Building One Global Financial Planning Company: Hoxton Wealth’s Vision - with Jonathon Jay and Jacob Hall

Jan 30, 2025

Guest

Jonathon Jay

Guest

Jacob Hall

Jacob Hall, Global Head of Advisory at Hoxton Wealth, and Jonathon Jay, Director of UK Advice, dive into how Hoxton is revolutionizing global financial planning. They discuss the importance of collaboration over competition and the role of technology in enhancing client experiences. Insights on the transformative power of the NPS system reveal its impact on client satisfaction. Additionally, they explore strategies for integrating diverse teams across borders, ensuring top-notch service quality, and fostering a culture of continuous learning in financial advisory.

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INSIGHT

Unified Global Advisory Model

Hoxton Wealth operates as a single unified global business to avoid silos and promote collaboration.
Cross-jurisdiction communication enables sharing of strengths and best practices worldwide.

INSIGHT

UK vs Dubai Advisory Focus

UK advisors mainly serve local clients but value the global collaboration Hoxton offers.
Dubai emphasizes business development actively, while UK focuses more on servicing existing clients.

ADVICE

Support Advisors' Business Development

Free up advisors' time by employing customer service roles to focus on client servicing.
Advisors should spend more time on business development and networking to grow their book.

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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.

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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!

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