Hoxton Life

🚀 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 story💬 Join the Hoxton Life communityIf 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

In this episode of Hoxton Life, host Julia Duke Vinton sits down with Laura Gomez (Paraplanner) and Linda Lago (Financial Adviser) who share their journeys into the financial planning profession with Hoxton Wealth. Both originally from South America, they discuss their transitions from Colombia and Venezuela to the UK, the challenges they faced in adapting to new regulatory environments, and the rewarding aspects of working in an international financial planning firm.They reflect on how their diverse backgrounds have uniquely positioned them to connect with international clients, the importance of mentorship, and the advantages of being women in a traditionally male-dominated industry. The episode also covers the impact of financial regulations across different jurisdictions, the importance of resilience in career transitions, and how Hoxton’s global approach is shaping the future of financial planning. Laura and Linda also share insights on how they have developed their careers at Hoxton, how they tailor financial planning services for international clients, and the key lessons they have learned along the way.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

Did you know over 240,000 Brits have already made the UAE their home? 🇦🇪And with over 5,000 British companies operating in the region, the GCC is quickly becoming one of the fastest-growing expat hubs for both individuals and businesses.So, what does that mean for pensions?This week, I sat down with Ravi Gill and Thomas Goldie, pensions and retirement specialists at Hoxton Wealth, to dive into the unique challenges and opportunities facing expats in the GCC when it comes to pensions.We discussed:Why pensions are often your second or third largest asset and need regular reviews.How double tax treaties allow GCC expats to withdraw UK pensions tax-free (a huge advantage!).The benefits of voluntary UK state pension contributions—for just £3 a week, expats can fill gaps in their National Insurance record and secure thousands in extra retirement income. I wonder how many expats in the GCC are missing out on this?We also touched on Saudi Arabia—is it the next big opportunity? With its rapid growth and increasing expat population, it’s definitely one to watch.And if you’re a financial planner, you’ll love hearing about the similarities and differences in the UAE. With no employer pension schemes, expats often turn to financial planners for guidance, making the GCC an exciting market for those in our profession.Ravi and Thomas reminded me of how important it is to start early and review regularly. These small actions are what set you up for long-term financial success.So, living in the GCC and not on top of your pension? 📉 Reach out to book a meeting today, and let us show you how you can stay updated using the Hoxton Wealth App.🎧 Whether you’re an expat looking to optimize your pensions or a financial planner curious about opportunities in the GCC, this episode has something for you. 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

Are We Failing Our Children When It Comes to Money?Money is one of the biggest causes of stress and mental health issues—yet we still don’t teach kids how to manage it. Studies show that financial habits start forming by age 7, but most young people enter adulthood with no real financial education.In this episode of Hoxton Life, Jacob Hall (financial planner, husband to a teacher, and father of two) sits down with Ben Bolger, co-founder of Squirrel Education, to explore how gamifying financial education is changing the way kids learn about money.What We Cover:✔️ Why financial literacy should be a core part of education✔️ The impact of money stress on mental health✔️ How kids as young as 7 start forming financial habits✔️ Why traditional schooling isn’t preparing children for financial independence✔️ The power of gamification in teaching kids about money✔️ How Squirrel Education is making financial literacy fun, engaging, and effective Sam’s Reflection:For this episode, I stepped out of the host seat and behind the camera, which gave me a chance to listen from a different perspective. It reinforced my belief that teaching kids about money isn’t just about finances—it’s about giving them the tools for a secure, stress-free future. Are we doing enough to prepare the next generation for financial independence? Let us know your thoughts in the comments!🔗 Find out more about Squirrel Education: www.squirreledu.co📢 Listen & Subscribe to Hoxton Life:🎧 Spotify | Apple Podcasts | 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

Jacob Hall, Global Head of Advisory at Hoxton Wealth, and Jonathon Jay, Director of UK Advice, dive into how Hoxton is revolutionizing global financial planning. They discuss the importance of collaboration over competition and the role of technology in enhancing client experiences. Insights on the transformative power of the NPS system reveal its impact on client satisfaction. Additionally, they explore strategies for integrating diverse teams across borders, ensuring top-notch service quality, and fostering a culture of continuous learning in financial advisory.

Dubai is a city of opportunity, but it’s also a city of temptation. Supercars, designer clothes, beach clubs—it’s easy to feel like you need to spend, spend, spend to fit in. Dewi Evans knows this feeling all too well.In this episode of the Hoxton Life podcast, Dewi shares how he fell into the trap of lifestyle creep, where more money meant more expenses. But he also shares how he turned things around, learning to balance his lifestyle with his long-term goals. Now, as a financial planner, he helps clients across the GCC do the same.We also dive into Dewi’s career journey, from starting as a paraplanner to becoming a financial planner under the mentorship of Lloyd Simpson. Alongside his career growth, Dewi found spiritual clarity in Dubai through practices like yoga, meditation, and sound bowls, which helped him stay grounded in a city that never sleeps.🔑 Key Takeaways:Why lifestyle creep is so common in Dubai and how to manage it.The importance of mentorship in building a successful financial planning career.How spiritual practices can help balance ambition with well-being.The role of financial planning in creating a lifestyle that aligns with your values.If Dewi’s story inspires you, don’t wait to take control of your finances. Reach out to him directly to start your financial planning journey today. And if you’re a financial planner looking for a community that shares your values, Hoxton Wealth might just be the place for you.🎧 Listen to the full episode on Spotify, Apple Podcasts, or YouTube, and subscribe to Hoxton Life for more insights into financial planning and personal growth.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 Hoxton Life, Sam Oakes sits down with David Whitehouse, the Paraplanning Manager for Hoxton Wealth’s UK team, who now lives and works in Dubai. David shares his remarkable journey of joining Hoxton as a UK-based paraplanner and earning a rapid promotion to Head of Paraplanning. The conversation highlights his professional growth, the unique aspects of paraplanning in an international setting, and how Dubai’s vibrant lifestyle and multicultural community have positively impacted his career and family life.Whether you're a paraplanner looking to advance your career or someone considering an international move, David’s story offers invaluable insights into the opportunities and challenges of working for a dynamic, global financial planning company like Hoxton Wealth.Key Topics Covered:David’s Journey: From UK Paraplanner to Dubai LeaderStarting at Hoxton Wealth as a paraplanner for the UK team and being swiftly promoted to Head of UK Paraplanning.Managing a team of UK-based paraplanners from Dubai, leveraging technology and collaboration tools to stay connected across time zones.The pivotal moments that shaped his leadership path and how his prior experience prepared him for success at Hoxton.The Role of Paraplanners in Dubai vs. the UKDifferences in responsibilities: UK paraplanners focus on technical tasks like report writing, while international paraplanners take on more client-facing duties, resembling trainee financial planners.The hands-on approach in Dubai, from managing client meetings to creating comprehensive financial plans.How paraplanning roles in Dubai can serve as a stepping stone to becoming a financial advisor.Life in Dubai: Professional Growth Meets Lifestyle ChangeThe decision to relocate his family to Dubai and embrace a new way of life.Choosing community living in Dubai’s Villanova area for its family-friendly vibe, green spaces, and sense of belonging.The benefits of living in Dubai, including year-round sunshine, outdoor activities, and the multicultural experience of meeting people from around the world.Challenges and Triumphs in Professional DevelopmentOvercoming personal obstacles, including dyslexia, while studying for Level 4 qualifications.Strategies for excelling in a paraplanning career, from perseverance in exams to seeking opportunities for growth.Building efficient processes for the paraplanning team, introducing tools like AI meeting assistants, and streamlining reporting workflowReady 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