Hoxton Life

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

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

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

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

🌏 What’s better than great financial advice? Great financial advice with a view of Sydney Harbour! 🏖️On this week’s episode of the Hoxton Life podcast, we’re shaking things up as Alan Turner, our Head of Marketing, takes over as host. And where better for his debut than Down Under in sunny Sydney? 🇦🇺Alan sits down with our Head of Australia, Emma Selzer, to dive into what makes the Australian financial planning market so unique—and why Brits are packing their bags and making the move to one of the world’s most sought-after destinations.Here’s what we covered:➡️ Why Australia? Emma shares the incredible lifestyle, outdoor culture, and opportunities that make Australia a dream destination for so many.➡️ Opportunities in Financial Planning: Learn why Hoxton Wealth’s expertise in UK pension transfers and cross-border advice is in high demand, and how financial planners can make their mark in Australia.➡️ The Hoxton Wealth App: Alan and Emma discuss how our app is simplifying financial management for clients across the UK and Australia, offering real-time insights and multi-currency tools.➡️ Face-to-Face Matters: The importance of building trust and relationships through in-person interactions, and why our seminars in Sydney have been such a hit.📢 Are you ready to take your career Down Under? Whether you’re a financial planner looking for an exciting new opportunity or simply curious about life as an expat, this episode is packed with insights and inspiration.📲 Catch the full episode on YouTube or your favourite podcast platform today!👉 Interested in joining the Hoxton Wealth team in Australia? Drop us a message—we’re hiring and would love to hear from 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

In this episode of the Hoxton Life podcast, I sit down with Matt Dean, Co-Founder and Managing Partner at Hoxton Wealth, to explore his incredible journey from starting a business with no clients to managing £80 million in assets under management (AUM) in just six years. Matt shares how he carved out a highly profitable niche advising UK expats living in the US and explains why specialising can unlock unparalleled opportunities in the world of financial planning.We delve into the growing expat market, with millions of UK and US citizens seeking international advice as they navigate life and retirement across borders. Matt also reveals how Hoxton Wealth’s multi-jurisdictional licences and cutting-edge technology allow advisers to seamlessly manage global client portfolios, all while leveraging the flexibility of remote work. Whether you’re an adviser looking to expand your career or an expat seeking clarity on your financial future, this episode offers invaluable insights into the power of global advice.What’s Covered in This Episode:Matt’s Career JourneyHow Matt went from zero clients to £80 million AUM in six years.The impact of his Series 65 qualification, enabling him to advise US-based clients while working from the UK.The Power of Niching DownWhy specialising in UK expats in the US has been a game-changer.Insights into the underserved UK-US expat market and its unique challenges.Expat Opportunities and Growing TrendsOver 5 million UK citizens and 5.5 million Americans living abroad.Key drivers behind rising emigration, including economic opportunities, tax advantages, and quality of life improvements.Predictions for continued growth in the global expat market.Global Advice Made SimpleHow Hoxton Wealth’s multi-jurisdictional licences empower advisers to serve clients across borders.The role of innovative technology, such as the Hoxton Wealth app, in aggregating and managing global assets.Lessons for Advisers and ExpatsThe importance of early financial planning for international clients.How Matt’s concierge-style service helps clients navigate complex cross-border financial landscapes.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 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

Episode Summary:In this episode of the Hoxton Life Podcast, host Sam Oakes welcomes Chris Ball, CEO of Hoxton Wealth, and Jacob Hall, Global Director of Advisory, to explore the Hoxton Wealth Financial Planner Pathway Programme. This unique training programme is crafted to offer aspiring financial planners a structured, supported route to success on a global scale. The episode delves into the specific stages of this pathway, the mentorship involved, and the opportunities it provides, from technical training to real-world client relationship skills and business development.Key Topics Discussed:About the Hoxton Wealth Financial Planner Pathway ProgrammeThe programme is divided into four flexible stages, beginning with six months in the UK before moving internationally.Each stage is designed to build specific skills and develop well-rounded professionals who can handle both technical and client-facing aspects of the job.There is no fixed timeline, allowing trainees to advance at their own pace, with some spending four to five years in the trainee role to fully develop their expertise.Mentorship and Structured TrainingTrainees are paired with experienced financial planners who provide mentorship, guidance, and feedback.The programme goes beyond technical training to cover essential skills like prospecting, relationship building, and client service.Hoxton's leadership team is actively involved in training, sharing insights and strategies on growing a client base and building strong client relationships.Focus on Business Development and ProspectingHoxton Wealth invests heavily in lead generation, providing trainees with a steady flow of inbound leads, allowing them to develop strong business habits from the start.Prospecting is a key focus, with trainees learning the art of client development, which sets them up for a sustainable career.Career Growth and Earning PotentialThe pathway offers substantial earning potential, with average earnings expected to grow from £34,000 in the first year to around £120,000 after several years in the role.High performers have the opportunity to exceed these figures, with a focus on long-term career growth and potential for leadership roles.International Opportunities and Global ReachWith offices in Dubai, the UK, the USA, Australia, and beyond, Hoxton Wealth provides planners with the chance to work internationally, supporting international clients.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

Becoming a Trainee Wealth Manager at Hoxton WealthHost: Sam Oakes, Head of Creative at Hoxton WealthGuest: Joe Cookney, Trainee Wealth Manager at Hoxton Wealth, DubaiIn this episode of Hoxton Life, Sam Oakes sits down with Joe Cookney, a trainee wealth manager, who shares his journey from Hoxton’s UK office to Dubai. Joe offers insights into Hoxton’s structured pathway for trainee financial planners, highlighting hands-on experience, mentorship, and Hoxton’s innovative app that simplifies retirement planning for clients.Key Highlights:Early Career Path: Joe discusses how his interest in financial planning shaped his educational and career choices, leading him to Hoxton.Learning by Doing: Hoxton prioritises real-world training, where trainees engage directly with clients to build relationship skills and industry expertise.Tech-Driven Financial Planning: Hoxton’s app enables clients and advisers to monitor financial goals and understand retirement needs.International Experience: Joe discusses the opportunities of working in multi-jurisdictional financial planning, serving clients across the UK, US, and beyond.Supportive Culture and Career Growth: A blend of mentorship, performance-related pay, and a collaborative team environment at Hoxton fosters growth and success.Tune in to this episode to learn more about starting a career with Hoxton Wealth! Ready to begin your journey? Apply now for the Trainee Wealth Manager role and join a team dedicated to your professional 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 Hoxton Life episode, we discuss the remarkable journey of Jack Povah, one of our Wealth Managers, and the driving force behind Hoxton Wealth's estate planning division. From starting out part-time while studying in Liverpool to a significant career shift in Manchester during the pandemic - Jack reflects on how adapting to online learning environments opened up new professional avenues, eventually leading him to a specialised focus on estate planning. His bold move to Dubai to join Hoxton Wealth was driven by his growth mindset and rooted in a strong family work ethic.At Hoxton Wealth, Jack has taken full ownership of the estate planning division, distinguishing himself as a trusted adviser despite his young age. By carving out a niche in estate planning, he has become the go-to expert for clients seeking clarity in complex cross-border scenarios. Jack discusses how identifying a micro-niche not only adds value to clients but also reinforces his own career growth. His disciplined approach and dedication to personal and professional success have solidified his reputation at Hoxton.Listeners will gain insights into how Jack balances professional ambition with his personal interests. For Jack, his passion for golf has played an unexpected role in networking and advancing his career. This episode is an inspiring look at how young professionals can leverage their unique interests and skill sets to make meaningful contributions to the financial planning profession. If you're interested in a career within the estate planning profession, visit our Careers page for more information.Watch the full episode on YouTube now.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