Tom Issitt
Senior Marketing Consultant @St. James's Place
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WORK HISTORY
Senior Marketing Consultant @St. James's Place
Designed and led a marketing training program for 70+ financial advisers, improving confidence by 21-43% and driving revenue growth.• Led lead generation initiatives, contributing to £50m+ in new client wealth through optimized marketing strategies.• Provided strategic mentorship and advisory support to a network of marketing managers and financial advisers, enhancing their marketing effectiveness.• Spearheaded digital transformation projects, transitioning firms from agency-led to in-house marketing, increasing efficiency and cost-effectiveness.•Developed and led Salesforce Marketing Cloud training, boosting CRM adoption and marketing automation capabilities.• Managed talent and resource planning, ensuring businesses have the right marketing expertise to drive growth.• Brand Strategy : Designed and facilitated brand strategy workshops to support the development and launch of new business branding, helping firms uncover their core purpose, values, and market positioning to bring their brand to life.• Led a department-wide culture improvement project for an 80-person team, enhancing engagement and collaboration.
EDUCATION
University of the West of England
BA (Hons) Marketing and Business Administration
University of Worcester
Post Grad Certificate - Applied Management and Leadership
Chartered Insurance Institute
R05 Financial Protection
Chartered Insurance Institute
R01 Financial Services, Regulations and Ethics
ABOUT TOM ISSITT
Most people know they should have a financial plan, far fewer actually have one that means something. I\'m a Financial Adviser at Probert Wealth Management, working with business owners, professionals and families across the UK. My job is to cut through the complexity, build a clear picture of where you are financially, and create a plan that genuinely moves you forward. I came to financial planning by an unconventional route, 20 years across marketing and financial services, including several years as a consultant at St. James\'s Place working with financial planning firms. That background shapes how I work. I understand how businesses run, how senior professionals and business owners think, and how to translate financial complexity into something clear and actionable. I hold five CII qualifications covering Regulation & Ethics, Investments, Taxation, Pensions & Retirement and Financial Protection, completed through the SJP Academy. I also hold a business degree and a postgraduate qualification in leadership and management. I work with clients across: Investment planning Retirement planning Inheritance tax planning Protection planning Outside of work I\'m a husband and dad to two, a qualified youth football coach and a Leicester City fan living in the Cotswolds. If you\'re a business owner or senior professional thinking about getting your finances properly sorted, I\'d love to connect. Probert Wealth Management 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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives. SJP Approved 24/04/2026
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