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

Financial Planner Pathway - Why 5 years as a Trainee is now paying Dividends! - Ravi Gill - Hoxton Wealth 02.12.2024

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 tr...

The Dubai Life of a Chartered Financial Planner - With Jess Rooney of Hoxton Wealth 28.11.2024

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...

How to Sell a Financial Planning Business in the UK and Internationally - With Chris Ball & Sam Oakes Hoxton Wealth 25.11.2024

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. ...

Financial Planning Careers in Australia with Emma Norton Selzer (UK Expat) - Hoxton Wealth 21.11.2024

🌏 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...

£80 Million AUM in 6 Years - UK Expats and the US Financial Planning Market with Matt Dean 18.11.2024

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 un...

International Financial Planning Careers at Hoxton Wealth 14.11.2024

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 enviro...

Employed Trainee Financial Planner Career at Hoxton Wealth 11.11.2024

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 s...

Becoming a Trainee Wealth Manager at Hoxton Wealth - From the UK to Dubai 07.11.2024

Becoming a Trainee Wealth Manager at Hoxton Wealth Host: Sam Oakes, Head of Creative at Hoxton Wealth Guest: Joe Cookney, Trainee Wealth Manager at Hoxton Wealth, Dubai In 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 pl...

From UK to Dubai: Jack Povah's Career Guide to Estate Planning with Hoxton Wealth 04.11.2024

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...

Why I Moved to France as a Chartered International Financial Planner with Hoxton Wealth - Mike Yuille 31.10.2024

Join us as we explore Micheal Yuille's fascinating journey, filled with unexpected turns and valuable life lessons. From choosing the scenic charm of Cape Town over Joburg to navigating the financial landscapes of Africa and Europe, along the way, we'll unravel his Chicken Tuesday LinkedIn marketing strategy and ask the burning question: Lucky Clucker or a Marketing Genius? check out the...

From Tree Surgeon to Trainee Wealth Manager: Nick Champion's Career Transition and Growth Mindset 28.10.2024

In this episode of Hoxton Life, our host Sam Oakes explores the inspiring journey of Nick Champion, who transitioned from being a tree surgeon to a trainee wealth manager at Hoxton Wealth .  Nick is based in our St Albans office in the UK, and is team leader for the trainee wealth manager team.  Nick’s experience highlights the importance of resilience, adaptability, and transferable skills in nav...

Tips for Building Business Partnerships in Financial Planning, With Lucy Driscoll Partnership Manager at Hoxton Wealth. 21.10.2024

In this episode of Hoxton Life , Lucy Driscoll, Strategic Partnerships Manager at Hoxton Wealth, shares her innovative approach to growing an international network by thinking beyond traditional introducers and tapping into niche markets. She explains how partnerships with businesses like relocation firms have helped Hoxton expand globally, offering financial planners unique insights into diversif...

From Private Banking to Paraplanning in Dubai: Andrianna Rawlings on Career Growth at Hoxton Wealth 18.10.2024

In this episode of Hoxton Life, Andrianna Rawlings, Paraplanner at Hoxton Wealth, shares her personal career journey, speaking on the critical skills and lessons that have helped her develop in the world of international financial planning. Touching on the importance of continuous professional development (CPD) and the vital role of technology, Andrianna’s insights offer valuable takeaways for any...

Building Trust in Financial Planning: Navigating UK Compliance with Gemma Chambers 14.10.2024

In this episode of Hoxton Life, Gemma Chambers - our Head of UK Compliance at Hoxton Wealth - discusses the critical role of compliance in financial planning and how it impacts the wider operations of a global financial planning company. She emphasises that compliance is not just about adhering to regulations but also about building trust and credibility with clients. By making compliance concepts...

"Intrapreneurial" Financial Planners: Jonathon Jay on Careers at Hoxton Wealth UK 07.10.2024

Join Sam Oakes, Head of Creative at Hoxton Wealth , and Jonathon Jay, Managing Director of the UK, in this engaging episode of the Hoxton Life podcast as they discuss the ambitious expansions at Hoxton Wealth. Jonathon shares insights on his remarkable success since joining, including strategic acquisition plans to grow our assets under management by billions within the next few years. We also cel...

$2 Billion in 6 Years: How Alan Turner Helped Hoxton Wealth Grow With Financial Planning Marketing 30.09.2024

Ever wondered how a financial planning company scales up to managing $2 billion in just 6 years?  Join us on the first episode of Hoxton Life as we sit down with Global Marketing Director, Alan Turner, who reveals the high-impact strategies behind Hoxton Wealth’s exponential growth. Sam Oakes (Head of Creative at Hoxton) and Alan explore the vital role of international financial planning, the unpa...

Welcome to the Hoxton Life | Trailer 27.09.2024

Our careers 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 Li...

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