From Banks to Big Decisions: A Conversation with Will Gilbert
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From Banks to Big Decisions: A Conversation with Will Gilbert
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In this episode of the Cherry Godfrey Podcast, Kelly and Jon are joined by Will Gilbert, a financial adviser with GDT Wealth Management, representing St. James’s Place. From managing a team at a high street bank to going self-employed, Will shares his honest and inspiring journey into financial advice.
What’s inside:
- Why giving personal advice isn’t just about numbers
- The reality of leaving a stable job to go it alone
- Building relationships that last a lifetime
- How planning ahead can protect your future — and your family
Whether you're thinking about your finances, your career, or simply love hearing real stories from people in the industry, this episode delivers heart, humour, and practical insight in equal measure.
Listen now and follow us for more stories from the team at Cherry Godfrey.
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