Hoxton Life

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

What if the thing holding you back isn’t your talent - but your business model?Moheen Ahmed had everything a financial planner could want - an established practice, a strong client base of C-level executives and business owners, and over £1M+ in investable assets per client.But as his business grew, so did the burden - compliance, recruitment, and admin pulled him away from what he loved most: working with clients.Mo had to make a decision: Stay independent and manage it all alone? Or integrate with a firm that would allow him to scale smarter?After rigorous due diligence, one name kept coming up - Hoxton Wealth. By joining, Mo gained the freedom to focus on growth while leveraging world-class infrastructure that handled everything else.Now managing $175M AUM, Mo shares:✅ Why running a firm doesn’t always mean freedom✅ The entrepreneur vs. intrapreneur mindset shift✅ The real benefits of integrating with a larger firm✅ How Hoxton helps financial planners scale without the headachesIf you're a financial planner feeling stretched too thin, this episode is a must-listen.🎙️ Listen now on YouTube, Spotify, or Apple Podcasts.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

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.

Chris Ball, CEO of Hoxton Wealth, is leading the charge in transforming financial planning. He shares the firm’s incredible growth, surpassing £2.13 billion in AUM, and the impact of their rebranding initiative aimed at a modern, client-centric approach. Chris discusses strategic visions for 2025, including five planned acquisitions and a strong focus on nurturing the next generation of financial advisors. He emphasizes the role of authenticity and technology in building trust and enhancing client relationships, preparing Hoxton for bold future endeavors.