

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

May 2, 2025 • 58min
How I Helped a Couple Quit Work and Retire 10 Years Early! - with Bobby Sahota
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.

Apr 24, 2025 • 52min
ADHD, Adversity, and Ambition: Jonathon Jay’s Path to Becoming a Chartered Financial Planner
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.

Apr 18, 2025 • 58min
Football, Financial Planning, and Finding the Right Fit: Stuart McDonald’s Story
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.

Apr 9, 2025 • 37min
Lifestyle Planning, Court of Protection & Farming Clients - A Financial Planner’s Unique Journey
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.

Apr 2, 2025 • 28min
A Simple Guide To Investing In Your 20s - with Ellie Gracie
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

Mar 27, 2025 • 45min
Entrepreneur vs. Intrapreneur: How Financial Planners Can Scale Without the Headaches - with Moheen Ahmed
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

Mar 19, 2025 • 31min
How Mentorship Shapes a Financial Planning Career - with James Trewren
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.

Mar 13, 2025 • 58min
What's Next For Hoxton Wealth in 2025? - with Chris Ball
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.

Mar 6, 2025 • 40min
Moving to Dubai? Here’s Why Financial Planning is Essential! - with George Stainton
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

Mar 4, 2025 • 1h 6min
How to Become a Financial Planner in 2025 – Trainee Pathway Explained!
🚀 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


