The Road To Chartered is part of our continued work with wealth management company, St. James’s Place. We were asked to make a film about the benefits of becoming a chartered financial planner, a high level of qualification that marks people out in the financial planning profession.  The film is carefully edited to inspire both existing partners of St. James’s Place to take the plunge and train for chartered qualification and to act as a recruitment film to potential partners considering the move to SJP.

As well as filming current partners of St. James’s Place we filmed chief executive, David Bellamy and a representative of the Chartered Insurance Institute (CII), the body that grants the chartered qualifications.

A key component of this film is the city scape and establishment style footage used. This was shot to help reinforce the idea that becoming chartered is a serious educational commitment and that success brings a certain standing among the professions.

The video is used on the St. James’s Place, True Partnership web site, a resource for Partner firms ( and on Financial Services Magazine, IFA Magazine’s site,

Early data indicates that over 90% of viewers are watching the whole 6 minute film. A remarkable level of audience engagement for a business communication film.

Project Details

Client:St. James's Place
Date:November 2014

Project Crew

Director:Peter Georgi
Executive Producer:Alex Sullivan
Assistant Producer:Matt Wicks
Camera:Matt Wicks
Assistant Camera:Andy Bryce
Editor:Matt Wicks
Motion Graphics Artist:Andy Bryce
Assistant Editor:Andy Bryce
Production Assistant:Laurie Goodwin