Hoxton Life

What really happens when two established international financial planning firms come together?In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history.This episode explores how two firms came together with a shared focus: honouring the past, protecting client trust, and accelerating growth across global markets.In this episode we discuss:Why cultural alignment matters more than numbers in M&AHow to build a seamless client experience during acquisitionThe legacy Infinity built - and how Hoxton plans to honour itWhy Southeast Asia is key to Hoxton’s international strategyLessons for founders thinking about exit or scaleWhat advisers can expect post-acquisition - and what it means for their futureWhether you’re a business owner thinking about succession, or an adviser curious about international opportunities - this episode is definitely one to watch.🎧 Listen now on YouTube, Spotify, or Apple Podcasts.📩 Want to speak with our M&A team? Message us directly.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. Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content. 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! For sponsorships, partnerships, or media inquiries, reach out to us

In this engaging discussion, Jess Rooney, a Chartered Financial Planner known for her expertise with expats, shares vital insights on transferring UK pensions abroad. She demystifies the complexities of defined benefit pensions, emphasizing risks like currency fluctuations and tax implications. Jess stresses the importance of seeking tailored, regulated advice to avoid costly mistakes. She also discusses the emotional toll of investment volatility and offers strategies for balancing guaranteed income with the need for flexibility, crucial for anyone planning their retirement.

Thomas Becket, Chief Investment Officer at Canaccord, brings over 20 years of experience in money management to the table. He discusses the importance of a balanced investment philosophy that aligns with clients' financial aspirations. Tom reveals why fixed income is gaining renewed interest and how diversification should work effectively. The conversation also touches on maintaining a long-term investment perspective amid market volatility and the value of partnerships in navigating turbulent times.

In this episode of the Hoxton Life podcast, Chris sits down with Freddie Streeter from Pacific Asset Management to unpack the thinking behind a powerful new partnership. Together, they've built five risk-rated portfolios designed not around spreadsheets, but around real people - grounded in simplicity, discipline, and behavioural insight.They discuss:Why "alpha is in the advice"The rise of passive investing and what it really meansHow PAM’s technology supports clearer, faster communicationHow Hoxton’s planning philosophy shaped the portfoliosThe importance of staying invested and avoiding emotional decisionsThis isn’t just an investment strategy. It’s a modern approach to financial planning, co-created for long-term success.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. Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content. 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! For sponsorships, partnerships, or media inquiries, reach out to us

Welcome to the podcast from Hoxton Wealth - honest conversations on life, finance, and building wealth across borders.What really happens when you move your business to Dubai?This week on Hoxton Life, Chris Ball sits down with chartered accountant and entrepreneur Jeri Williams (Smooth Accounting) to separate fact from fiction.They cover:The biggest tax myths people fall forWhy you can't just ‘say’ you run your business from DubaiThe five-year rule, HMRC scrutiny, and split-year residency trapsReal-world success stories and mistakes to avoidJeri shares her own experience, as well as practical advice for those genuinely considering relocating their business, life, or family to Dubai.If you’re planning a move or need help with international tax or financial planning, speak to us at Hoxton Wealth. We’ll connect you with trusted experts and guide you through it.📚 Jeri’s book Moving to Dubai is coming soon - follow her on LinkedIn or watch for it on Amazon.🎧 Subscribe to Hoxton Life on Spotify, Apple Podcasts, or YouTubeReady 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. Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content. 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! For sponsorships, partnerships, or media inquiries, reach out to us

In a captivating discussion, Bobby Sahota, a seasoned financial advisor with over 20 years of experience, shares transformative insights on financial planning. He reveals how personalized strategies helped a couple retire ten years early, leading to improved health and happiness. Bobby emphasizes the emotional side of financial decisions, advocating for visualization techniques to achieve goals. He also tackles the importance of open communication in financial planning and reflects on lessons learned, driving home the concept that planning isn't merely about numbers, but about reshaping lives.

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.

In this discussion, Stuart McDonald, Director at Hoxton Wealth and a seasoned financial planner for footballers, shares his bold transition from a traditional firm to a dynamic environment. He highlights the growing need for international financial planning and the collaborative spirit at Hoxton. Stuart dives into the unique challenges athletes face, including the importance of financial education and community support. He emphasizes the value of mentorship and building trust in the industry, all while sharing insights on how intrapreneurship fuels personal and professional growth.

In this engaging talk, Teresa Dunning, Financial Planning Director at Hoxton Wealth, shares her unique journey from retail banking to specializing in succession planning for farming families and advising on court of protection cases. She highlights the emotional complexities of working with vulnerable clients, the importance of building professional networks, and her commitment to mentoring future financial planners. Teresa exemplifies how purpose-driven financial planning can create a meaningful impact in people’s lives.

Investing can feel overwhelming in your 20s, but it doesn’t have to be. In this episode, Ellie Gracie, a 23-year-old Client Relationship Manager at Hoxton Wealth, breaks down the essentials of getting started with investing - without overcomplicating things. Working directly with CEO Chris Ball, Ellie has seen firsthand how smart financial decisions early on can set the foundation for long-term wealth. She shares her career journey in financial services as a young woman, the misconceptions that hold people back from investing, and the simple strategies that can make all the difference.Many believe you need a fortune to start investing, but the reality is much simpler. Ellie explains how her small, consistent steps have led to financial security in her early 20s. She also discusses the financial advice gap for women in particular, and why more female voices are needed in the profession.Key topics covered:How early career decisions helped Ellie build financial confidenceBreaking down common investment myths that hold young people backSimple investment strategies anyone can follow in their 20sWhy women’s financial empowerment is key to closing the wealth gapThe role of emotional intelligence in financial advice and decision-makingWhether you’re completely new to investing or just looking for a clearer path forward, this episode offers a brilliant step-by-step to help you take control of your financial future. Because the best time to start investing? It’s today.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. Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content. 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! For sponsorships, partnerships, or media inquiries, reach out to us