Jonathon Jay, recently appointed as the Director of UK Financial Planning at Hoxton Capital Management, shares his journey from Investec to entrepreneurship. He discusses Hoxton's ambitious growth strategies and the innovative Matrix CRM technology. The conversation highlights the evolving role of financial planners, integrating personal dreams into financial planning, and the importance of relationship-building. Jonathon also touches on creating an engaging office culture and the firm’s international expansion opportunities, emphasizing a proactive approach to client relationships.
