Explore every episode of the podcast Hoxton Life

Faye’s journey into financial planning wasn’t a conventional one. After studying drama at university, she entered financial services through customer service and pensions administration before progressing into paraplanning, completing her Chartered exams and eventually moving into a client-facing financial planning role.

In this episode of Hoxton Life, Faye McDonald joins Chris Ball to discuss the decisions that have shaped her career - from studying for professional qualifications while raising young children to recognising when a role wasn’t the right fit. She also shares why her family moved from Liverpool to Dubai, how flexibility has allowed her to continue progressing professionally, and what she has learned about client service, mentorship and leadership along the way. 

In this episode:

• An unconventional route into financial planning
• Studying for Chartered exams alongside motherhood
• Moving from paraplanning into financial advice
• Relocating from Liverpool to Dubai
• Balancing career progression with family life

Now helping to develop Hoxton Wealth’s UK client service proposition and mentor other financial planners, Faye reflects on how her priorities have evolved without losing her ambition to keep learning and progressing.

Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, Jacob Hall sits down with Bilal Mughal, an international financial planner with more than 17 years of experience helping clients across the UK, Europe and the Middle East.

Bilal shares how a decision to move overseas completely changed the direction of his career, why he believes financial planning is ultimately a people business, and how building long-term relationships has shaped the way he advises clients today.

The conversation explores how international financial planning has evolved over the last two decades, why trust matters more than ever, and what advisers need to do to build a business that lasts. 

In this episode, Jacob and Bilal discuss:

• Why moving into international financial planning changed Bilal's outlook and helped shape a 17-year career built around long-term client relationships.
• How trust, service and genuine relationships have replaced transactional advice as the foundation of a successful financial planning business.
• The reality of working with internationally mobile clients, managing multiple jurisdictions and coordinating complex cross-border financial planning.
• Why collaboration, technology and investment in people have transformed the client experience within modern financial planning firms.
• The growing opportunity for Sharia-compliant investing and why ethical investing is becoming increasingly important for clients around the world.

Whether you're already working in financial planning, thinking about building an international career, or simply interested in what great client relationships really look like, this episode offers an honest insight into the profession from someone who has spent nearly two decades helping clients navigate complex financial decisions.

🎧 Listen to the full episode on Spotify and Apple Podcasts, or you can watch the full conversation on our Hoxton Life YouTube channel.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Most business owners spend years building their company.

Far fewer spend the same amount of time planning what happens next.

In this episode of Hoxton Life, Chris Ball sits down with Regional Director Stuart McDonald to discuss the financial planning challenges business owners face throughout their journey - from building and growing a business, to extracting wealth tax-efficiently, protecting their family, and eventually preparing for an exit.

The conversation explores why many entrepreneurs become so focused on the business itself that their personal financial planning gets pushed to the bottom of the priority list. Stuart explains why relying solely on a future business sale can be risky, and why building wealth alongside your business can create more flexibility and freedom in the future.

Chris and Stuart also discuss the emotional reality of selling a business, how to prepare years in advance for a successful exit, and the importance of ensuring your personal financial plan supports your long-term goals.

In this episode, we cover:

• Why business owners are often asset-rich but time-poor

• Tax-efficient ways to extract wealth from a business

• Pre-exit planning and preparing for a future sale

• Protecting shareholders, families and business partners

• Succession planning and passing wealth to the next generation

• Family investment companies, pensions and legacy planning

• How internationally mobile business owners can benefit from global planning

• Why selling a business is often an emotional decision, not just a financial one

Whether you're building a business, preparing for an eventual exit, or simply looking to make smarter financial decisions, this episode offers practical insights into creating a plan that works both now and in the future.

🎧 Watch the full episode on YouTube.
🎧 Listen on Spotify and Apple Podcasts.
To learn more about Hoxton Wealth, visit https://hoxtonwealth.com/

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of the Hoxton Life Podcast, Julia Duke-Vinton sits down with Purnima Anand to discuss her 18-year career journey - from starting in corporate sales in India to building a successful career as an international financial adviser.

Purnima shares what it was like entering a heavily male-dominated industry, the pressure she felt to prove herself early in her career, and how hard work, preparation, and consistency helped her build trust with clients across India and Southeast Asia.

The conversation explores the realities of international financial planning, what clients actually value in an adviser, and why empathy, long-term thinking, and genuine intent matter just as much as technical knowledge.

They also discuss:

• Building trust with global clients over the long term
• The importance of confidence and competence in financial advice
• Why women bring a unique perspective to financial planning
• Creating opportunities for more women in finance
• How technology and fintech are shaping the future of advice
• Why financial planning can become a genuinely life-changing career

Whether you’re already working in financial services, considering a move into the profession, or interested in international financial planning, this episode offers a grounded and honest perspective on building a meaningful career in the industry.

🎧 Watch the full episode now on YouTube, or listen on Spotify, and Apple Podcasts.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Most of our advisers spend their careers advising globally mobile clients.

But it’s very different when you become one.

In this episode, Lewis Paterson shares what changed when he left the UK to work overseas, built his career as an international financial adviser, and then returned. 

Experiencing the realities of moving countries firsthand - from navigating different systems to understanding the emotional side of relocation - gave him a completely different perspective on the advice he delivers today.

Lewis and CEO Chris Ball explore the wider mindset behind his journey, including the role of adaptability, building a career across different environments, and the entrepreneurial thinking needed to keep progressing in a changing industry.

It’s a reminder that great advice isn’t just technical - it’s shaped by experience, perspective, and the ability to evolve alongside your clients.

Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Most people underestimate what it takes to build a career in financial planning.

It’s not just about passing exams or learning technical knowledge.

In this episode, Matt Morgan sits down with Jacob Hall to share his journey from trading into financial planning, and what he’s learned from advising, leading teams, and now developing the next generation of advisers.

We get into the reality of how careers in this industry are actually built, including:

• The transition from trading into financial planning, and where he found the most fulfilment
• What the pathway into advice really looks like, and why prospecting is the hardest skill to master
• Why discipline and consistency matter more than short-term motivation
• How Hoxton is developing the next generation of advisers, and what makes that opportunity different

It’s a practical, honest look at progression in financial planning - and what it really takes to succeed over the long term.

Watch the full episode on YouTube, or listen on all audio platforms.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Is paraplanning just a "support role," or is it the ultimate training ground for future advisers? 

Too often, the path from trainee to planner is treated like a mystery. In this episode of Hoxton Life, CEO Chris Ball sits down with Georgia Thomas and Andrianna Rawlings - two paraplanning professionals who have spent 4+ years mastering the craft - to discuss the reality of career progression in international finance.

This week, Georgia and Annie discuss:

◽ UK vs. International Planning: The technical differences and why the international space can offer a steeper, more rewarding learning curve.

◽ The Exam Stage: How to balance technical study with the day-to-day pressure of supporting high-level advisers.

◽ Women in International Finance: Breaking down barriers and the unique opportunities available for women in the GCC and global markets.

◽ The Growth Mindset: Why constant progression and "putting in the homework" is the only way to move from supporting to leading client meetings.

Watch the full episode now on YouTube, or listen on Spotify and Apple Podcasts.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

How do you build a financial planning career that actually lasts?

Many people enter the international advice space looking for a "quick win," but few have the discipline to still be at the top of their game 11 years later.

In the latest episode of Hoxton Life, partner and Senior Financial Planner Lloyd Simpson joins Jacob Hall (Global  Head of Advisery) to break down the transition from a hungry business developer to a trusted senior adviser in the GCC.

During this conversation we discuss:

Starting from Zero: The reality of prospecting in a competitive expat market and why trust beats a "sales pitch" every time.

The Move: What it’s actually like to transition your practice after a decade at one firm and how to ensure your clients come with you.

The GCC: How the market has shifted from product-led sales to real, holistic wealth structuring.

The Discipline of Success: Why your daily routine and lifestyle habits are just as important as your technical knowledge.

Whether you’re just starting your career or you're a senior planner looking for the right platform to reach the next level, watch the full conversation on YouTube or listen on Spotify or Apple Podcasts.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

“Tax is like a spider’s web... If you pull on one strand, it moves somewhere else.”

Most professionals work incredibly hard to build wealth, but few have a strategy to access it efficiently. In the latest episode of Hoxton Life, Andrew Robinson (Chartered Tax Adviser at STS Europe) explains why tax advice isn't enough if it doesn't align with what you actually want for your family.

We cover:

• The costly mistakes people make before relocating

• Why timing matters more than most realise

• How to structure assets properly before rules change

• What advisers should be doing differently in 2026

Whether you’re advising clients or planning your own cross-border future, this conversation will sharpen your thinking and could potentially save thousands.

Watch the full episode on YouTube, or listen on Apple Podcasts or Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

How do you turn a "job" into a lifelong career in just 24 months?

Lalith Mangalarapu is back for his second appearance on Hoxton Life, and his progress is a masterclass for anyone looking to break into the financial planning profession.

Two years ago, Lalith was just starting his journey. Today, he has passed key exams, is actively conducting client fact finds, and has shifted his mindset from "prospecting" to "relationship building."

In this episode, Lalith and Jacob Hall (Global Director of Advisory) discuss:

✅ A career, not just a job: How to stop focusing on the daily grind and start looking at the bigger picture.

✅ Why listening is key: Why the "two ears, one mouth" rule is a junior adviser’s best tool.

✅ Social networking: How Lalith uses his passion for cricket to meet people and build trust without ever having to "sell."

✅ The 24-month journey: What it’s really like to go from the back office to leading client meetings.

Lalith is living proof that with the right environment and a commitment to "doing the hard yards," the path to becoming a qualified international adviser is closer than you think.

Whether you’re a student, a career-changer, or a firm leader looking to inspire your trainees, Lalith’s story is a testament to what focus and professional maturity can achieve.

Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

"Show me your bank account, and I will show you what is important to you."

How do you answer the most profound question from your clients: How much is "enough" to live the lifestyle I want?

In the latest episode of Hoxton Life, Stuart McDonald (Regional Director at Hoxton Wealth) breaks down why true financial planning is about becoming an "expert in the client," not just a manager of assets. For many, the fear of running out of money leads to "hoarding" assets they'll never use, all because they haven't mapped out their version of enough.

During the conversation, Chris Ball and Stuart McDonald dive into the core pillars of Lifestyle Financial Planning:

The Psychology of Enough: Why the answer is subjective. It’s about reaching a "financial independence point" where you are finally free from the worry of making a wrong decision.

Discovery Beyond the Data: Stuart explains why his first question is often "What was money like growing up?" Understanding your history with money is the only way to align your current spending with your future values.

The Behavior Gap: We discuss why the "best" investment portfolio is a myth. The only portfolio that actually works is the one you can stick to when markets behave erratically.

Practical Levers: Identifying the specific changes you can make today to ensure you don’t just build wealth, but actually enjoy it.

Whether you are a financial professional looking to deepen your discovery process or someone seeking clarity on your own retirement path, this episode is a masterclass in behavioral finance.

Watch the full episode for a masterclass in lifestyle mapping, or listen now on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

From $900M in organic growth to walking away from bad deals... this is the unfiltered reality of scaling a global financial planning firm.

In our final episode of 2025, CEO Chris Ball sits down with Jonathon Jay (Managing Director of Hoxton Wealth UK), Charmaine Lotz (Global Head of HR) and Matthew Morgan (Global Advice Manager) breaks down exactly how Hoxton Wealth hit $4B AUM (up 33% YoY) and the strategy behind our "Big Hairy Audacious Goal" of $20B by 2030.

We dive deep into the wins and the lessons of 2025: 

✅ The Talent Engine: How our newest 4 trainees contributed to 10% of all client meetings in their first year. 

✅ The Hard Calls: Why we pulled the plug on a major acquisition at the 11th hour to protect our culture. 

✅ Culture as a KPI: Implementing the Hoxton Health Hub, salary benchmarking, and removing "anchors" that hold the team back. 

✅ Exam Success: Celebrating the 36 staff members (10% of the company) who passed exams this year.

Whether you are an adviser looking for the right home or a business owner scaling up, this is a transparent look under the hood of a high-growth international firm.

Watch the full episode here on YouTube, or search 'Hoxton Life' on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Most people move abroad for opportunity; higher income, lower tax, better lifestyle.

But if you spend 10 years overseas without investing, without planning and without a strategy, you often return home worse off.

In the latest episode of Hoxton Life, Jacob Hall sits down with Ravi Gill to speak on his journey from trainee to now managing over £40M in assets under management - and the fundamental shift in how he serves international clients.

We deep dive into:

* Why delaying financial planning is the most expensive decision expats make

* How GCC professionals can build wealth without a corporate pension framework

* The 2024–27 legislative changes (domicile scrapped, residency-based tax, pensions pulled into IHT)

* Why visibility, cash-flow modelling and tech adoption are the “unlock” for international advice

* The shift from transactional sales to lifelong planning, structure and accountability

* Why couples planning, estate reviews and insurance protection matter more than products

* How US assets, Series 65 qualifications and new custodians create truly global advice

Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Divorce is undoubtedly one of life's most difficult journeys, and often the financial planning required is an afterthought. On this episode of Hoxton Life, we're joined by Senior Financial Planner Hulya Gunay to discuss this incredibly important and sensitive topic. 

Bringing over 15 years of banking experience, Hulya Gunay shares her expertise and her own personal story to highlight the challenges, from subtle financial control in a relationship to the opportunities for a fresh start.

Hulya details the real value a specialist financial planner brings during this time, helping clients navigate the complex financial side with clarity and support. She is a powerful example of how, with the right planning and support, clients can emerge from divorce in a much stronger financial position than they went in.

If you or your clients are facing this difficult journey, listen now to understand how expert advice can make the process as pain-free as possible, empowering individuals to secure their future.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

What does it actually take to build a successful career in international financial planning?

In this episode of Hoxton Life, we introduce the fourth cohort of our Trainee Wealth Manager (TWM) program. Our Global Head of Advisory, Jacob Hall, sit down with Darsh, Harry, Shane, and Roman to discuss their experience in the first 16 weeks - the period of progress that transforms ambition into a tangible career path.

They share a transparent look at the program's structure and the culture of rapid acceleration that is shaping our next generation of advisers. These TWMs, who joined straight out of university or intensive internships, are already getting qualified, preparing to partner with established advisers, and mastering the skills required to secure their first clients.

More importantly, our trainees speak on what it’s like to start from scratch in a competitive industry, how they’ve handled rejection, built resilience, and adapted to life in one of the world’s most dynamic financial hubs.

If you’re looking for a blueprint on how to launch or redefine your career in financial planning, this episode confirms that a supportive, high-performance environment is the ultimate accelerator. 

Watch the full episode on YouTube, or listen on Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this latest Hoxton Life episode, Chris Ball, Jonathon Jay, and Jacob Hall reveal the strategy behind Hoxton Wealth's incredible growth, including hitting nearly £1 BILLION in organic revenue in just two years.

We pull back the curtain on the challenges every scaling business faces, emphasising that success is built on resilience, a relentless focus on AUM, and a culture of collaboration, not competition.

Key insights covered in this episode, especially for Financial Planners, Leaders, and Entrepreneurs:

• - Why investing in infrastructure and key talent is essential to scale.
• - How we shattered the myth that July and August are "quiet months" (they were our biggest!).
• - The strategy and targets we're pursuing to hit £4.3 Billion in assets by the end of the year.

If you're looking for a transparent roadmap on building a high-growth, globally compliant advice business, this is a must-watch.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

At Hoxton Wealth, growth only matters if clients remain at the heart of everything we do.

In this episode of Hoxton Life, Simon Pitkin shares his 30+ years of experience in client servicing and explains how we’re building a model that blends technology with personal, human connection.

From simplifying processes to ensuring clients have direct, 24/7 access to support, Simon breaks down what truly creates trust and loyalty in financial planning.

During their discussion, Simon Pitkin and Chris Ball break down:

• How Hoxton Wealth’s growth is built on a client-first approach, where service and relationships matter as much as financial returns.
• How technology enhances service by simplifying processes and giving clients 24/7 access, while making sure it complements, and doesn't replace, human connection.
• The key challenges involved in scaling a business without losing the personal touch, ensuring consistent service across regions.
• How trust and loyalty are created through availability, transparency, and proactive support.
• Advice for advisers, and how success comes from prioritising client needs, clear communication, and seamless experiences.

For financial advisers and professionals, watch the full episode for insights into how to scale your business while still putting clients first - now on YouTube and Spotify.

👉 What’s the best client service experience you’ve ever had - inside or outside financial planning?

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Do you know what happens to your assets when you pass away? 

Many people assume that estate planning is only for the "uber wealthy" or a way to avoid inheritance tax. On a recent episode of the Hoxton Life podcast, we sat down with one of our specialist estate planning advisers, Jack Povah, to demystify trusts, wills, and estate planning.

In this powerful conversation, Jack shares why estate planning is so important for everyone and how it's possible to "carry on managing assets even after you've passed away". He breaks down the importance of taking that first step, dispels common misconceptions, and explains why a proper plan can be easily updated as your life changes.

This episode is a must-listen for anyone interested in financial education and securing their family's future. What's one question you have about estate planning?

Let us know in the comments below! 👇

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

What really happens when two established international financial planning firms come together?

In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history.

This episode explores how two firms came together with a shared focus: honouring the past, protecting client trust, and accelerating growth across global markets.

In this episode we discuss:

• Why cultural alignment matters more than numbers in M&A
• How to build a seamless client experience during acquisition
• The legacy Infinity built - and how Hoxton plans to honour it
• Why Southeast Asia is key to Hoxton’s international strategy
• Lessons for founders thinking about exit or scale
• What advisers can expect post-acquisition - and what it means for their future

Whether you’re a business owner thinking about succession, or an adviser curious about international opportunities - this episode is definitely one to watch.

🎧 Listen now on YouTube, Spotify, or Apple Podcasts.
📩 Want to speak with our M&A team? Message us directly.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Thinking of transferring your UK pension while living overseas?

Before you touch your defined benefit scheme, listen to this.

In this Hoxton Life episode, Jess Rooney (Chartered Financial Planner) breaks down the complexities of transferring a final salary pension - especially for expats.

From currency risk and tax issues, to the emotional shock of investment losses, Jess shares why this isn’t a decision you make lightly.

She also explains why FCA red tape exists - and how the right regulatory advice protects you from irreversible mistakes.

If you’re advising international clients or thinking about your own retirement, this is one to watch.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode, Chris Ball from Hoxton Wealth sits down with Thomas Becket, Chief Investment Officer at ⁠Canaccord, for an honest conversation about what it takes to invest confidently when markets are messy.

Tom has over two decades of experience managing money through good times and bad. He shares how Canaccord builds portfolios that stay balanced, protect against inflation, and don’t get caught up in short-term hype.

Chris and Tom cover:

• How Canaccord’s approach focuses on consistency and real-world outcomes
• Why fixed income is finally interesting again
• What inflation-plus returns really mean for long-term investors
• How diversification should actually work
• And how the partnership between Hoxton Wealth and Canaccord helps clients stay calm and on course

If you're wondering how to stay invested without second-guessing every headline, this is the episode for you.

Search Hoxton Life on Spotify or Apple to listen on the go.
Want a copy of Tom’s “Turbulent 20s” white paper? Message us and we’ll send it your way.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of the Hoxton Life podcast, Chris sits down with Freddie Streeter from Pacific Asset Management to unpack the thinking behind a powerful new partnership.

 Together, they've built five risk-rated portfolios designed not around spreadsheets, but around real people - grounded in simplicity, discipline, and behavioural insight.

They discuss:

• Why "alpha is in the advice"
• The rise of passive investing and what it really means
• How PAM’s technology supports clearer, faster communication
• How Hoxton’s planning philosophy shaped the portfolios
• The importance of staying invested and avoiding emotional decisions

This isn’t just an investment strategy. It’s a modern approach to financial planning, co-created for long-term success.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Welcome to the podcast from Hoxton Wealth - honest conversations on life, finance, and building wealth across borders.

What really happens when you move your business to Dubai?

This week on Hoxton Life, Chris Ball sits down with chartered accountant and entrepreneur Jeri Williams (Smooth Accounting) to separate fact from fiction.

They cover:

• The biggest tax myths people fall for
• Why you can't just ‘say’ you run your business from Dubai
• The five-year rule, HMRC scrutiny, and split-year residency traps
• Real-world success stories and mistakes to avoid

Jeri shares her own experience, as well as practical advice for those genuinely considering relocating their business, life, or family to Dubai.

If you’re planning a move or need help with international tax or financial planning, speak to us at Hoxton Wealth. We’ll connect you with trusted experts and guide you through it.

📚 Jeri’s book Moving to Dubai is coming soon - follow her on LinkedIn or watch for it on Amazon.

🎧 Subscribe to Hoxton Life on Spotify, Apple Podcasts, or YouTube

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

What REALLY Happens in a Financial Planning Meeting? | Bobby Sahota | Hoxton Life Podcast

Most people think financial planning is just about numbers, pensions, and investment charts. But what if it's actually the first step toward peace of mind, freedom, and even early retirement?

In this episode of Hoxton Life, Sam Oakes sits down with Bobby Sahota from Hoxton Wealth to explore what really happens in a financial planning meeting. No jargon. No pressure. Just an honest look at how one conversation can reshape your life.

We hear the incredible story of a couple who thought they had to work for 10 more years - until Bobby helped them see they could retire now. Within a year, they were off their meds, living by the coast, and finally enjoying life.

Sam also opens up about his own experience and the shame that kept him from creating a financial plan - despite working in the industry for years.

🎧 Expect to learn:

• What to expect in your first planning meeting
• How Bobby helps uncover what really matters
• Why financial planning is more emotional than you think
• How it can help you retire earlier than you thought possible

🔗 Book your own meeting with Hoxton Wealth: https://hoxtonwealth.com/contact
📌 Subscribe for more real conversations about money, mindset, and living a life on your terms.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this deeply personal episode of Hoxton Life, Sam Oakes sits down with Jonathon Jay, Managing Director of Hoxton Wealth UK, to explore a story that spans continents, hardship, neurodiversity and career reinvention.

From a luxury childhood in Saudi Arabia to starting over in Liverpool with just £70, Jonathon’s journey is one of grit, honesty and purpose. He opens up about how his father’s sudden business loss shaped his understanding of financial stability, and how living with ADHD led him to a career that finally aligned with his strengths and values.

Now leading a rapidly growing team at Hoxton Wealth UK, Jonathon shares how he is building a culture for intrapreneurs: advisers who want more freedom, more opportunity and more meaning without having to go it alone.

If you are a financial adviser looking for growth, a deeper connection to your work, or just a real story about leadership done differently, this one is for you.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

"I Didn’t Realise How Big This Could Be Until I Joined” - Stuart McDonald’s Story at Hoxton Wealth

In this episode of Hoxton Life, Sam Oakes heads to Liverpool to sit down with Stuart McDonald, a financial planner who made a bold move after 14 years in the industry.

Stuart left a comfortable position at a traditional firm to join Hoxton Wealth - and within just one year, he's now Director of the Liverpool office. But this isn’t just about a new job title. It’s about stepping into an environment that finally matched his ambition.

In this episode, Stuart opens up about:

• Why he left his old firm after 8 years
• How he built a niche working with professional footballers, coaches, and club executives
• The growing demand for international financial planning - and how Hoxton makes it seamless
• Why intrapreneurship at Hoxton beats going it alone
• What it’s really like building a practice inside a fast-growth, supportive business

“There’s a lot of noise around athletes - my job is to help them tune it out and focus on their future,” Stuart says.

This episode is for financial planners who feel stuck. For those who want the freedom to grow, but not the stress of going solo. For the entrepreneurial thinkers who are ready to build something bigger - with the right people around them.

Watch the full episode now. And if you're curious about what intrapreneurship looks like at Hoxton, search Hoxton Life on Spotify, Apple, or YouTube.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

The Financial Planner Who Leads with Purpose - Featuring Teresa Dunning, Hoxton Wealth

In this episode of Hoxton Life, I sit down with Teresa Dunning, Financial Planning Director at Hoxton Wealth, to talk about what it truly means to build a career around impact - not just numbers.

Teresa has carved out a unique path in the financial planning profession, specialising in two powerful niches:

• Supporting farming families with succession and inheritance tax planning
• Advising families affected by clinical negligence and personal injury, through court of protection and lifetime care planning

She shares how her journey started in retail banking, how she became Chartered, and why she made the decision to join Hoxton Wealth in 2024.

We discuss:

• What it’s like working within Hoxton Wealth’s intrapreneurial adviser model
• Why professional connections have been the foundation of Teresa’s success
• How she launched a seminar for the agricultural community—backed by Hoxton
• The emotional depth of working with vulnerable families through legal processes
• Her plans to mentor the next generation of financial planners

Teresa’s story is one of purpose, proactivity, and personal growth. It’s also a clear look at what’s possible when advisers are given the space, tools, and support to build something of their own.

Whether you’re an aspiring financial planner or a seasoned IFA looking for a new way forward, this episode will leave you inspired.

🎥 Watch the ⁠docu-story and more episodes on YouTube: Search “Hoxton Life”

🎙️ Or listen now on Spotify and Apple Podcasts.     

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Investing can feel overwhelming in your 20s, but it doesn’t have to be. In this episode, Ellie Gracie, a 23-year-old Client Relationship Manager at Hoxton Wealth, breaks down the essentials of getting started with investing - without overcomplicating things. Working directly with CEO Chris Ball, Ellie has seen firsthand how smart financial decisions early on can set the foundation for long-term wealth. She shares her career journey in financial services as a young woman, the misconceptions that hold people back from investing, and the simple strategies that can make all the difference.

Many believe you need a fortune to start investing, but the reality is much simpler. Ellie explains how her small, consistent steps have led to financial security in her early 20s. She also discusses the financial advice gap for women in particular, and why more female voices are needed in the profession.

Key topics covered:

• How early career decisions helped Ellie build financial confidence
• Breaking down common investment myths that hold young people back
• Simple investment strategies anyone can follow in their 20s
• Why women’s financial empowerment is key to closing the wealth gap
• The role of emotional intelligence in financial advice and decision-making

Whether you’re completely new to investing or just looking for a clearer path forward, this episode offers a brilliant step-by-step to help you take control of your financial future. Because the best time to start investing? It’s today.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

What if the thing holding you back isn’t your talent - but your business model?

Moheen Ahmed had everything a financial planner could want - an established practice, a strong client base of C-level executives and business owners, and over £1M+ in investable assets per client.

But as his business grew, so did the burden - compliance, recruitment, and admin pulled him away from what he loved most: working with clients.

Mo had to make a decision:

 Stay independent and manage it all alone?
 Or integrate with a firm that would allow him to scale smarter?

After rigorous due diligence, one name kept coming up - Hoxton Wealth. By joining, Mo gained the freedom to focus on growth while leveraging world-class infrastructure that handled everything else.

Now managing $175M AUM, Mo shares:

✅ Why running a firm doesn’t always mean freedom
✅ The entrepreneur vs. intrapreneur mindset shift
✅ The real benefits of integrating with a larger firm
✅ How Hoxton helps financial planners scale without the headaches

If you're a financial planner feeling stretched too thin, this episode is a must-listen.

🎙️ Listen now on YouTube, Spotify, or Apple Podcasts.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

What if the biggest risk in your career was never taking one at all?

Most people want success - but how many are actually willing to leave behind everything familiar to chase it?

James faced that exact question growing up in Cornwall, where life is slow, comfortable, and deeply rooted. Most people stay. He chose to leave.

His journey took him from a quiet coastal town to London, then to Qatar, and finally to Dubai - where he became employee number 15 at Hoxton Wealth and built a career in international financial planning.

But it wasn’t easy.

In this episode of Hoxton Life, James shares the realities of breaking into financial planning, the challenges of going from trainee to financial planner, and why most people fail before they even get started.

💬 We talk about:

✅ Why financial planning is more about trust than fees
✅ The transition from Business Development Manager to Financial Planner
✅ The importance of mentorship and learning from experience.      
✅ Why most people have no idea what retirement actually looks like.    

James’ story proves that success isn’t about luck - it’s about sticking with it when others quit.     

🎙️ Search ‘Hoxton Life’ on YouTube, Spotify, or Apple Podcasts - links in the comments.

What’s the biggest risk you’ve taken in your career? Let me know below 👇

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Hoxton Wealth has been making waves in financial planning, and in this episode of Hoxton Life, our CEO Chris Ball shares exactly how the firm is shaking up the industry. From record-breaking growth to a bold new brand identity, 2024 was a turning point - so what’s next?

Chris reveals how we went from an underdog to a powerhouse, hitting £2.13 billion in AUM and £20 million in revenue. He breaks down why our company rebrand was more than just a name change and how Hoxton is investing heavily in the next generation of financial advisers. Plus, with five planned acquisitions in 2025, the momentum is only building.

Some see Hoxton Wealth as a disruptor, while others call it the fresh perspective financial planning needs. In this episode, Chris unpacks:

✅ The strategy behind Hoxton’s rapid growth and expansion

✅ How branding, PR, and content are shaping the future of financial firms

✅ Why lifestyle financial planning is key to long-term success

✅ The next big moves for Hoxton Wealth in 2025

This is an unfiltered conversation with the man leading our growth, innovation, and the future of financial advice. Listen now on YouTube or your favorite podcast platform. 🎧

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, we sit down with George Stainton, a financial planner at Hoxton Wealth, to explore why financial planning is crucial for expats. Based in Dubai, George advises both UK and US expats on cross-border financial strategies, tax planning, and wealth management. We discuss the dangers of delaying financial planning, the benefits of an international approach, and real-life success stories of expats who transformed their financial futures.

Key Takeaways:

• Expats often underestimate their financial needs and delay planning - this can be costly.
• Many UK expats don’t realise they can still contribute to their state pension from abroad.
• The lack of structured pension schemes in the UAE means proactive planning is essential.
• Behavioral coaching helps investors avoid emotional mistakes, like panic selling.
• Hoxton Wealth’s borderless approach ensures expats have financial continuity no matter where they live.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

🚀 Want to become a top financial planner? 

Too many people rush into advising without the right skills, client base, or long-term vision—leading to failure. That’s why we created the Hoxton Wealth Pathway Programme, a structured, three-year, salaried journey that sets you up for success.

In this episode of The Hoxton Life Podcast, we sit down with Chris Ball (CEO) and Jacob Hall to break down how the Pathway Programme works, why it’s different, and how it’s already producing some of the industry's top advisers.

🔹 What You’ll Learn:

• The biggest mistakes new financial planners make
• How our 3-year programme prepares you for real success
• The importance of prospecting, technical knowledge, and client experience
• Success stories like Ravi Singh, who built a thriving career through the Pathway
• Why this salaried programme is different from self-employed academy models
• How we’re actively hiring right now—could you be next?

📌 Apply Now
🎧 Listen to Ravi Singh’s success story

If you're serious about a long-term career in financial planning, this is the place to start!

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of the Hoxton Life Podcast, we sit down with Taylor Sallery, Commercial Director of Hoxton Wealth USA, to discuss the seismic shift in the US financial planning landscape and why it presents a once-in-a-lifetime opportunity for international financial planners.

💡 What You’ll Learn in This Episode:

• Why 399,640 financial planners in the US aren’t addressing the growing demand for cross-border financial planning.
• The $67 trillion in liquid investable assets market in the US and why global financial expertise is more valuable than ever.
• The rapid rise in Americans moving abroad—with over 10 million US expats and 4,000 renouncing their citizenship annually.
• How Hoxton Wealth is expanding into Florida, Texas, and Mexico to serve international and domestic clients.
• How the Pathway Program is creating a new generation of financial planners ready to take on the global stage.

📈 Key Topics Discussed:

✅ Why more Americans are moving abroad – Taxation, cost of living, and political reasons driving the shift. 

✅ The gap in international financial planning – Why so few US firms offer cross-border expertise. 

✅ The future of financial planning in the US – How Hoxton Wealth is filling this gap and expanding into the domestic market. 

✅ The role of technology – How cutting-edge financial tools are reshaping the industry. 

✅ Opportunities for financial planners – Why now is the time to build an international career.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Selling your financial planning business is one of the biggest decisions you’ll ever make. It’s not just about numbers—it’s about your clients, your team, and the future of everything you’ve built.

In this episode of The Hoxton Life Podcast, I sit down with Tom Maddison, Acquisitions Director at Hoxton Wealth, to talk about:

• Why more financial planning business owners are selling right now
• The biggest concerns when considering an exit (and how to navigate them)
• Why private equity-backed consolidators aren’t always the best option
• How Hoxton Wealth is doing things differently—growing from 11 to 50 staff in the UK in just 12 months
• What financial planners need to do to prepare for a sale
• How we ensure a seamless client and adviser transition

If you’re a financial planner thinking about your exit strategy, this episode is a must-listen.

Listen or watch now on YouTube.

Get in touch:
Thinking about selling your business? Let’s have a conversation. Reach out to us at Hoxton Wealth or connect with Tom Maddison on LinkedIn.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Is moving to France the new American dream? More and more Americans are leaving the U.S. for a better quality of life, lower cost of living, and a fresh start in France. But making the move isn’t as simple as packing your bags - there are visas, banking restrictions, taxes, and bureaucracy to navigate.

That’s why in this episode of Hoxton Life, we sit down with Richard Hammond-Chambers-Borgnis, founder of French Connections HCB, the experts in helping English speakers relocate to France without the stress. With 90% of their clients coming from the USA, Richard has a unique insight into why Americans are making the move—and the challenges they face.

We discuss:

🇫🇷 Why Americans are moving to France in record numbers

💰 The real cost of living - cheaper than you might think!

📑 The visa process & how to avoid getting stuck in bureaucracy

🏦 Banking struggles for Americans & how to get set up before you arrive

🤝 How French Connections HCB & Hoxton Wealth make the transition seamless

Plus, managing your wealth internationally has never been easier. The Hoxton Wealth App lets you track and manage all your global assets in one place - for free! Whether you're keeping U.S. investments or building wealth in Europe, our app helps expats stay in control of their finances from anywhere in the world.

Thinking of making the move? Don’t go it alone. Watch now and get expert insights on how to make your dream of living in France a reality!

👉 Follow us for more Hoxton Life episodes and expert insights on expat life, financial planning, and international living!

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, host Julia Duke Vinton sits down with Laura Gomez (Paraplanner) and Linda Lago (Financial Adviser) who share their journeys into the financial planning profession with Hoxton Wealth. Both originally from South America, they discuss their transitions from Colombia and Venezuela to the UK, the challenges they faced in adapting to new regulatory environments, and the rewarding aspects of working in an international financial planning firm.

They reflect on how their diverse backgrounds have uniquely positioned them to connect with international clients, the importance of mentorship, and the advantages of being women in a traditionally male-dominated industry. The episode also covers the impact of financial regulations across different jurisdictions, the importance of resilience in career transitions, and how Hoxton’s global approach is shaping the future of financial planning. 

Laura and Linda also share insights on how they have developed their careers at Hoxton, how they tailor financial planning services for international clients, and the key lessons they have learned along the way.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Did you know over 240,000 Brits have already made the UAE their home? 🇦🇪

And with over 5,000 British companies operating in the region, the GCC is quickly becoming one of the fastest-growing expat hubs for both individuals and businesses.

So, what does that mean for pensions?

This week, I sat down with Ravi Gill and Thomas Goldie, pensions and retirement specialists at Hoxton Wealth, to dive into the unique challenges and opportunities facing expats in the GCC when it comes to pensions.

We discussed:

• Why pensions are often your second or third largest asset and need regular reviews.
• How double tax treaties allow GCC expats to withdraw UK pensions tax-free (a huge advantage!).
• The benefits of voluntary UK state pension contributions—for just £3 a week, expats can fill gaps in their National Insurance record and secure thousands in extra retirement income. I wonder how many expats in the GCC are missing out on this?

We also touched on Saudi Arabia—is it the next big opportunity? With its rapid growth and increasing expat population, it’s definitely one to watch.

And if you’re a financial planner, you’ll love hearing about the similarities and differences in the UAE. With no employer pension schemes, expats often turn to financial planners for guidance, making the GCC an exciting market for those in our profession.

Ravi and Thomas reminded me of how important it is to start early and review regularly. These small actions are what set you up for long-term financial success.

So, living in the GCC and not on top of your pension? 📉 Reach out to book a meeting today, and let us show you how you can stay updated using the Hoxton Wealth App.

🎧 Whether you’re an expat looking to optimize your pensions or a financial planner curious about opportunities in the GCC, this episode has something for you. 

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Are We Failing Our Children When It Comes to Money?

Money is one of the biggest causes of stress and mental health issues—yet we still don’t teach kids how to manage it. Studies show that financial habits start forming by age 7, but most young people enter adulthood with no real financial education.

In this episode of Hoxton Life, Jacob Hall (financial planner, husband to a teacher, and father of two) sits down with Ben Bolger, co-founder of Squirrel Education, to explore how gamifying financial education is changing the way kids learn about money.

What We Cover:
✔️ Why financial literacy should be a core part of education
✔️ The impact of money stress on mental health
✔️ How kids as young as 7 start forming financial habits
✔️ Why traditional schooling isn’t preparing children for financial independence
✔️ The power of gamification in teaching kids about money
✔️ How Squirrel Education is making financial literacy fun, engaging, and effective

 Sam’s Reflection:
For this episode, I stepped out of the host seat and behind the camera, which gave me a chance to listen from a different perspective. It reinforced my belief that teaching kids about money isn’t just about finances—it’s about giving them the tools for a secure, stress-free future.

 Are we doing enough to prepare the next generation for financial independence? Let us know your thoughts in the comments!

🔗 Find out more about Squirrel Education: www.squirreledu.co

📢 Listen & Subscribe to Hoxton Life:
🎧 Spotify | Apple Podcasts | YouTube

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Episode Overview

In this episode of Hoxton Life, host Sam Oakes sits down with Jonathon Jay (Director of UK Advice) and Jacob Hall (Global Head of Advisory, based in Dubai) to discuss how Hoxton Wealth is redefining financial planning on a global scale.

With a presence across multiple jurisdictions, Hoxton is focused on collaboration, shared learning, and replicating best practices worldwide to ensure every client—no matter where they are—receives a gold standard of financial advice.

Jonathon and Jacob share insights on:
✅ How Hoxton is unifying its global advisory model to create consistency for both advisers and clients.
✅ The importance of client experience in 2025, and why Hoxton is doubling down on service quality.
✅ Net Promoter Score (NPS) and why it’s a game-changer for improving client satisfaction and engagement.
✅ Technology and efficiency, including how the Hoxton App is enhancing transparency for clients.
✅ Why collaboration, not competition, is the key to adviser success in a modern financial planning firm.

If you’re an adviser looking for a firm that truly supports career growth, or a client wanting to work with a financial planner who puts service first, this episode is for you!

🔹 Key Takeaways

💡 For Financial Advisers:

• Hoxton operates as one unified business—no silos, just global expertise.
• A strong adviser support system helps planners focus on clients, not admin.
• The NPS system ensures service excellence across all jurisdictions.
• Hoxton’s global footprint means opportunities to work internationally.

💡 For Clients:

• Hoxton is committed to providing seamless financial planning worldwide.
• The Hoxton App enhances client transparency and service efficiency.
• NPS-driven feedback ensures ongoing improvements to the client experience.
• A financial planning firm that truly listens and prioritises long-term relationships.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Dubai is a city of opportunity, but it’s also a city of temptation. Supercars, designer clothes, beach clubs—it’s easy to feel like you need to spend, spend, spend to fit in. Dewi Evans knows this feeling all too well.

In this episode of the Hoxton Life podcast, Dewi shares how he fell into the trap of lifestyle creep, where more money meant more expenses. But he also shares how he turned things around, learning to balance his lifestyle with his long-term goals. Now, as a financial planner, he helps clients across the GCC do the same.

We also dive into Dewi’s career journey, from starting as a paraplanner to becoming a financial planner under the mentorship of Lloyd Simpson. Alongside his career growth, Dewi found spiritual clarity in Dubai through practices like yoga, meditation, and sound bowls, which helped him stay grounded in a city that never sleeps.

🔑 Key Takeaways:

• Why lifestyle creep is so common in Dubai and how to manage it.
• The importance of mentorship in building a successful financial planning career.
• How spiritual practices can help balance ambition with well-being.
• The role of financial planning in creating a lifestyle that aligns with your values.

If Dewi’s story inspires you, don’t wait to take control of your finances. Reach out to him directly to start your financial planning journey today. And if you’re a financial planner looking for a community that shares your values, Hoxton Wealth might just be the place for you.

🎧 Listen to the full episode on Spotify, Apple Podcasts, or YouTube, and subscribe to Hoxton Life for more insights into financial planning and personal growth.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, Sam Oakes sits down with David Whitehouse, the Paraplanning Manager for Hoxton Wealth’s UK team, who now lives and works in Dubai. David shares his remarkable journey of joining Hoxton as a UK-based paraplanner and earning a rapid promotion to Head of Paraplanning. The conversation highlights his professional growth, the unique aspects of paraplanning in an international setting, and how Dubai’s vibrant lifestyle and multicultural community have positively impacted his career and family life.

Whether you're a paraplanner looking to advance your career or someone considering an international move, David’s story offers invaluable insights into the opportunities and challenges of working for a dynamic, global financial planning company like Hoxton Wealth.

Key Topics Covered:

David’s Journey: From UK Paraplanner to Dubai Leader

• Starting at Hoxton Wealth as a paraplanner for the UK team and being swiftly promoted to Head of UK Paraplanning.
• Managing a team of UK-based paraplanners from Dubai, leveraging technology and collaboration tools to stay connected across time zones.
• The pivotal moments that shaped his leadership path and how his prior experience prepared him for success at Hoxton.

The Role of Paraplanners in Dubai vs. the UK

• Differences in responsibilities: UK paraplanners focus on technical tasks like report writing, while international paraplanners take on more client-facing duties, resembling trainee financial planners.
• The hands-on approach in Dubai, from managing client meetings to creating comprehensive financial plans.
• How paraplanning roles in Dubai can serve as a stepping stone to becoming a financial advisor.

Life in Dubai: Professional Growth Meets Lifestyle Change

• The decision to relocate his family to Dubai and embrace a new way of life.
• Choosing community living in Dubai’s Villanova area for its family-friendly vibe, green spaces, and sense of belonging.
• The benefits of living in Dubai, including year-round sunshine, outdoor activities, and the multicultural experience of meeting people from around the world.

Challenges and Triumphs in Professional Development

• Overcoming personal obstacles, including dyslexia, while studying for Level 4 qualifications.
• Strategies for excelling in a paraplanning career, from perseverance in exams to seeking opportunities for growth.
• Building efficient processes for the paraplanning team, introducing tools like AI meeting assistants, and streamlining reporting workflows.

Opportunities at Hoxton Wealth

• Hoxton’s commitment to growth and innovation, including investments in technology, bespoke CRMs, and the development of the Hoxton Wealth app.
• The company’s openness to feedback and its culture of agility, where good ideas are implemented quickly.
• Hoxton’s ongoing expansion in the UK, the US, and other international markets, creating exciting career opportunities for paraplanners and advisors alike. 

If you’re a paraplanner or financial advisor seeking a fresh start in an international financial planning company that values innovation and growth, Hoxton Wealth might be the perfect fit. Connect with David Whitehouse on LinkedIn to learn more about opportunities, or visit the Hoxton Wealth website to explore current vacancies. 

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this special episode of Hoxton Life, Jacob steps into the presenter role to interview Sam Oakes, Head of Creative at Hoxton Wealth and Founder of Financial Planner Life. Sam reflects on his extraordinary career journey, from founding and running Recruit UK, a financial planning recruitment business he led for 16 years before exiting, to creating Financial Planner Life, a platform that has reshaped how financial planning careers are perceived and promoted.

Sam’s overarching mission is to ensure that financial planning thrives and becomes accessible to all. He shares how Financial Planner Life started as a marketing tool for his recruitment business and evolved into a creative platform that attracts talent, educates the profession, and raises the visibility of financial planning firms. His 2025 plans include hosting live podcast events, expanding Financial Planner Life internationally, and continuing to help firms elevate their brands through podcast- and video-first marketing strategies.

Sam also reflects on the challenges and rewards of relocating his family to Dubai to join Hoxton Wealth. He candidly discusses the emotional journey of leaving behind a home, adjusting to a fast-paced city, and finding the right school for his daughter. Through it all, Sam’s family’s support and trust in his vision fueled his confidence to make the move.

Sam explains why Hoxton Wealth is the perfect fit for his intrapreneurial spirit. The firm’s innovative culture, focus on collaboration, and commitment to raising standards in the international financial planning profession align with his vision. As Sam puts it, “I’ve found my sandbox at Hoxton—a place where I can play, create, and make a real impact.”

Key Topics Covered:

1. Sam’s Career Journey
   • Founding and running Recruit UK for 16 years before exiting.
   • Building Financial Planner Life as a recruitment marketing tool and evolving it into a monetized creative platform.
2. Ensuring Financial Planning Thrives
   • Sam’s mission to make financial planning accessible to all.
   • The role of Financial Planner Life in attracting talent and bridging the advice gap.
3. Relocating to Dubai
   • The emotional journey of leaving the UK and relocating with his family.
   • Adjusting to Dubai’s fast-paced lifestyle and finding a new home and school for his daughter.
   • How the move aligned with his professional ambitions and opened new opportunities.
4. Why Hoxton Wealth?
   • How Hoxton’s intrapreneurial culture aligns with Sam’s vision and values.
   • Hoxton’s collaborative and innovative approach to fostering talent and delivering quality financial advice.
5. Ambitions for 2025
   • Hosting Financial Planner Life live podcast events to connect and inspire the profession.
   • Expanding Financial Planner Life internationally and showcasing diverse stories.
   • Continuing to help financial planning firms elevate their brands through podcast- and video-first marketing strategies.
6. The Power of Collaboration
   • Why collaboration, not competition, is the key to attracting and retaining talent in financial planning.
   • How Hoxton Wealth embodies this philosophy, providing the perfect platform for Sam’s creative ambitions.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of the Hoxton Life Podcast, host Sam Oakes sits down with Thomas Goldie, a financial planner who has been instrumental in Hoxton Wealth’s growth and success over the past five years. Thomas shares his journey, from joining Hoxton in its early days to helping shape its innovative approach to international financial planning. This episode dives into the unique opportunities at Hoxton, including global mobility, cross-border advice, and a commitment to long-term client relationships.

Key Discussion Points:

• The Hoxton Journey: Thomas reflects on the company’s evolution from a small team to an industry leader with a global presence.
• Hoxton’s Unique Model: Learn how Hoxton Wealth’s approach—focused on fee-based advice, client retention, and multi-jurisdictional flexibility—sets it apart in the international space.
• Building a Support Team: Thomas discusses the power of delegating and creating a high-performing team to scale his business and improve client service.
• The Pathway Program: Insight into Hoxton’s structured career progression for aspiring financial planners, enabling growth from trainee to advisor.
• Technology and Innovation: How tools like the Hoxton Wealth App and their custom CRM enhance the client experience and streamline global financial planning.
• Opportunities for Advisors and Clients: The podcast explores planning opportunities, like navigating inheritance tax changes and offering clients continuity of advice, while also highlighting the benefits of being part of a business that allows advisors to build and sell their own books.
• Future Growth and DIFC Expansion: Thomas and Sam discuss Hoxton’s move into the Dubai International Financial Centre (DIFC) and its potential for reaching high-net-worth clients and creating new opportunities.

This episode offers a fascinating look at the dynamic world of international financial planning, blending personal stories, career insights, and the innovative solutions that make Hoxton Wealth a standout in the industry.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, host Sam Oakes speaks with Dan Abbott, a UK and UAE-licensed financial planner, about the critical tax and financial planning considerations for UK expats living in Dubai. Dan shares his inspiring career journey, transitioning from an accountant in the UK to a financial planner in Dubai. He also explains why joining Hoxton Wealth was—and remains—the best option for anyone pursuing a career in international financial planning.

Dan discusses the importance of proactive tax planning, even in a tax-friendly country like the UAE, where UK expats often face hidden tax obligations on properties and businesses back home. He also breaks down the UAE’s gratuity system and why expats must take charge of their retirement planning through early and consistent saving.

The episode covers practical tips for setting up a business in Dubai, explaining the differences between free zones and mainland operations and how to choose the best option based on your goals. Dan also highlights the unique opportunities for financial planners in Dubai, where they can serve UK clients while enjoying the benefits of a tax-free income. He credits Hoxton Wealth for providing unparalleled support, regulatory compliance, and a structured environment that allows financial planners to succeed on a global stage.

Key Takeaways:

• Proactive Tax Planning: Even in the UAE, UK expats must plan carefully to avoid tax issues on property, business ownership, and eventual returns to the UK.
• Retirement Savings: The UAE’s gratuity system is not enough to fund retirement. Starting personal savings early is essential for financial security.
• Business Setup in Dubai: Understand the pros and cons of free zones vs. mainland setups and seek professional advice to align your strategy with your goals.
• A Career at Hoxton Wealth: Dan explains why Hoxton Wealth’s structure, resources, and regulatory framework make it the ideal choice for international financial planners.

Thinking about moving to Dubai or exploring a career in international financial planning? Connect with Hoxton Wealth today for expert advice tailored to UK expats and financial planners. Visit Hoxton Wealth or get in touch to take the first step.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

We’re excited to launch a brand-new podcast series hosted by our very own Julia, Hoxton Wealth's Social Media Manager. This series is all about celebrating the incredible journeys of women in wealth and showcasing stories of success, resilience, and empowerment in Dubai.

In this episode of the Hoxton Life podcast, Julia welcomes Senior Financial Advisor Michaela and her paraplanner Andrianna to discuss their dynamic working relationship and the impact it has on their careers and clients. Michaela shares her 17-year journey in financial planning, starting at just 19 in the Middle East, while Annie reflects on her professional growth and how mentorship has transformed her confidence and skills. Together, they delve into the unique challenges and rewards of working as an all-female team in a male-dominated industry.

They also touch on their recent seminars in Australia, the importance of flexibility in the workplace, and how collaboration fosters resilience and success. Whether you're in the financial industry or looking for inspiration in mentorship and teamwork, this episode offers valuable insights into navigating careers and building meaningful professional relationships.

What You’ll Learn:

• Michaela's journey from coordinator to senior financial advisor in the GCC.
• How Annie transitioned into paraplanning and built her confidence.
• The importance of resilience and mentorship in financial planning.
• The dynamics of working as a close-knit team and maintaining balance.
• Challenges and opportunities for women in the financial planning profession.
• Insights into global client management and adapting to diverse markets.
• How flexibility and adaptability are shaping the future of financial planning.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of the Hoxton Life Podcast, host Sam Oakes sits down with Kane Tucker, Senior Business Development Manager at Hoxton Wealth, to explore the journey from trainee wealth manager to becoming a key figure in the international financial planning space.

Kane reflects on joining Hoxton in its first year and working alongside Chris Ball, CEO and Financial Planner. Together, they’ve built one of the most successful Business Development Manager and Financial Planner partnerships in the UAE. Kane shares how their dynamic duo approach has set the standard for success in the international financial planning industry.

The discussion dives deep into the challenges and rewards of Hoxton's Trainee Wealth Manager Programme. Kane highlights why business development is the foundation of a resilient and successful financial planning career. He explains how the programme immerses new recruits in real-world client engagement, equipping them with targeted marketing leads, referral systems, and LinkedIn strategies from day one.

Kane also offers candid insights into the evolving role of business development, the importance of process and persistence, and the power of mentorship in shaping the next generation of financial planners.

If you’re considering a career in financial planning or want to understand what sets Hoxton Wealth apart, this episode is packed with valuable takeaways. Tune in to hear Kane’s journey, expert advice, and what it takes to thrive in this competitive industry.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of the Hoxton Life podcast, host Sam Oakes is joined by Kareem, a partner and financial planner at Hoxton Wealth, and Georgia, a paraplanner on his team. Together, they delve into what it takes to build a thriving financial planning practice. From understanding the power of delegation to navigating career progression, Kareem and Georgia share how their teamwork and Hoxton Wealth’s intrapreneurial model have driven their success.

Key topics include:

• The journey from BDM to financial planner and paraplanner
• Challenges and rewards of letting go and trusting your team
• The evolving role of paraplanners in international financial planning
• Building a “practice within a practice” at Hoxton Wealth
• Career development, including Georgia’s studies toward her Australian financial planning qualifications

What You'll Learn:

• How to effectively structure a financial planning team for growth
• The benefits of a supportive, intrapreneurial model
• Tips for aspiring financial planners and paraplanners
• Why teamwork and shared goals are essential for success in financial services.    

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Welcome to another episode of Hoxton Life with your host, Sam Oakes. Today, we delve into the unique career journey of Tom Streader, who transitioned from mountain biking into the intricate world of financial planning at Hoxton.

In This Episode:

• Following Passion: Tom shares how his early passion for mountain biking influenced his initial career choices, providing insights into the skills and experiences that facilitated his later transition into finance.
• The Role of Education: Explore Tom's decision to further his education in finance after realising his interests had evolved, and how this has impacted his professional growth.
• Importance of Formal Education: We discuss the necessity and benefits of obtaining a formal degree for a career in financial planning, drawing from Tom’s personal and professional experiences.
• Professional Development at Hoxton: Learn about Tom's development trajectory at Hoxton, from his beginnings as a trainee to becoming a key part of the leadership team, and the opportunities for growth that Hoxton offers.
• Building Long-term Client Relationships: Tom emphasises the critical role of long-term planning and relationship building in achieving success in financial planning.
• Expat Experience in Dubai: Hear about Tom's transition to working in Dubai, the challenges and opportunities of working internationally, and how it has shaped his approach to his career.

Why You Should Listen: Whether you’re considering a career change, curious about the transition from a passion-driven hobby to a professional career, or interested in learning about working abroad, this episode offers valuable insights into adapting to and excelling in new professional environments.

Join us to discover how passions can influence professional paths and how embracing change can lead to fulfilling career opportunities in financial planning.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

💸 Can you earn more as a trainee financial planner than a helicopter pilot? 🚁

On the Hoxton Life Podcast, we share Oliver’s remarkable journey. After achieving his childhood dream of flying helicopters over Sydney Harbour, he boldly transitioned into financial planning—a career where the earning potential is just as high as the skies he used to soar.

Now thriving in Dubai at Hoxton Wealth, Oliver is embracing every challenge, including the part of the role most people shy away from: prospecting for new business. While others might find it daunting, Oliver genuinely enjoys this critical aspect, seeing it as an opportunity to connect with people and build the foundations for long-term success.

Beyond his own growth, Oliver mentors new trainees, guiding them through the demanding early stages of their careers. This includes his 18-year-old brother, who’s thriving in his first year as a trainee financial planner, honing his skills in business development under Oliver’s watchful eye.

When he’s not prospecting or mentoring, Oliver is chasing waves—whether it’s surfing Dubai’s beaches when the swell arrives, traveling to Bali for epic surf trips, or riding the perfect waves at the new Surf Abu Dhabi, the world’s largest inland surf center. His passion for adventure, on and off the board, mirrors his fearless approach to life and career.

💡 Ready to take on what others consider the toughest challenges? Tune in to the latest episode of Hoxton Life and discover how embracing the hard parts can lead to extraordinary success.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

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Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

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