Hoxton Life

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.

In this episode of Hoxton Life, we sit down with George Stainton, a financial planner at Hoxton Wealth, to explore why financial planning is crucial for expats. Based in Dubai, George advises both UK and US expats on cross-border financial strategies, tax planning, and wealth management. We discuss the dangers of delaying financial planning, the benefits of an international approach, and real-life success stories of expats who transformed their financial futures.Key Takeaways:Expats often underestimate their financial needs and delay planning - this can be costly.Many UK expats don’t realise they can still contribute to their state pension from abroad.The lack of structured pension schemes in the UAE means proactive planning is essential.Behavioral coaching helps investors avoid emotional mistakes, like panic selling.Hoxton Wealth’s borderless approach ensures expats have financial continuity no matter where they live.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

🚀 Want to become a top financial planner? Too many people rush into advising without the right skills, client base, or long-term vision—leading to failure. That’s why we created the Hoxton Wealth Pathway Programme, a structured, three-year, salaried journey that sets you up for success.In this episode of The Hoxton Life Podcast, we sit down with Chris Ball (CEO) and Jacob Hall to break down how the Pathway Programme works, why it’s different, and how it’s already producing some of the industry's top advisers.🔹 What You’ll Learn:The biggest mistakes new financial planners makeHow our 3-year programme prepares you for real successThe importance of prospecting, technical knowledge, and client experienceSuccess stories like Ravi Singh, who built a thriving career through the PathwayWhy this salaried programme is different from self-employed academy modelsHow we’re actively hiring right now—could you be next?📌 Apply Now🎧 Listen to Ravi Singh’s success storyIf you're serious about a long-term career in financial planning, this is the place to start!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 episode of the Hoxton Life Podcast, we sit down with Taylor Sallery, Commercial Director of Hoxton Wealth USA, to discuss the seismic shift in the US financial planning landscape and why it presents a once-in-a-lifetime opportunity for international financial planners.💡 What You’ll Learn in This Episode:Why 399,640 financial planners in the US aren’t addressing the growing demand for cross-border financial planning.The $67 trillion in liquid investable assets market in the US and why global financial expertise is more valuable than ever.The rapid rise in Americans moving abroad—with over 10 million US expats and 4,000 renouncing their citizenship annually.How Hoxton Wealth is expanding into Florida, Texas, and Mexico to serve international and domestic clients.How the Pathway Program is creating a new generation of financial planners ready to take on the global stage.📈 Key Topics Discussed:✅ Why more Americans are moving abroad – Taxation, cost of living, and political reasons driving the shift. ✅ The gap in international financial planning – Why so few US firms offer cross-border expertise. ✅ The future of financial planning in the US – How Hoxton Wealth is filling this gap and expanding into the domestic market. ✅ The role of technology – How cutting-edge financial tools are reshaping the industry. ✅ Opportunities for financial planners – Why now is the time to build an international career.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

Selling your financial planning business is one of the biggest decisions you’ll ever make. It’s not just about numbers—it’s about your clients, your team, and the future of everything you’ve built.In this episode of The Hoxton Life Podcast, I sit down with Tom Maddison, Acquisitions Director at Hoxton Wealth, to talk about:Why more financial planning business owners are selling right nowThe biggest concerns when considering an exit (and how to navigate them)Why private equity-backed consolidators aren’t always the best optionHow Hoxton Wealth is doing things differently—growing from 11 to 50 staff in the UK in just 12 monthsWhat financial planners need to do to prepare for a saleHow we ensure a seamless client and adviser transitionIf you’re a financial planner thinking about your exit strategy, this episode is a must-listen.Listen or watch now on YouTube.Get in touch:Thinking about selling your business? Let’s have a conversation. Reach out to us at Hoxton Wealth or connect with Tom Maddison on LinkedIn.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

Is moving to France the new American dream? More and more Americans are leaving the U.S. for a better quality of life, lower cost of living, and a fresh start in France. But making the move isn’t as simple as packing your bags - there are visas, banking restrictions, taxes, and bureaucracy to navigate.That’s why in this episode of Hoxton Life, we sit down with Richard Hammond-Chambers-Borgnis, founder of French Connections HCB, the experts in helping English speakers relocate to France without the stress. With 90% of their clients coming from the USA, Richard has a unique insight into why Americans are making the move—and the challenges they face.We discuss:🇫🇷 Why Americans are moving to France in record numbers💰 The real cost of living - cheaper than you might think!📑 The visa process & how to avoid getting stuck in bureaucracy🏦 Banking struggles for Americans & how to get set up before you arrive🤝 How French Connections HCB & Hoxton Wealth make the transition seamlessPlus, managing your wealth internationally has never been easier. The Hoxton Wealth App lets you track and manage all your global assets in one place - for free! Whether you're keeping U.S. investments or building wealth in Europe, our app helps expats stay in control of their finances from anywhere in the world.Thinking of making the move? Don’t go it alone. Watch now and get expert insights on how to make your dream of living in France a reality!👉 Follow us for more Hoxton Life episodes and expert insights on expat life, financial planning, and international living!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