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 challenges, from subtle financial control in a relationship to the opportunities for a fresh start. ...

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 tangible career path. They share a transparent look at the program's structure and the culture of rap...

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, not competition. Key insights covered in this episode, especially for Financial Planners, Leaders, an...

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 creates trust and loyalty in financial planning. During their discussion, Simon Pitkin and Chris...

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 estate planning is so important for everyone and how it's possible to "carry on managing assets even a...

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 company's history. This episode explores how two firms came together with a shared focus: honouring the...

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 decision you make lightly. She also explains why FCA red tape exists - and how the right regul...

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 caught up in short-term hype. Chris and Tom cover: How Canaccord’s approach focuses on consistency and...

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"The rise of passive investing and what it really meansHow PAM’s technology supports clearer, faster communic...

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 forWhy you can't just ‘say’ you run your business from DubaiThe five-year rule, HMRC scrutiny, and split-year residency...

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 happens in a financial planning meeting. No jargon. No pressure. Just an honest look at how one convers...

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 sudden business loss shaped his understanding of financial stability, and how living with ADHD led him t...

"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 Director of the Liverpool office. But this isn’t just about a new job title. It’s about stepping into an environme...

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: Supporting farming families with succession and inheritance tax planningAdvising families affected by c...

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 wealth. She shares her career journey in financial services as a young woman, the misconceptions th...

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: working with clients. Mo had to make a decision: Stay independent and manage it all alone? ...

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 finally to Dubai - where he became employee number 15 at Hoxton Wealth and built a career in int...

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 down why our company rebrand was more than just a name change and how Hoxton is investing heavily i...

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-life success stories of expats who transformed their financial futures. Key Takeaways: Expats often u...

🚀 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 how the Pathway Programme works, why it’s different, and how it’s already producing some of the ...