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James Trewren
Financial planner at Hoxton Wealth. He moved from Cornwall to London, then to Qatar, and finally to Dubai, where he became employee number 15 at Hoxton Wealth.
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Mar 19, 2025
• 31min
How Mentorship Shapes a Financial Planning Career - with James Trewren
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James Trewren, a financial planner at Hoxton Wealth, shares his inspiring journey from Cornwall to Dubai, detailing the challenges he faced in the financial planning industry. He emphasizes that success stems from perseverance, not luck. The conversation dives into the role of mentorship, particularly in a male-dominated field, and the importance of building trust with clients over merely focusing on fees. Trewren also highlights the unique cultural diversity in financial planning and the need for personal reflection in retirement planning.
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