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.
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