approach that delivers the best outcomes for those I work with.
To really make a difference, I focus on:
- Building strong relationships to truly understand your financial journey
- Helping clients build and preserve their capital
- Protecting them and their families against risk
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 29/10/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
