Hoxton Wealth

Hoxton Life

Business EN ↓ 67 episodes

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 n...

Author

Hoxton Wealth

Category

Business

Podcast website

www.buzzsprout.com

Latest episode

Jun 19, 2026

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Episodes

A Simple Guide To Investing In Your 20s - with Ellie Gracie 02.04.2025

Investing can feel overwhelming in your 20s, but it doesn’t have to be. In this episode, Ellie Gracie, a 23-year-old Client Relationship Manager at Hoxton Wealth, breaks down the essentials of getting started with investing - without overcomplicating things. Working directly with CEO Chris Ball, Ellie has seen firsthand how smart financial decisions early on can set the foundation for long-term we...

Entrepreneur vs. Intrapreneur: How Financial Planners Can Scale Without the Headaches - with Moheen Ahmed 27.03.2025

What if the thing holding you back isn’t your talent - but your business model? Moheen Ahmed had everything a financial planner could want - an established practice, a strong client base of C-level executives and business owners , and over £1M+ in investable assets per client . But as his business grew, so did the burden - compliance, recruitment, and admin pulled him away from what he loved most:...

How Mentorship Shapes a Financial Planning Career - with James Trewren 19.03.2025

What if the biggest risk in your career was never taking one at all? Most people want success - but how many are actually willing to leave behind everything familiar to chase it? James faced that exact question growing up in Cornwall, where life is slow, comfortable, and deeply rooted. Most people stay. He chose to leave. His journey took him from a quiet coastal town to London, then to Qatar, and...

What's Next For Hoxton Wealth in 2025? - with Chris Ball 13.03.2025

Hoxton Wealth has been making waves in financial planning, and in this episode of Hoxton Life, our CEO Chris Ball shares exactly how the firm is shaking up the industry. From record-breaking growth to a bold new brand identity, 2024 was a turning point - so what’s next? Chris reveals how we went from an underdog to a powerhouse, hitting £2.13 billion in AUM and £20 million in revenue. He breaks do...

Moving to Dubai? Here’s Why Financial Planning is Essential! - with George Stainton 06.03.2025

In this episode of Hoxton Life , we sit down with George Stainton, a financial planner at Hoxton Wealth, to explore why financial planning is crucial for expats. Based in Dubai, George advises both UK and US expats on cross-border financial strategies, tax planning, and wealth management. We discuss the dangers of delaying financial planning, the benefits of an international approach, and real-lif...

How to Become a Financial Planner in 2025 – Trainee Pathway Explained! 04.03.2025

🚀 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...

Hoxton Wealth's USA Expansion - Taylor Sallery 28.02.2025

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...

The Truth About Selling Your Financial Planning Business – What You Need to Know - with Tom Maddison 25.02.2025

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 now The b...

Moving to France Made Easy: Expert Tips for Americans & Brits 19.02.2025

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 ,...

How Linda and Laura Are Beating the Odds in Financial Planning (From South America to the UK) 10.02.2025

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...

Pensions for Expats in the GCC: What You Need to Know - with Ravi Gill and Thomas Goldie 06.02.2025

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...

How to Set Kids Up for a Life Without Money Stress - with Ben Bolger 03.02.2025

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 o...

Building One Global Financial Planning Company: Hoxton Wealth’s Vision - with Jonathon Jay and Jacob Hall 30.01.2025

Episode Overview In this episode of Hoxton Life , host Sam Oakes sits down with Jonathon Jay (Director of UK Advice) and Jacob Hall (Global Head of Advisory, based in Dubai) to discuss how Hoxton Wealth is redefining financial planning on a global scale. With a presence across multiple jurisdictions, Hoxton is focused on collaboration, shared learning, and replicating best practices worldwide to e...

The Dangers of "Lifestyle Creep" in Dubai - with Dewi Evans 28.01.2025

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...

Promoted to Head of UK Paraplanning within 6 months at Hoxton Wealth - David Whitehouse 23.01.2025

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 interna...

Podcasting and Content Creation at Hoxton Wealth - with Sam Oakes 20.01.2025

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 r...

How Tommy Built £70 Million AUM: The Power of Teamwork in Financial Planning 16.01.2025

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 Hoxt...

Essential Tax Tips for UK Expats Moving to Dubai with Dan Abbott of Hoxton Wealth 13.01.2025

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...

Work-Life Balance for Female Financial Advisers in Dubai: Tips and Strategies with Michaela Vandepeer & Andrianna Rawlings 09.01.2025

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...

Why Business Development Should Be Every Trainee Financial Planners First Lesson - with Kane Tucker 06.01.2025

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...

Teamwork Makes the Dream Work – Building a Successful Financial Planning Team 03.01.2025

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...

From Mountain Biking to Trainee Financial Planner at Hoxton Wealth - Tom Streader 16.12.2024

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 expe...

How Much Can I Earn As A Trainee Financial Planner? - With Oliver Jaap 12.12.2024

💸 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 , Oli...

High Net Worth International Financial Planning at Hoxton Wealth With Jonathan Brookes 09.12.2024

🌍 "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 exciting to 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-w...

Operations: The Backbone of Hoxton Wealth - With Louis Wixon 05.12.2024

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 t...

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