

Hoxton Life
Hoxton Wealth
Welcome to our Hoxton Life... Our podcast takes you inside Hoxton Wealth, where we’re changing the face of international financial planning. From breaking career boundaries to crossing borders, Hoxton Life is your exclusive guide to what it truly takes to succeed at every stage of a financial planning career. At Hoxton Wealth, we see financial planning as more than just a profession—it’s a career journey. The Hoxton Life podcast brings together the voices of experts and real-life financial planners, sharing their experiences from every stage of the career pathway. Whether you’re joining with no prior experience, growing your business, or planning your exit, we offer firsthand stories from those who have lived and thrived in the world of international financial planning. At Hoxton, we call this the pathway—a roadmap that takes you from starting out to becoming a fully qualified financial planner and beyond. Every episode brings you closer to understanding what it takes to build a successful career, with insights from those who have already walked the path. This is our life. Our Hoxton Life. Tune in to find out how you can join us in breaking boundaries, crossing borders, and shaping the future of financial planning.
Episodes
Mentioned books

Nov 21, 2025 • 50min
How To Rebuild Your Life After Divorce (using Financial Planning) | Hulya Gunay
Divorce is undoubtedly one of life's most difficult journeys, and often the financial planning required is an afterthought. On this episode of Hoxton Life, we're joined by Senior Financial Planner Hulya Gunay to discuss this incredibly important and sensitive topic. Bringing over 15 years of banking experience, Hulya Gunay shares her expertise and her own personal story to highlight the challenges, from subtle financial control in a relationship to the opportunities for a fresh start.Hulya details the real value a specialist financial planner brings during this time, helping clients navigate the complex financial side with clarity and support. She is a powerful example of how, with the right planning and support, clients can emerge from divorce in a much stronger financial position than they went in.If you or your clients are facing this difficult journey, listen now to understand how expert advice can make the process as pain-free as possible, empowering individuals to secure their future.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

Nov 10, 2025 • 25min
What Happens in the First 4 Months of Hoxton Wealth's Pathway Program? | Becoming a Trainee Wealth Manager
What does it actually take to build a successful career in international financial planning?In this episode of Hoxton Life, we introduce the fourth cohort of our Trainee Wealth Manager (TWM) program. Our Global Head of Advisory, Jacob Hall, sit down with Darsh, Harry, Shane, and Roman to discuss their experience in the first 16 weeks - the period of progress that transforms ambition into a tangible career path.They share a transparent look at the program's structure and the culture of rapid acceleration that is shaping our next generation of advisers. These TWMs, who joined straight out of university or intensive internships, are already getting qualified, preparing to partner with established advisers, and mastering the skills required to secure their first clients.More importantly, our trainees speak on what it’s like to start from scratch in a competitive industry, how they’ve handled rejection, built resilience, and adapted to life in one of the world’s most dynamic financial hubs.If you’re looking for a blueprint on how to launch or redefine your career in financial planning, this episode confirms that a supportive, high-performance environment is the ultimate accelerator. Watch the full episode on YouTube, or listen on Spotify.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

Oct 16, 2025 • 1h 2min
Scaling To $3.5 Billion AUM: Hoxton Wealth's Q3 Update
In this latest Hoxton Life episode, Chris Ball, Jonathon Jay, and Jacob Hall reveal the strategy behind Hoxton Wealth's incredible growth, including hitting nearly £1 BILLION in organic revenue in just two years.We pull back the curtain on the challenges every scaling business faces, emphasising that success is built on resilience, a relentless focus on AUM, and a culture of collaboration, not competition.Key insights covered in this episode, especially for Financial Planners, Leaders, and Entrepreneurs:- Why investing in infrastructure and key talent is essential to scale.- How we shattered the myth that July and August are "quiet months" (they were our biggest!).- The strategy and targets we're pursuing to hit £4.3 Billion in assets by the end of the year.If you're looking for a transparent roadmap on building a high-growth, globally compliant advice business, this is a must-watch.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

Sep 26, 2025 • 17min
How To Service Your Clients The Right Way | with Simon Pitkin
Join Simon Pitkin, a client-servicing expert with over 30 years of experience in the financial services industry. He discusses the vital blend of technology and personal connection in client service. Simon emphasizes the importance of being visible and available for clients, especially during market fluctuations. He shares strategies for simplifying onboarding processes and coordinating departments for seamless support. Discover how the My Hoxton app connects clients with advisors globally, enhancing service while ensuring holistic advice across jurisdictions.

Sep 4, 2025 • 40min
Estate Planning Explained: How to Protect Your Family’s Future | with Jack Povah
Do you know what happens to your assets when you pass away? Many people assume that estate planning is only for the "uber wealthy" or a way to avoid inheritance tax. On a recent episode of the Hoxton Life podcast, we sat down with one of our specialist estate planning advisers, Jack Povah, to demystify trusts, wills, and estate planning.In this powerful conversation, Jack shares why estate planning is so important for everyone and how it's possible to "carry on managing assets even after you've passed away". He breaks down the importance of taking that first step, dispels common misconceptions, and explains why a proper plan can be easily updated as your life changes.This episode is a must-listen for anyone interested in financial education and securing their family's future. What's one question you have about estate planning?Let us know in the comments below! 👇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

Aug 7, 2025 • 55min
HOXTON LIFE SPECIAL: Hoxton Wealth's Expansion Across Asia & The Story Behind the Infinity Financial Solutions Acquisition
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

Jul 30, 2025 • 27min
Financial Adviser Explains: What You Need to Know About Transferring Your UK Pension Abroad - with Jess Rooney
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.

14 snips
Jun 20, 2025 • 47min
Inflation Protection Investing: How Canaccord and Hoxton Wealth Tackle the Turbulent 20s
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.

Jun 13, 2025 • 43min
Inside Hoxton Wealth’s New Portfolio Strategy with Pacific Asset Management | Freddie Streeter
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

May 16, 2025 • 36min
Dubai Tax Loopholes: Busted by a Chartered Accountant - with Jeri Williams
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


