How to Sell a Financial Planning Business in the UK and Internationally - With Chris Ball & Sam Oakes Hoxton Wealth

In this episode of the Hoxton Life Podcast, Sam Oakes and Chris Ball explore the world of financial planning acquisitions, diving deep into how Hoxton Wealth is reshaping the future for retiring financial planners and accidental entrepreneurs. 

With a focus on the UK market, Hoxton Wealth is expanding its presence by acquiring financial planning businesses both domestically and internationally. 

Whether you're a retiring business owner ready to pass the baton, or an entrepreneur seeking relief from the operational pressures of running a business, Hoxton Wealth offers tailored solutions designed to ensure a smooth transition for you and your clients.

Key topics include:

• Why Hoxton Wealth is acquiring financial planning businesses in the UK and abroad.
• The unique needs of retiring financial planners and accidental entrepreneurs.
• How Hoxton Wealth supports business owners with flexible options, including releasing equity early.
• The benefits of partnering with an international firm that prioritizes clients’ continuity of service.
• Leveraging innovative technology like the Hoxton Wealth App to enhance the client experience.

Join Sam and Chris as they discuss the ethical considerations, emotional journey, and practical steps involved in selling your financial planning business.

Who This Episode is For:

• Financial planners considering retirement or selling their business.
• Entrepreneurs looking to offload operational responsibilities while focusing on client relationships.
• Anyone interested in understanding Hoxton Wealth’s acquisition strategy and how it benefits clients and advisers alike.

Connect with Us:

• Reach out to Sam Oakes or Chris Ball on LinkedIn for a confidential discussion about selling your business or joining Hoxton Wealth.

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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