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.
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