The Truth About Selling Your Financial Planning Business – What You Need to Know - with Tom Maddison

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.

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