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

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

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

🚀 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.

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

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

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.

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 was ready to retire, but I couldn’t give it up—and now I’m more energized than ever."

Why? Because the opportunities in international financial planning are just too excitingto walk away from.

In the latest episode of the Hoxton Life podcast, I sat down with Jonathan Brookes, a highly experienced Chartered Financial Planner with nearly two decades of expertise advising high-net-worth (HNW) clients across the globe. Jonathan is someone who’s seen it all—and he’s here to tell you why pivoting to international financial planning might be the most rewarding decision of your career.

Here are a few takeaways:
✅ Endless opportunities: Work with global clients in Dubai, the UK, the US, Europe, and beyond.
✅ Freedom to grow: Build a business within a business, supported by a framework that lets you focus on what matters—your clients.
✅ Excitement and purpose: Work in a profession that’s dynamic, fast-paced, and impactful.

Jonathan, who is leading the charge as Hoxton Wealth moves into the prestigious DIFC, is looking to build out a team of like-minded professionals. If you’re a qualified, ambitious financial planner eager to work with HNW clients and professional introducers, this could be your moment.

"Clients today are more educated than ever," Jonathan explains. "They’re looking for trusted advisors who can provide real value. If you have the expertise, the integrity, and the drive, there’s no limit to what you can achieve."

Hoxton Wealth is breaking boundaries, creating an environment where top-tier advisers are thriving internationally.

If you’ve been thinking about taking your career to the next level, ask yourself: Are you ready to go global?

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

Unlock the secrets to a successful career transition as we chat with Louis, a former golf professional who capitalized on his passion for sports to steer his way into the financial services industry. Learn how his journey from the Abu Dhabi Golf Club to a significant role at Hoxton Wealth unfolded, revealing the strategies behind migrating a complex portfolio of 150-200 client policies. Discover the unique networking tactics employed by his friend Jacob, which were instrumental in forging robust client relationships and accelerating Louis's career growth.

Experience the dynamic culture of Hoxton Wealth, where mentorship and diversity fuel an environment ripe for innovation and growth. We discuss how leaders like Jacob and Charlie bring distinct perspectives—relationship-building and sharp business acumen—to guide their team towards ambitious international goals. The conversation shines a spotlight on the crucial administrative team, whose efforts ensure a seamless multicultural workplace, maintaining operations and supporting advisors in a high-pressure yet fulfilling atmosphere.

As we look to the future, Louis shares his aspirations for growth and the collective spirit that underpins Hoxton Wealth's success. From shared beginnings in challenging conditions to ambitious targets for 2027, the focus remains on streamlining processes and enhancing client experiences through technology. We wrap up with Louis reflecting on the personal and professional support that's been pivotal in his development, underscoring the power of collaboration and mentorship in building a thriving business environment.

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

In this episode of The Hoxton Life, we dive into the inspiring journey of Ravi Gill, a UK-qualified Financial Planner at Hoxton Wealth, based in Dubai. Having completed five transformative years in Hoxton’s Trainee Wealth Manager programme, Ravi is now thriving in his second year on the Financial Planner Pathway.

Ravi shares with host Sam Oakes how the guidance and support from his mentors and trainers have been instrumental in his growth. From developing business acumen to navigating the challenges of international financial planning, their influence has played a vital role in his success. He also reflects on how mentoring others has sharpened his own skills, deepened his understanding of the profession, and strengthened his confidence.

Ravi’s story is a testament to the power of discipline, resilience, and a strong support network. Through LinkedIn prospecting and converting leads generated by Hoxton’s marketing, he has built a robust foundation in business development—an essential skill for any aspiring financial planner. Alongside this, Ravi shares how his physical, emotional, and spiritual practices have enabled him to stay focused and thrive in a demanding industry.

This episode offers an honest and motivational insight into the personal and professional growth required to succeed in financial planning. Ravi embodies the values of hard work, perseverance, and collaboration, offering a blueprint for anyone aspiring to follow a similar path.

What we cover:

• How the Hoxton Wealth Trainee Wealth Manager programme shaped Ravi’s career and set him up for success.
• The gratitude Ravi has for the mentors and trainers who supported him and continue to guide him in his career.
• How mentoring others has helped Ravi sharpen his skills and gain deeper insights into financial planning.
• The importance of consistent prospecting and client acquisition in building a sustainable financial planning career.
• Why physical discipline, emotional resilience, and spiritual growth are critical for professional and personal development.
• Ravi’s reflections on his first year on the Financial Planner Pathway and how Hoxton Wealth’s career framework has empowered his success.

Ravi’s journey highlights the unique opportunities and support available at Hoxton Wealth and provides invaluable advice for aspiring trainee financial planners looking to achieve 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

In this episode of Hoxton Life, Sam Oakes sits down with Jess Rooney, a Chartered Financial Planner (CFP) at Hoxton Wealth, to explore her inspiring journey from cabin crew with Emirates to achieving success in the financial planning profession in Dubai.

Jess shares how she transitioned into financial planning, starting as a paraplanner and working her way up to becoming a CFP. She discusses the opportunities available for women in Dubai, dispelling common misconceptions about life and work in the city, and highlights the transformative power of qualifications and personal growth.

Key takeaways include:

• How Dubai offers a progressive and empowering environment for women.
• The importance of qualifications, including the CFP, in building a successful financial planning career.
• The challenges and rewards of transitioning careers and working in an international financial hub.
• Advice for aspiring financial planners and those considering a move to Dubai.

Quote from Jess:
"Dubai is a place where ambition is celebrated, and women are encouraged to thrive—both in their careers and personal lives."

If you’re considering a move to Dubai or a career in financial planning, this episode is packed with insights and inspiration.

🎧 Listen now and connect with Jess Rooney on LinkedIn to learn more about her journey and explore opportunities in Dubai.

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, Sam Oakes and Chris Ball explore the world of financial planning acquisitions, diving deep into how Hoxton Wealth is reshaping the future for retiring financial planners and accidental entrepreneurs. 

With a focus on the UK market, Hoxton Wealth is expanding its presence by acquiring financial planning businesses both domestically and internationally. 

Whether you're a retiring business owner ready to pass the baton, or an entrepreneur seeking relief from the operational pressures of running a business, Hoxton Wealth offers tailored solutions designed to ensure a smooth transition for you and your clients.

Key topics include:

• Why Hoxton Wealth is acquiring financial planning businesses in the UK and abroad.
• The unique needs of retiring financial planners and accidental entrepreneurs.
• How Hoxton Wealth supports business owners with flexible options, including releasing equity early.
• The benefits of partnering with an international firm that prioritizes clients’ continuity of service.
• Leveraging innovative technology like the Hoxton Wealth App to enhance the client experience.

Join Sam and Chris as they discuss the ethical considerations, emotional journey, and practical steps involved in selling your financial planning business.

Who This Episode is For:

• Financial planners considering retirement or selling their business.
• Entrepreneurs looking to offload operational responsibilities while focusing on client relationships.
• Anyone interested in understanding Hoxton Wealth’s acquisition strategy and how it benefits clients and advisers alike.

Connect with Us:

• Reach out to Sam Oakes or Chris Ball on LinkedIn for a confidential discussion about selling your business or joining Hoxton Wealth.

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’s better than great financial advice? Great financial advice with a view of Sydney Harbour! 🏖️

On this week’s episode of the Hoxton Life podcast, we’re shaking things up as Alan Turner, our Head of Marketing, takes over as host. And where better for his debut than Down Under in sunny Sydney? 🇦🇺

Alan sits down with our Head of Australia, Emma Selzer, to dive into what makes the Australian financial planning market so unique—and why Brits are packing their bags and making the move to one of the world’s most sought-after destinations.

Here’s what we covered:

➡️ Why Australia? Emma shares the incredible lifestyle, outdoor culture, and opportunities that make Australia a dream destination for so many.

➡️ Opportunities in Financial Planning: Learn why Hoxton Wealth’s expertise in UK pension transfers and cross-border advice is in high demand, and how financial planners can make their mark in Australia.

➡️ The Hoxton Wealth App: Alan and Emma discuss how our app is simplifying financial management for clients across the UK and Australia, offering real-time insights and multi-currency tools.

➡️ Face-to-Face Matters: The importance of building trust and relationships through in-person interactions, and why our seminars in Sydney have been such a hit.

📢 Are you ready to take your career Down Under? Whether you’re a financial planner looking for an exciting new opportunity or simply curious about life as an expat, this episode is packed with insights and inspiration.

📲 Catch the full episode on YouTube or your favourite podcast platform today!

👉 Interested in joining the Hoxton Wealth team in Australia? Drop us a message—we’re hiring and would love to hear from 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

In this episode of the Hoxton Life podcast, I sit down with Matt Dean, Co-Founder and Managing Partner at Hoxton Wealth, to explore his incredible journey from starting a business with no clients to managing £80 million in assets under management (AUM) in just six years. Matt shares how he carved out a highly profitable niche advising UK expats living in the US and explains why specialising can unlock unparalleled opportunities in the world of financial planning.

We delve into the growing expat market, with millions of UK and US citizens seeking international advice as they navigate life and retirement across borders. Matt also reveals how Hoxton Wealth’s multi-jurisdictional licences and cutting-edge technology allow advisers to seamlessly manage global client portfolios, all while leveraging the flexibility of remote work. Whether you’re an adviser looking to expand your career or an expat seeking clarity on your financial future, this episode offers invaluable insights into the power of global advice.

What’s Covered in This Episode:

1. Matt’s Career Journey
   • How Matt went from zero clients to £80 million AUM in six years.
   • The impact of his Series 65 qualification, enabling him to advise US-based clients while working from the UK.
2. The Power of Niching Down
   • Why specialising in UK expats in the US has been a game-changer.
   • Insights into the underserved UK-US expat market and its unique challenges.
3. Expat Opportunities and Growing Trends
   • Over 5 million UK citizens and 5.5 million Americans living abroad.
   • Key drivers behind rising emigration, including economic opportunities, tax advantages, and quality of life improvements.
   • Predictions for continued growth in the global expat market.
4. Global Advice Made Simple
   • How Hoxton Wealth’s multi-jurisdictional licences empower advisers to serve clients across borders.
   • The role of innovative technology, such as the Hoxton Wealth app, in aggregating and managing global assets.
5. Lessons for Advisers and Expats
   • The importance of early financial planning for international clients.
   • How Matt’s concierge-style service helps clients navigate complex cross-border financial landscapes.

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 sits down with Oliver Gorman, Head of Recruitment at Hoxton Wealth, to explore what it takes to thrive in a dynamic, international financial planning career. Hoxton Wealth offers a unique platform for financial planners, paraplanners, and professionals in operations, technology, and compliance to grow and succeed in a supportive and innovative environment.

Hoxton’s global footprint includes licenses in the UK, Europe, USA, South Africa, Asia, and Australia, enabling financial planners to deliver seamless cross-border advice. With cutting-edge tools like an in-house CRM and the Hoxton Wealth App, advisers can simplify client management and enhance the retirement planning experience.

Hoxton fosters a culture of collaboration, bringing together financial planners, paraplanners, and specialists across tech, operations, and compliance to achieve success. The company thrives on attracting individuals with a growth mindset, resilience, and a passion for client acquisition. Whether you’re looking to grow your career in the UK or take on opportunities in Dubai, Asia, or Australia, Hoxton provides the infrastructure, mentorship, and tools to help you succeed.

• Cutting-edge technology tailored for cross-border advice.
• Strong internal marketing and lead generation support.
• Opportunities to work internationally or expand within the UK.

Hoxton Wealth isn’t just a place to work—it’s a platform for ambitious professionals to innovate, grow, and redefine their careers on a global stage.

Discover how Hoxton Wealth can support your career journey. Explore opportunities at hoxtonwealth.com/careers.

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 Summary:

In this episode of the Hoxton Life Podcast, host Sam Oakes welcomes Chris Ball, CEO of Hoxton Wealth, and Jacob Hall, Global Director of Advisory, to explore the Hoxton Wealth Financial Planner Pathway Programme. This unique training programme is crafted to offer aspiring financial planners a structured, supported route to success on a global scale. The episode delves into the specific stages of this pathway, the mentorship involved, and the opportunities it provides, from technical training to real-world client relationship skills and business development.

Key Topics Discussed:

1. About the Hoxton Wealth Financial Planner Pathway Programme
   • The programme is divided into four flexible stages, beginning with six months in the UK before moving internationally.
   • Each stage is designed to build specific skills and develop well-rounded professionals who can handle both technical and client-facing aspects of the job.
   • There is no fixed timeline, allowing trainees to advance at their own pace, with some spending four to five years in the trainee role to fully develop their expertise.
2. Mentorship and Structured Training
   • Trainees are paired with experienced financial planners who provide mentorship, guidance, and feedback.
   • The programme goes beyond technical training to cover essential skills like prospecting, relationship building, and client service.
   • Hoxton's leadership team is actively involved in training, sharing insights and strategies on growing a client base and building strong client relationships.
3. Focus on Business Development and Prospecting
   • Hoxton Wealth invests heavily in lead generation, providing trainees with a steady flow of inbound leads, allowing them to develop strong business habits from the start.
   • Prospecting is a key focus, with trainees learning the art of client development, which sets them up for a sustainable career.
4. Career Growth and Earning Potential
   • The pathway offers substantial earning potential, with average earnings expected to grow from £34,000 in the first year to around £120,000 after several years in the role.
   • High performers have the opportunity to exceed these figures, with a focus on long-term career growth and potential for leadership roles.
5. International Opportunities and Global Reach
   • With offices in Dubai, the UK, the USA, Australia, and beyond, Hoxton Wealth provides planners with the chance to work internationally, supporting international clients.

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

Becoming a Trainee Wealth Manager at Hoxton Wealth

Host: Sam Oakes, Head of Creative at Hoxton Wealth
Guest: Joe Cookney, Trainee Wealth Manager at Hoxton Wealth, Dubai

In this episode of Hoxton Life, Sam Oakes sits down with Joe Cookney, a trainee wealth manager, who shares his journey from Hoxton’s UK office to Dubai. Joe offers insights into Hoxton’s structured pathway for trainee financial planners, highlighting hands-on experience, mentorship, and Hoxton’s innovative app that simplifies retirement planning for clients.

Key Highlights:

• Early Career Path: Joe discusses how his interest in financial planning shaped his educational and career choices, leading him to Hoxton.
• Learning by Doing: Hoxton prioritises real-world training, where trainees engage directly with clients to build relationship skills and industry expertise.
• Tech-Driven Financial Planning: Hoxton’s app enables clients and advisers to monitor financial goals and understand retirement needs.
• International Experience: Joe discusses the opportunities of working in multi-jurisdictional financial planning, serving clients across the UK, US, and beyond.
• Supportive Culture and Career Growth: A blend of mentorship, performance-related pay, and a collaborative team environment at Hoxton fosters growth and success.

Tune in to this episode to learn more about starting a career with Hoxton Wealth! Ready to begin your journey? Apply now for the Trainee Wealth Manager role and join a team dedicated to your professional 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 Hoxton Life episode, we discuss the remarkable journey of Jack Povah, one of our Wealth Managers, and the driving force behind Hoxton Wealth's estate planning division. From starting out part-time while studying in Liverpool to a significant career shift in Manchester during the pandemic - Jack reflects on how adapting to online learning environments opened up new professional avenues, eventually leading him to a specialised focus on estate planning. His bold move to Dubai to join Hoxton Wealth was driven by his growth mindset and rooted in a strong family work ethic.

At Hoxton Wealth, Jack has taken full ownership of the estate planning division, distinguishing himself as a trusted adviser despite his young age. By carving out a niche in estate planning, he has become the go-to expert for clients seeking clarity in complex cross-border scenarios. Jack discusses how identifying a micro-niche not only adds value to clients but also reinforces his own career growth. His disciplined approach and dedication to personal and professional success have solidified his reputation at Hoxton.

Listeners will gain insights into how Jack balances professional ambition with his personal interests. For Jack, his passion for golf has played an unexpected role in networking and advancing his career. This episode is an inspiring look at how young professionals can leverage their unique interests and skill sets to make meaningful contributions to the financial planning profession. If you're interested in a career within the estate planning profession, visit our Careers page for more information.

Watch the full episode on YouTube now.

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

Join us as we explore Micheal Yuille's fascinating journey, filled with unexpected turns and valuable life lessons. From choosing the scenic charm of Cape Town over Joburg to navigating the financial landscapes of Africa and Europe, along the way, we'll unravel his Chicken Tuesday LinkedIn marketing strategy and ask the burning question: Lucky Clucker or a Marketing Genius?

check out the Hoxton Life Documentary with Sam Oakes and Micheal Yuille on Youtube

The world of cross-border financial planning offers a wealth of opportunities, and Mike is here to share his insights on making the most of them. Discover how digital tools revolutionised his work-life balance, allowing him to prepare for the CFP exam while maintaining strong client relationships across continents. We'll touch on the cultural nuances of living in France, from leisurely lunches to the intricacies of advising clients with international financial ties. Listen in as Mike discusses the importance of collaboration within firms like Hoxton Wealth and the evolving role of LinkedIn as a powerful networking tool.

Thinking about taking your financial planning career abroad? We've got you covered with a guide to the lifestyle options that await

Whether you're an experienced advisor seeking the tranquility of rural France or a younger professional drawn to Dubai's vibrant pace, there are paths to suit every preference at Hoxton Wealth. 

We'll also share strategies for leveraging LinkedIn to grow your business and the benefits of obtaining the Certified Financial Planner qualification. 

Tune in to discover how Mike's inspiring journey can help you navigate the exciting world of international financial planning at Hoxton Wealth. 

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

In this episode of Hoxton Life, our host Sam Oakes explores the inspiring journey of Nick Champion, who transitioned from being a tree surgeon to a trainee wealth manager at Hoxton Wealth. 

Nick is based in our St Albans office in the UK, and is team leader for the trainee wealth manager team. 

Nick’s experience highlights the importance of resilience, adaptability, and transferable skills in navigating a career shift into the financial planning profession. 

He emphasises how his diverse background enriched his new role, showcasing that previous experiences can enhance client relationships and the adaptability needed in predmoninetly business development focused role.  

Nick shares how the discipline he cultivated as a business owner has been crucial in his financial planning career, allowing him to establish effective routines that directly impact client retention and relationship management.

The conversation delves into the significance of interpersonal skills, as Nick illustrates that success in business development is as much about understanding human behavior and managing expectations as it is about financial knowledge.

A great episode if you are keen to understand more about our Trainee Wealth Manager role.  

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, Lucy Driscoll, Strategic Partnerships Manager at Hoxton Wealth, shares her innovative approach to growing an international network by thinking beyond traditional introducers and tapping into niche markets. She explains how partnerships with businesses like relocation firms have helped Hoxton expand globally, offering financial planners unique insights into diversifying client bases and gaining a competitive edge in an increasingly globalised profession. Lucy discusses the importance of building authentic relationships in new regions, especially through face-to-face interactions, which she sees as critical to long-term relationships in international markets.

Lucy also provides a personal perspective on balancing a high-pressure career in Dubai’s fast-paced environment. She delves into how the city's dynamic work culture and active lifestyle contribute to her personal well-being, showing that maintaining a work-life balance is not only possible but essential for sustained success. Financial planners aspiring to work internationally will find valuable advice on how to navigate competitive landscapes, avoid burnout, and achieve a rewarding career while managing personal fulfillment.

Gain actionable strategies for growing your own networks and insights on how to excel in global markets. Lucy’s story of professional development and personal experience offers a roadmap for any financial planner looking to expand their career internationally, while maintaining a focus on long-term success and personal well-being. Tune in to hear more on how to create lasting partnerships and thrive in an ever-evolving financial landscape.

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, Andrianna Rawlings, Paraplanner at Hoxton Wealth, shares her personal career journey, speaking on the critical skills and lessons that have helped her develop in the world of international financial planning. Touching on the importance of continuous professional development (CPD) and the vital role of technology, Andrianna’s insights offer valuable takeaways for anyone looking to grow within the financial planning profession. She emphasises how staying adaptable and keeping up with changing regulations across multiple jurisdictions has shaped her approach to global client management.

Andrianna also shares her passion for building strong client relationships, focusing on understanding her clients’ personal goals and going beyond standard financial advice. Her transition from private banking to paraplanning taught her about the level of expertise required to effectively deliver cross-border financial planning, particularly in a market as dynamic as Dubai. Andrianna explains how embracing tools like the Hoxton Wealth app has enhanced her ability to serve international clients efficiently, while maintaining high standards of trust and transparency. She also acknowledges how mentorship has been one of the key drivers behind her development and success at Hoxton Wealth, guiding her along the Hoxton pathway to becoming a financial planner.

Tune in and gain unique insight into the challenges and opportunities in paraplanning on a global scale, as well as practical advice on how to balance career growth with a fulfilling lifestyle, especially for those considering a move into international markets. Andrianna’s story is a compelling look at how the right blend of skills, mentorship, and client care can drive long-term success in the financial planning profession.

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, Gemma Chambers - our Head of UK Compliance at Hoxton Wealth - discusses the critical role of compliance in financial planning and how it impacts the wider operations of a global financial planning company. She emphasises that compliance is not just about adhering to regulations but also about building trust and credibility with clients. By making compliance concepts engaging and relatable for younger team members, Gemma highlights the importance of fostering an ethical culture within firms, ensuring that all employees understand the value of compliance in their daily operations.

During her conversation with Sam Oakes (Head of Creative), Gemma shares her unique insights into the dynamic nature of compliance work, noting that no two days are alike. From reviewing HR practices to navigating the complexities of cross-border regulations, she underscores the diverse responsibilities compliance professionals hold. The conversation also delves into the challenges of working under pressure, as Gemma reveals how deadlines can spur creativity and productivity, offering valuable strategies for managing stress effectively in high-stakes environments.

Listeners will gain a deeper understanding of how compliance shapes financial planning practices, especially in a post-Brexit world where regulations in the UK continue to evolve. By tuning in, you'll learn how to navigate these complexities, the importance of continuous education, and how to embrace the dynamic opportunities within the compliance field. Whether you're a seasoned professional or just starting your career, this episode is packed with insights to enhance your understanding of compliance's vital role in building a successful financial planning practice.

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