Hoxton Life

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 after you've passed away". He breaks down the importance of taking that first step, dispels common misconceptions, and explains why a proper plan can be easily updated as your life changes.

This episode is a must-listen for anyone interested in financial education and securing their family's future. What's one question you have about estate planning?

Let us know in the comments below! 👇

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 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 past, protecting client trust, and accelerating growth across global markets.

In this episode we discuss:

• Why cultural alignment matters more than numbers in M&A
• How to build a seamless client experience during acquisition
• The legacy Infinity built - and how Hoxton plans to honour it
• Why Southeast Asia is key to Hoxton’s international strategy
• Lessons for founders thinking about exit or scale
• What advisers can expect post-acquisition - and what it means for their future

Whether you’re a business owner thinking about succession, or an adviser curious about international opportunities - this episode is definitely one to watch.

🎧 Listen now on YouTube, Spotify, or Apple Podcasts.
📩 Want to speak with our M&A team? Message us directly.

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

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 regulatory advice protects you from irreversible mistakes.

If you’re advising international clients or thinking about your own retirement, this is one to watch.

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, 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 real-world outcomes
• Why fixed income is finally interesting again
• What inflation-plus returns really mean for long-term investors
• How diversification should actually work
• And how the partnership between Hoxton Wealth and Canaccord helps clients stay calm and on course

If you're wondering how to stay invested without second-guessing every headline, this is the episode for you.

Search Hoxton Life on Spotify or Apple to listen on the go.
Want a copy of Tom’s “Turbulent 20s” white paper? Message us and we’ll send it your way.

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, 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 means
• How PAM’s technology supports clearer, faster communication
• How Hoxton’s planning philosophy shaped the portfolios
• The importance of staying invested and avoiding emotional decisions

This isn’t just an investment strategy. It’s a modern approach to financial planning, co-created for long-term 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

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't just ‘say’ you run your business from Dubai
• The five-year rule, HMRC scrutiny, and split-year residency traps
• Real-world success stories and mistakes to avoid

Jeri shares her own experience, as well as practical advice for those genuinely considering relocating their business, life, or family to Dubai.

If you’re planning a move or need help with international tax or financial planning, speak to us at Hoxton Wealth. We’ll connect you with trusted experts and guide you through it.

📚 Jeri’s book Moving to Dubai is coming soon - follow her on LinkedIn or watch for it on Amazon.

🎧 Subscribe to Hoxton Life on Spotify, Apple Podcasts, or YouTube

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 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 conversation can reshape your life.

We hear the incredible story of a couple who thought they had to work for 10 more years - until Bobby helped them see they could retire now. Within a year, they were off their meds, living by the coast, and finally enjoying life.

Sam also opens up about his own experience and the shame that kept him from creating a financial plan - despite working in the industry for years.

🎧 Expect to learn:

• What to expect in your first planning meeting
• How Bobby helps uncover what really matters
• Why financial planning is more emotional than you think
• How it can help you retire earlier than you thought possible

🔗 Book your own meeting with Hoxton Wealth: https://hoxtonwealth.com/contact
📌 Subscribe for more real conversations about money, mindset, and living a life on your terms.

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 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 to a career that finally aligned with his strengths and values.

Now leading a rapidly growing team at Hoxton Wealth UK, Jonathon shares how he is building a culture for intrapreneurs: advisers who want more freedom, more opportunity and more meaning without having to go it alone.

If you are a financial adviser looking for growth, a deeper connection to your work, or just a real story about leadership done differently, this one is for 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

"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 environment that finally matched his ambition.

In this episode, Stuart opens up about:

• Why he left his old firm after 8 years
• How he built a niche working with professional footballers, coaches, and club executives
• The growing demand for international financial planning - and how Hoxton makes it seamless
• Why intrapreneurship at Hoxton beats going it alone
• What it’s really like building a practice inside a fast-growth, supportive business

“There’s a lot of noise around athletes - my job is to help them tune it out and focus on their future,” Stuart says.

This episode is for financial planners who feel stuck. For those who want the freedom to grow, but not the stress of going solo. For the entrepreneurial thinkers who are ready to build something bigger - with the right people around them.

Watch the full episode now. And if you're curious about what intrapreneurship looks like at Hoxton, search Hoxton Life on Spotify, Apple, or YouTube.

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

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 planning
• Advising families affected by clinical negligence and personal injury, through court of protection and lifetime care planning

She shares how her journey started in retail banking, how she became Chartered, and why she made the decision to join Hoxton Wealth in 2024.

We discuss:

• What it’s like working within Hoxton Wealth’s intrapreneurial adviser model
• Why professional connections have been the foundation of Teresa’s success
• How she launched a seminar for the agricultural community—backed by Hoxton
• The emotional depth of working with vulnerable families through legal processes
• Her plans to mentor the next generation of financial planners

Teresa’s story is one of purpose, proactivity, and personal growth. It’s also a clear look at what’s possible when advisers are given the space, tools, and support to build something of their own.

Whether you’re an aspiring financial planner or a seasoned IFA looking for a new way forward, this episode will leave you inspired.

🎥 Watch the ⁠docu-story and more episodes on YouTube: Search “Hoxton Life”

🎙️ Or listen now on Spotify and Apple Podcasts.     

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