How Tommy Built £70 Million AUM: The Power of Teamwork in Financial Planning

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.

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