Jonathon Jay

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.

Jonathon Jay, Managing Director of Hoxton Wealth UK, shares his inspiring journey from a privileged childhood in Saudi Arabia to rebuilding his life in Liverpool with just £70. He candidly discusses the impact of his father's business loss on his financial ambitions and how living with ADHD has shaped his career. Jonathon emphasizes creating a culture for intrapreneurs in the financial sector, offering a fresh perspective on personal growth, resilience, and the importance of finding meaningful work amidst adversity.

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.