Hoxton Life

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

In this special episode of Hoxton Life, Jacob steps into the presenter role to interview Sam Oakes, Head of Creative at Hoxton Wealth and Founder of Financial Planner Life. Sam reflects on his extraordinary career journey, from founding and running Recruit UK, a financial planning recruitment business he led for 16 years before exiting, to creating Financial Planner Life, a platform that has reshaped how financial planning careers are perceived and promoted.Sam’s overarching mission is to ensure that financial planning thrives and becomes accessible to all. He shares how Financial Planner Life started as a marketing tool for his recruitment business and evolved into a creative platform that attracts talent, educates the profession, and raises the visibility of financial planning firms. His 2025 plans include hosting live podcast events, expanding Financial Planner Life internationally, and continuing to help firms elevate their brands through podcast- and video-first marketing strategies.Sam also reflects on the challenges and rewards of relocating his family to Dubai to join Hoxton Wealth. He candidly discusses the emotional journey of leaving behind a home, adjusting to a fast-paced city, and finding the right school for his daughter. Through it all, Sam’s family’s support and trust in his vision fueled his confidence to make the move.Sam explains why Hoxton Wealth is the perfect fit for his intrapreneurial spirit. The firm’s innovative culture, focus on collaboration, and commitment to raising standards in the international financial planning profession align with his vision. As Sam puts it, “I’ve found my sandbox at Hoxton—a place where I can play, create, and make a real impact.”Key Topics Covered:Sam’s Career JourneyFounding and running Recruit UK for 16 years before exiting.Building Financial Planner Life as a recruitment marketing tool and evolving it into a monetized creative platform.Ensuring Financial Planning ThrivesSam’s mission to make financial planning accessible to all.The role of Financial Planner Life in attracting talent and bridging the advice gap.Relocating to DubaiThe emotional journey of leaving the UK and relocating with his family.Adjusting to Dubai’s fast-paced lifestyle and finding a new home and school for his daughter.How the move aligned with his professional ambitions and opened new opportunities.Why Hoxton Wealth?How Hoxton’s intrapreneuriReady 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, host Sam Oakes sits down with Thomas Goldie, a financial planner who has been instrumental in Hoxton Wealth’s growth and success over the past five years. Thomas shares his journey, from joining Hoxton in its early days to helping shape its innovative approach to international financial planning. This episode dives into the unique opportunities at Hoxton, including global mobility, cross-border advice, and a commitment to long-term client relationships.Key Discussion Points:The Hoxton Journey: Thomas reflects on the company’s evolution from a small team to an industry leader with a global presence.Hoxton’s Unique Model: Learn how Hoxton Wealth’s approach—focused on fee-based advice, client retention, and multi-jurisdictional flexibility—sets it apart in the international space.Building a Support Team: Thomas discusses the power of delegating and creating a high-performing team to scale his business and improve client service.The Pathway Program: Insight into Hoxton’s structured career progression for aspiring financial planners, enabling growth from trainee to advisor.Technology and Innovation: How tools like the Hoxton Wealth App and their custom CRM enhance the client experience and streamline global financial planning.Opportunities for Advisors and Clients: The podcast explores planning opportunities, like navigating inheritance tax changes and offering clients continuity of advice, while also highlighting the benefits of being part of a business that allows advisors to build and sell their own books.Future Growth and DIFC Expansion: Thomas and Sam discuss Hoxton’s move into the Dubai International Financial Centre (DIFC) and its potential for reaching high-net-worth clients and creating new opportunities.This episode offers a fascinating look at the dynamic world of international financial planning, blending personal stories, career insights, and the innovative solutions that make Hoxton Wealth a standout in the industry.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 Sam Oakes speaks with Dan Abbott, a UK and UAE-licensed financial planner, about the critical tax and financial planning considerations for UK expats living in Dubai. Dan shares his inspiring career journey, transitioning from an accountant in the UK to a financial planner in Dubai. He also explains why joining Hoxton Wealth was—and remains—the best option for anyone pursuing a career in international financial planning.Dan discusses the importance of proactive tax planning, even in a tax-friendly country like the UAE, where UK expats often face hidden tax obligations on properties and businesses back home. He also breaks down the UAE’s gratuity system and why expats must take charge of their retirement planning through early and consistent saving.The episode covers practical tips for setting up a business in Dubai, explaining the differences between free zones and mainland operations and how to choose the best option based on your goals. Dan also highlights the unique opportunities for financial planners in Dubai, where they can serve UK clients while enjoying the benefits of a tax-free income. He credits Hoxton Wealth for providing unparalleled support, regulatory compliance, and a structured environment that allows financial planners to succeed on a global stage.Key Takeaways:Proactive Tax Planning: Even in the UAE, UK expats must plan carefully to avoid tax issues on property, business ownership, and eventual returns to the UK.Retirement Savings: The UAE’s gratuity system is not enough to fund retirement. Starting personal savings early is essential for financial security.Business Setup in Dubai: Understand the pros and cons of free zones vs. mainland setups and seek professional advice to align your strategy with your goals.A Career at Hoxton Wealth: Dan explains why Hoxton Wealth’s structure, resources, and regulatory framework make it the ideal choice for international financial planners.Thinking about moving to Dubai or exploring a career in international financial planning? Connect with Hoxton Wealth today for expert advice tailored to UK expats and financial planners. Visit Hoxton Wealth or get in touch to take the first step.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

We’re excited to launch a brand-new podcast series hosted by our very own Julia, Hoxton Wealth's Social Media Manager. This series is all about celebrating the incredible journeys of women in wealth and showcasing stories of success, resilience, and empowerment in Dubai.In this episode of the Hoxton Life podcast, Julia welcomes Senior Financial Advisor Michaela and her paraplanner Andrianna to discuss their dynamic working relationship and the impact it has on their careers and clients. Michaela shares her 17-year journey in financial planning, starting at just 19 in the Middle East, while Annie reflects on her professional growth and how mentorship has transformed her confidence and skills. Together, they delve into the unique challenges and rewards of working as an all-female team in a male-dominated industry.They also touch on their recent seminars in Australia, the importance of flexibility in the workplace, and how collaboration fosters resilience and success. Whether you're in the financial industry or looking for inspiration in mentorship and teamwork, this episode offers valuable insights into navigating careers and building meaningful professional relationships.What You’ll Learn:Michaela's journey from coordinator to senior financial advisor in the GCC.How Annie transitioned into paraplanning and built her confidence.The importance of resilience and mentorship in financial planning.The dynamics of working as a close-knit team and maintaining balance.Challenges and opportunities for women in the financial planning profession.Insights into global client management and adapting to diverse markets.How flexibility and adaptability are shaping the future of financial planning.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, host Sam Oakes sits down with Kane Tucker, Senior Business Development Manager at Hoxton Wealth, to explore the journey from trainee wealth manager to becoming a key figure in the international financial planning space.Kane reflects on joining Hoxton in its first year and working alongside Chris Ball, CEO and Financial Planner. Together, they’ve built one of the most successful Business Development Manager and Financial Planner partnerships in the UAE. Kane shares how their dynamic duo approach has set the standard for success in the international financial planning industry.The discussion dives deep into the challenges and rewards of Hoxton's Trainee Wealth Manager Programme. Kane highlights why business development is the foundation of a resilient and successful financial planning career. He explains how the programme immerses new recruits in real-world client engagement, equipping them with targeted marketing leads, referral systems, and LinkedIn strategies from day one.Kane also offers candid insights into the evolving role of business development, the importance of process and persistence, and the power of mentorship in shaping the next generation of financial planners.If you’re considering a career in financial planning or want to understand what sets Hoxton Wealth apart, this episode is packed with valuable takeaways. Tune in to hear Kane’s journey, expert advice, and what it takes to thrive in this competitive industry.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, host Sam Oakes is joined by Kareem, a partner and financial planner at Hoxton Wealth, and Georgia, a paraplanner on his team. Together, they delve into what it takes to build a thriving financial planning practice. From understanding the power of delegation to navigating career progression, Kareem and Georgia share how their teamwork and Hoxton Wealth’s intrapreneurial model have driven their success.Key topics include:The journey from BDM to financial planner and paraplannerChallenges and rewards of letting go and trusting your teamThe evolving role of paraplanners in international financial planningBuilding a “practice within a practice” at Hoxton WealthCareer development, including Georgia’s studies toward her Australian financial planning qualificationsWhat You'll Learn:How to effectively structure a financial planning team for growthThe benefits of a supportive, intrapreneurial modelTips for aspiring financial planners and paraplannersWhy teamwork and shared goals are essential for success in financial services.    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 another episode of Hoxton Life with your host, Sam Oakes. Today, we delve into the unique career journey of Tom Streader, who transitioned from mountain biking into the intricate world of financial planning at Hoxton.In This Episode:Following Passion: Tom shares how his early passion for mountain biking influenced his initial career choices, providing insights into the skills and experiences that facilitated his later transition into finance.The Role of Education: Explore Tom's decision to further his education in finance after realising his interests had evolved, and how this has impacted his professional growth.Importance of Formal Education: We discuss the necessity and benefits of obtaining a formal degree for a career in financial planning, drawing from Tom’s personal and professional experiences.Professional Development at Hoxton: Learn about Tom's development trajectory at Hoxton, from his beginnings as a trainee to becoming a key part of the leadership team, and the opportunities for growth that Hoxton offers.Building Long-term Client Relationships: Tom emphasises the critical role of long-term planning and relationship building in achieving success in financial planning.Expat Experience in Dubai: Hear about Tom's transition to working in Dubai, the challenges and opportunities of working internationally, and how it has shaped his approach to his career.Why You Should Listen: Whether you’re considering a career change, curious about the transition from a passion-driven hobby to a professional career, or interested in learning about working abroad, this episode offers valuable insights into adapting to and excelling in new professional environments.Join us to discover how passions can influence professional paths and how embracing change can lead to fulfilling career opportunities in financial planning.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

💸 Can you earn more as a trainee financial planner than a helicopter pilot? 🚁On the Hoxton Life Podcast, we share Oliver’s remarkable journey. After achieving his childhood dream of flying helicopters over Sydney Harbour, he boldly transitioned into financial planning—a career where the earning potential is just as high as the skies he used to soar.Now thriving in Dubai at Hoxton Wealth, Oliver is embracing every challenge, including the part of the role most people shy away from: prospecting for new business. While others might find it daunting, Oliver genuinely enjoys this critical aspect, seeing it as an opportunity to connect with people and build the foundations for long-term success.Beyond his own growth, Oliver mentors new trainees, guiding them through the demanding early stages of their careers. This includes his 18-year-old brother, who’s thriving in his first year as a trainee financial planner, honing his skills in business development under Oliver’s watchful eye.When he’s not prospecting or mentoring, Oliver is chasing waves—whether it’s surfing Dubai’s beaches when the swell arrives, traveling to Bali for epic surf trips, or riding the perfect waves at the new Surf Abu Dhabi, the world’s largest inland surf center. His passion for adventure, on and off the board, mirrors his fearless approach to life and career.💡 Ready to take on what others consider the toughest challenges? Tune in to the latest episode of Hoxton Life and discover how embracing the hard parts can lead to extraordinary 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

🌍 "I was ready to retire, but I couldn’t give it up—and now I’m more energized than ever."Why? Because the opportunities in international financial planning are just too excitingto walk away from.In the latest episode of the Hoxton Life podcast, I sat down with Jonathan Brookes, a highly experienced Chartered Financial Planner with nearly two decades of expertise advising high-net-worth (HNW) clients across the globe. Jonathan is someone who’s seen it all—and he’s here to tell you why pivoting to international financial planning might be the most rewarding decision of your career.Here are a few takeaways:✅ Endless opportunities: Work with global clients in Dubai, the UK, the US, Europe, and beyond.✅ Freedom to grow: Build a business within a business, supported by a framework that lets you focus on what matters—your clients.✅ Excitement and purpose: Work in a profession that’s dynamic, fast-paced, and impactful.Jonathan, who is leading the charge as Hoxton Wealth moves into the prestigious DIFC, is looking to build out a team of like-minded professionals. If you’re a qualified, ambitious financial planner eager to work with HNW clients and professional introducers, this could be your moment."Clients today are more educated than ever," Jonathan explains. "They’re looking for trusted advisors who can provide real value. If you have the expertise, the integrity, and the drive, there’s no limit to what you can achieve."Hoxton Wealth is breaking boundaries, creating an environment where top-tier advisers are thriving internationally.If you’ve been thinking about taking your career to the next level, ask yourself: Are you ready to go global?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