Hoxton Life

Most business owners spend years building their company. Far fewer spend the same amount of time planning what happens next. In this episode of Hoxton Life, Chris Ball sits down with Regional Director Stuart McDonald to discuss the financial planning challenges business owners face throughout their journey - from building and growing a business, to extracting wealth tax-efficiently, protecting the...

In this episode of the Hoxton Life Podcast, Julia Duke-Vinton sits down with Purnima Anand to discuss her 18-year career journey - from starting in corporate sales in India to building a successful career as an international financial adviser. Purnima shares what it was like entering a heavily male-dominated industry, the pressure she felt to prove herself early in her career, and how hard work, p...

Most of our advisers spend their careers advising globally mobile clients. But it’s very different when you become one. In this episode, Lewis Paterson shares what changed when he left the UK to work overseas, built his career as an international financial adviser, and then returned.  Experiencing the realities of moving countries firsthand - from navigating different systems to understanding the...

Most people underestimate what it takes to build a career in financial planning. It’s not just about passing exams or learning technical knowledge. In this episode, Matt Morgan sits down with Jacob Hall to share his journey from trading into financial planning, and what he’s learned from advising, leading teams, and now developing the next generation of advisers. We get into the reality of how car...

Is paraplanning just a "support role," or is it the ultimate training ground for future advisers?  Too often, the path from trainee to planner is treated like a mystery. In this episode of Hoxton Life, CEO Chris Ball sits down with Georgia Thomas and Andrianna Rawlings - two paraplanning professionals who have spent 4+ years mastering the craft - to discuss the reality of career progress...

How do you build a financial planning career that actually lasts? Many people enter the international advice space looking for a "quick win," but few have the discipline to still be at the top of their game 11 years later. In the latest episode of Hoxton Life, partner and Senior Financial Planner Lloyd Simpson joins Jacob Hall (Global  Head of Advisery) to break down the transition from...

“Tax is like a spider’s web... If you pull on one strand, it moves somewhere else.” Most professionals work incredibly hard to build wealth, but few have a strategy to access it efficiently. In the latest episode of Hoxton Life, Andrew Robinson (Chartered Tax Adviser at STS Europe) explains why tax advice isn't enough if it doesn't align with what you actually want for your family. We co...

How do you turn a "job" into a lifelong career in just 24 months? Lalith Mangalarapu is back for his second appearance on Hoxton Life, and his progress is a masterclass for anyone looking to break into the financial planning profession. Two years ago, Lalith was just starting his journey. Today, he has passed key exams, is actively conducting client fact finds, and has shifted his mindse...

"Show me your bank account, and I will show you what is important to you." How do you answer the most profound question from your clients: How much is "enough" to live the lifestyle I want? In the latest episode of Hoxton Life, Stuart McDonald (Regional Director at Hoxton Wealth) breaks down why true financial planning is about becoming an "expert in the client," not...

From $900M in organic growth to walking away from bad deals... this is the unfiltered reality of scaling a global financial planning firm. In our final episode of 2025, CEO Chris Ball sits down with Jonathon Jay (Managing Director of Hoxton Wealth UK), Charmaine Lotz (Global Head of HR) and Matthew Morgan (Global Advice Manager) breaks down exactly how Hoxton Wealth hit $4B AUM (up 33% YoY) and th...

Most people move abroad for opportunity; higher income, lower tax, better lifestyle. But if you spend 10 years overseas without investing, without planning and without a strategy, you often return home worse off. In the latest episode of Hoxton Life, Jacob Hall sits down with Ravi Gill to speak on his journey from trainee to now managing over £40M in assets under management - and the fundamental s...

Divorce is undoubtedly one of life's most difficult journeys, and often the financial planning required is an afterthought. On this episode of Hoxton Life, we're joined by Senior Financial Planner Hulya Gunay to discuss this incredibly important and sensitive topic.  Bringing over 15 years of banking experience, Hulya Gunay shares her expertise and her own personal story to highlight the...

What does it actually take to build a successful career in international financial planning? In this episode of Hoxton Life, we introduce the fourth cohort of our Trainee Wealth Manager (TWM) program. Our Global Head of Advisory, Jacob Hall , sit down with Darsh, Harry, Shane, and Roman to discuss their experience in the first 16 weeks - the period of progress that transforms ambition into a tangi...

In this latest Hoxton Life episode, Chris Ball, Jonathon Jay, and Jacob Hall reveal the strategy behind Hoxton Wealth's incredible growth, including hitting nearly £1 BILLION in organic revenue in just two years. We pull back the curtain on the challenges every scaling business faces, emphasising that success is built on resilience, a relentless focus on AUM, and a culture of collaboration, n...

At Hoxton Wealth, growth only matters if clients remain at the heart of everything we do. In this episode of Hoxton Life, Simon Pitkin shares his 30+ years of experience in client servicing and explains how we’re building a model that blends technology with personal, human connection. From simplifying processes to ensuring clients have direct, 24/7 access to support, Simon breaks down what truly c...

Do you know what happens to your assets when you pass away?  Many people assume that estate planning is only for the "uber wealthy" or a way to avoid inheritance tax. On a recent episode of the Hoxton Life podcast, we sat down with one of our specialist estate planning advisers, Jack Povah, to demystify trusts, wills, and estate planning. In this powerful conversation, Jack shares why es...

What really happens when two established international financial planning firms come together? In this special episode of Hoxton Life , we sit down with Trevor Keidan , Founder of Infinity Financial Solutions, and Oliver Gorman , Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the com...

Thinking of transferring your UK pension while living overseas? Before you touch your defined benefit scheme, listen to this. In this Hoxton Life episode, Jess Rooney (Chartered Financial Planner) breaks down the complexities of transferring a final salary pension - especially for expats. From currency risk and tax issues, to the emotional shock of investment losses, Jess shares why this isn’t a d...

In this episode, Chris Ball from Hoxton Wealth sits down with Thomas Becket , Chief Investment Officer at ⁠ Canaccord , for an honest conversation about what it takes to invest confidently when markets are messy. Tom has over two decades of experience managing money through good times and bad. He shares how Canaccord builds portfolios that stay balanced, protect against inflation, and don’t get ca...

In this episode of the Hoxton Life podcast, Chris sits down with Freddie Streeter from Pacific Asset Management to unpack the thinking behind a powerful new partnership.  Together, they've built five risk-rated portfolios designed not around spreadsheets, but around real people - grounded in simplicity, discipline, and behavioural insight. They discuss: Why " alpha is in the advice &quot...

Welcome to the podcast from Hoxton Wealth - honest conversations on life, finance, and building wealth across borders. What really happens when you move your business to Dubai? This week on Hoxton Life , Chris Ball sits down with chartered accountant and entrepreneur Jeri Williams (Smooth Accounting) to separate fact from fiction. They cover: The biggest tax myths people fall for Why you can'...

What REALLY Happens in a Financial Planning Meeting? | Bobby Sahota | Hoxton Life Podcast Most people think financial planning is just about numbers, pensions, and investment charts. But what if it's actually the first step toward peace of mind, freedom, and even early retirement? In this episode of Hoxton Life, Sam Oakes sits down with Bobby Sahota from Hoxton Wealth to explore what really h...

In this deeply personal episode of Hoxton Life , Sam Oakes sits down with Jonathon Jay , Managing Director of Hoxton Wealth UK, to explore a story that spans continents, hardship, neurodiversity and career reinvention. From a luxury childhood in Saudi Arabia to starting over in Liverpool with just £70, Jonathon’s journey is one of grit, honesty and purpose. He opens up about how his father’s sudde...

" I Didn’t Realise How Big This Could Be Until I Joined” - Stuart McDonald’s Story at Hoxton Wealth In this episode of Hoxton Life , Sam Oakes heads to Liverpool to sit down with Stuart McDonald, a financial planner who made a bold move after 14 years in the industry. Stuart left a comfortable position at a traditional firm to join Hoxton Wealth - and within just one year, he's now Direc...

The Financial Planner Who Leads with Purpose - Featuring Teresa Dunning, Hoxton Wealth In this episode of Hoxton Life , I sit down with Teresa Dunning , Financial Planning Director at Hoxton Wealth , to talk about what it truly means to build a career around impact - not just numbers. Teresa has carved out a unique path in the financial planning profession, specialising in two powerful niches: Sup...