

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

Dec 16, 2024 • 40min
From Mountain Biking to Trainee Financial Planner at Hoxton Wealth - Tom Streader
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

Dec 12, 2024 • 36min
How Much Can I Earn As A Trainee Financial Planner? - With Oliver Jaap
💸 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

Dec 9, 2024 • 38min
High Net Worth International Financial Planning at Hoxton Wealth With Jonathan Brookes
🌍 "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

Dec 5, 2024 • 27min
Operations: The Backbone of Hoxton Wealth - With Louis Wixon
Unlock the secrets to a successful career transition as we chat with Louis, a former golf professional who capitalized on his passion for sports to steer his way into the financial services industry. Learn how his journey from the Abu Dhabi Golf Club to a significant role at Hoxton Wealth unfolded, revealing the strategies behind migrating a complex portfolio of 150-200 client policies. Discover the unique networking tactics employed by his friend Jacob, which were instrumental in forging robust client relationships and accelerating Louis's career growth.Experience the dynamic culture of Hoxton Wealth, where mentorship and diversity fuel an environment ripe for innovation and growth. We discuss how leaders like Jacob and Charlie bring distinct perspectives—relationship-building and sharp business acumen—to guide their team towards ambitious international goals. The conversation shines a spotlight on the crucial administrative team, whose efforts ensure a seamless multicultural workplace, maintaining operations and supporting advisors in a high-pressure yet fulfilling atmosphere.As we look to the future, Louis shares his aspirations for growth and the collective spirit that underpins Hoxton Wealth's success. From shared beginnings in challenging conditions to ambitious targets for 2027, the focus remains on streamlining processes and enhancing client experiences through technology. We wrap up with Louis reflecting on the personal and professional support that's been pivotal in his development, underscoring the power of collaboration and mentorship in building a thriving business environment.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

Dec 2, 2024 • 60min
Financial Planner Pathway - Why 5 years as a Trainee is now paying Dividends! - Ravi Gill - Hoxton Wealth
In this episode of The Hoxton Life, we dive into the inspiring journey of Ravi Gill, a UK-qualified Financial Planner at Hoxton Wealth, based in Dubai. Having completed five transformative years in Hoxton’s Trainee Wealth Manager programme, Ravi is now thriving in his second year on the Financial Planner Pathway.Ravi shares with host Sam Oakes how the guidance and support from his mentors and trainers have been instrumental in his growth. From developing business acumen to navigating the challenges of international financial planning, their influence has played a vital role in his success. He also reflects on how mentoring others has sharpened his own skills, deepened his understanding of the profession, and strengthened his confidence.Ravi’s story is a testament to the power of discipline, resilience, and a strong support network. Through LinkedIn prospecting and converting leads generated by Hoxton’s marketing, he has built a robust foundation in business development—an essential skill for any aspiring financial planner. Alongside this, Ravi shares how his physical, emotional, and spiritual practices have enabled him to stay focused and thrive in a demanding industry.This episode offers an honest and motivational insight into the personal and professional growth required to succeed in financial planning. Ravi embodies the values of hard work, perseverance, and collaboration, offering a blueprint for anyone aspiring to follow a similar path.What we cover:How the Hoxton Wealth Trainee Wealth Manager programme shaped Ravi’s career and set him up for success.The gratitude Ravi has for the mentors and trainers who supported him and continue to guide him in his career.How mentoring others has helped Ravi sharpen his skills and gain deeper insights into financial planning.The importance of consistent prospecting and client acquisition in building a sustainable financial planning career.Why physical discipline, emotional resilience, and spiritual growth are critical for professional and personal development.Ravi’s reflections on his first year on the Financial Planner Pathway and how Hoxton Wealth’s career framework has empowered his success.Ravi’s journey highlights the unique opportunities and support available at Hoxton Wealth and provides invaluable advice for aspiring trainee financial planners looking to achieve 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

Nov 28, 2024 • 31min
The Dubai Life of a Chartered Financial Planner - With Jess Rooney of Hoxton Wealth
In this episode of Hoxton Life, Sam Oakes sits down with Jess Rooney, a Chartered Financial Planner (CFP) at Hoxton Wealth, to explore her inspiring journey from cabin crew with Emirates to achieving success in the financial planning profession in Dubai.Jess shares how she transitioned into financial planning, starting as a paraplanner and working her way up to becoming a CFP. She discusses the opportunities available for women in Dubai, dispelling common misconceptions about life and work in the city, and highlights the transformative power of qualifications and personal growth.Key takeaways include:How Dubai offers a progressive and empowering environment for women.The importance of qualifications, including the CFP, in building a successful financial planning career.The challenges and rewards of transitioning careers and working in an international financial hub.Advice for aspiring financial planners and those considering a move to Dubai.Quote from Jess:"Dubai is a place where ambition is celebrated, and women are encouraged to thrive—both in their careers and personal lives."If you’re considering a move to Dubai or a career in financial planning, this episode is packed with insights and inspiration.🎧 Listen now and connect with Jess Rooney on LinkedIn to learn more about her journey and explore opportunities in Dubai.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

Nov 25, 2024 • 35min
How to Sell a Financial Planning Business in the UK and Internationally - With Chris Ball & Sam Oakes Hoxton Wealth
In this episode of the Hoxton Life Podcast, Sam Oakes and Chris Ball explore the world of financial planning acquisitions, diving deep into how Hoxton Wealth is reshaping the future for retiring financial planners and accidental entrepreneurs. With a focus on the UK market, Hoxton Wealth is expanding its presence by acquiring financial planning businesses both domestically and internationally. Whether you're a retiring business owner ready to pass the baton, or an entrepreneur seeking relief from the operational pressures of running a business, Hoxton Wealth offers tailored solutions designed to ensure a smooth transition for you and your clients.Key topics include:Why Hoxton Wealth is acquiring financial planning businesses in the UK and abroad.The unique needs of retiring financial planners and accidental entrepreneurs.How Hoxton Wealth supports business owners with flexible options, including releasing equity early.The benefits of partnering with an international firm that prioritizes clients’ continuity of service.Leveraging innovative technology like the Hoxton Wealth App to enhance the client experience.Join Sam and Chris as they discuss the ethical considerations, emotional journey, and practical steps involved in selling your financial planning business.Who This Episode is For:Financial planners considering retirement or selling their business.Entrepreneurs looking to offload operational responsibilities while focusing on client relationships.Anyone interested in understanding Hoxton Wealth’s acquisition strategy and how it benefits clients and advisers alike.Connect with Us:Reach out to Sam Oakes or Chris Ball on LinkedIn for a confidential discussion about selling your business or joining Hoxton Wealth.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

Nov 21, 2024 • 39min
Financial Planning Careers in Australia with Emma Norton Selzer (UK Expat) - Hoxton Wealth
In this engaging discussion, Emma Norton Selzer, Head of Australia at Hoxton Wealth and an expert in financial planning, shares her experiences as a UK expat in Sydney. She highlights why Australia, with its lively outdoor culture, is a hotspot for expatriates. Emma also delves into the exciting opportunities in the financial planning field, especially regarding UK pension transfers. The conversation touches on the innovative Hoxton Wealth app and the importance of personal relationships in financial services, offering valuable insights for aspiring financial planners.

Nov 18, 2024 • 59min
£80 Million AUM in 6 Years - UK Expats and the US Financial Planning Market with Matt Dean
Matt Dean, Co-Founder and Managing Partner at Hoxton Wealth, specializes in advising UK expats in the US and built an impressive £80 million in assets in just six years. He discusses the power of niche markets, shedding light on the unique financial challenges faced by expatriates. With over 10 million individuals navigating cross-border lives, Matt emphasizes innovative technologies that enhance wealth management and the importance of personalized advice. His insights about financial planning and the growing expat advisory market are both timely and inspiring.

Nov 14, 2024 • 44min
International Financial Planning Careers at Hoxton Wealth
In this episode of Hoxton Life, host Sam Oakes sits down with Oliver Gorman, Head of Recruitment at Hoxton Wealth, to explore what it takes to thrive in a dynamic, international financial planning career. Hoxton Wealth offers a unique platform for financial planners, paraplanners, and professionals in operations, technology, and compliance to grow and succeed in a supportive and innovative environment.Hoxton’s global footprint includes licenses in the UK, Europe, USA, South Africa, Asia, and Australia, enabling financial planners to deliver seamless cross-border advice. With cutting-edge tools like an in-house CRM and the Hoxton Wealth App, advisers can simplify client management and enhance the retirement planning experience.Hoxton fosters a culture of collaboration, bringing together financial planners, paraplanners, and specialists across tech, operations, and compliance to achieve success. The company thrives on attracting individuals with a growth mindset, resilience, and a passion for client acquisition. Whether you’re looking to grow your career in the UK or take on opportunities in Dubai, Asia, or Australia, Hoxton provides the infrastructure, mentorship, and tools to help you succeed.Cutting-edge technology tailored for cross-border advice.Strong internal marketing and lead generation support.Opportunities to work internationally or expand within the UK.Hoxton Wealth isn’t just a place to work—it’s a platform for ambitious professionals to innovate, grow, and redefine their careers on a global stage.Discover how Hoxton Wealth can support your career journey. Explore opportunities at hoxtonwealth.com/careers.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