Hoxton Life

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 intrapreneurial model have driven their success.

Key topics include:

• The journey from BDM to financial planner and paraplanner
• Challenges and rewards of letting go and trusting your team
• The evolving role of paraplanners in international financial planning
• Building a “practice within a practice” at Hoxton Wealth
• Career development, including Georgia’s studies toward her Australian financial planning qualifications

What You'll Learn:

• How to effectively structure a financial planning team for growth
• The benefits of a supportive, intrapreneurial model
• Tips for aspiring financial planners and paraplanners
• Why teamwork and shared goals are essential for success in financial services.    

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 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 experiences that facilitated his later transition into finance.
• The Role of Education: Explore Tom's decision to further his education in finance after realising his interests had evolved, and how this has impacted his professional growth.
• Importance of Formal Education: We discuss the necessity and benefits of obtaining a formal degree for a career in financial planning, drawing from Tom’s personal and professional experiences.
• Professional Development at Hoxton: Learn about Tom's development trajectory at Hoxton, from his beginnings as a trainee to becoming a key part of the leadership team, and the opportunities for growth that Hoxton offers.
• Building Long-term Client Relationships: Tom emphasises the critical role of long-term planning and relationship building in achieving success in financial planning.
• Expat Experience in Dubai: Hear about Tom's transition to working in Dubai, the challenges and opportunities of working internationally, and how it has shaped his approach to his career.

Why You Should Listen: Whether you’re considering a career change, curious about the transition from a passion-driven hobby to a professional career, or interested in learning about working abroad, this episode offers valuable insights into adapting to and excelling in new professional environments.

Join us to discover how passions can influence professional paths and how embracing change can lead to fulfilling career opportunities in financial planning.

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

💸 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, Oliver is embracing every challenge, including the part of the role most people shy away from: prospecting for new business. While others might find it daunting, Oliver genuinely enjoys this critical aspect, seeing it as an opportunity to connect with people and build the foundations for long-term success.

Beyond his own growth, Oliver mentors new trainees, guiding them through the demanding early stages of their careers. This includes his 18-year-old brother, who’s thriving in his first year as a trainee financial planner, honing his skills in business development under Oliver’s watchful eye.

When he’s not prospecting or mentoring, Oliver is chasing waves—whether it’s surfing Dubai’s beaches when the swell arrives, traveling to Bali for epic surf trips, or riding the perfect waves at the new Surf Abu Dhabi, the world’s largest inland surf center. His passion for adventure, on and off the board, mirrors his fearless approach to life and career.

💡 Ready to take on what others consider the toughest challenges? Tune in to the latest episode of Hoxton Life and discover how embracing the hard parts can lead to extraordinary 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

🌍 "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 excitingto 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-worth (HNW) clients across the globe. Jonathan is someone who’s seen it all—and he’s here to tell you why pivoting to international financial planning might be the most rewarding decision of your career.

Here are a few takeaways:
✅ Endless opportunities: Work with global clients in Dubai, the UK, the US, Europe, and beyond.
✅ Freedom to grow: Build a business within a business, supported by a framework that lets you focus on what matters—your clients.
✅ Excitement and purpose: Work in a profession that’s dynamic, fast-paced, and impactful.

Jonathan, who is leading the charge as Hoxton Wealth moves into the prestigious DIFC, is looking to build out a team of like-minded professionals. If you’re a qualified, ambitious financial planner eager to work with HNW clients and professional introducers, this could be your moment.

"Clients today are more educated than ever," Jonathan explains. "They’re looking for trusted advisors who can provide real value. If you have the expertise, the integrity, and the drive, there’s no limit to what you can achieve."

Hoxton Wealth is breaking boundaries, creating an environment where top-tier advisers are thriving internationally.

If you’ve been thinking about taking your career to the next level, ask yourself: Are you ready to go global?

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

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 the unique networking tactics employed by his friend Jacob, which were instrumental in forging robust client relationships and accelerating Louis's career growth.

Experience the dynamic culture of Hoxton Wealth, where mentorship and diversity fuel an environment ripe for innovation and growth. We discuss how leaders like Jacob and Charlie bring distinct perspectives—relationship-building and sharp business acumen—to guide their team towards ambitious international goals. The conversation shines a spotlight on the crucial administrative team, whose efforts ensure a seamless multicultural workplace, maintaining operations and supporting advisors in a high-pressure yet fulfilling atmosphere.

As we look to the future, Louis shares his aspirations for growth and the collective spirit that underpins Hoxton Wealth's success. From shared beginnings in challenging conditions to ambitious targets for 2027, the focus remains on streamlining processes and enhancing client experiences through technology. We wrap up with Louis reflecting on the personal and professional support that's been pivotal in his development, underscoring the power of collaboration and mentorship in building a thriving business environment.

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, 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 trainers have been instrumental in his growth. From developing business acumen to navigating the challenges of international financial planning, their influence has played a vital role in his success. He also reflects on how mentoring others has sharpened his own skills, deepened his understanding of the profession, and strengthened his confidence.

Ravi’s story is a testament to the power of discipline, resilience, and a strong support network. Through LinkedIn prospecting and converting leads generated by Hoxton’s marketing, he has built a robust foundation in business development—an essential skill for any aspiring financial planner. Alongside this, Ravi shares how his physical, emotional, and spiritual practices have enabled him to stay focused and thrive in a demanding industry.

This episode offers an honest and motivational insight into the personal and professional growth required to succeed in financial planning. Ravi embodies the values of hard work, perseverance, and collaboration, offering a blueprint for anyone aspiring to follow a similar path.

What we cover:

• How the Hoxton Wealth Trainee Wealth Manager programme shaped Ravi’s career and set him up for success.
• The gratitude Ravi has for the mentors and trainers who supported him and continue to guide him in his career.
• How mentoring others has helped Ravi sharpen his skills and gain deeper insights into financial planning.
• The importance of consistent prospecting and client acquisition in building a sustainable financial planning career.
• Why physical discipline, emotional resilience, and spiritual growth are critical for professional and personal development.
• Ravi’s reflections on his first year on the Financial Planner Pathway and how Hoxton Wealth’s career framework has empowered his success.

Ravi’s journey highlights the unique opportunities and support available at Hoxton Wealth and provides invaluable advice for aspiring trainee financial planners looking to achieve 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

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 opportunities available for women in Dubai, dispelling common misconceptions about life and work in the city, and highlights the transformative power of qualifications and personal growth.

Key takeaways include:

• How Dubai offers a progressive and empowering environment for women.
• The importance of qualifications, including the CFP, in building a successful financial planning career.
• The challenges and rewards of transitioning careers and working in an international financial hub.
• Advice for aspiring financial planners and those considering a move to Dubai.

Quote from Jess:
"Dubai is a place where ambition is celebrated, and women are encouraged to thrive—both in their careers and personal lives."

If you’re considering a move to Dubai or a career in financial planning, this episode is packed with insights and inspiration.

🎧 Listen now and connect with Jess Rooney on LinkedIn to learn more about her journey and explore opportunities in Dubai.

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, 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. 

Whether you're a retiring business owner ready to pass the baton, or an entrepreneur seeking relief from the operational pressures of running a business, Hoxton Wealth offers tailored solutions designed to ensure a smooth transition for you and your clients.

Key topics include:

• Why Hoxton Wealth is acquiring financial planning businesses in the UK and abroad.
• The unique needs of retiring financial planners and accidental entrepreneurs.
• How Hoxton Wealth supports business owners with flexible options, including releasing equity early.
• The benefits of partnering with an international firm that prioritizes clients’ continuity of service.
• Leveraging innovative technology like the Hoxton Wealth App to enhance the client experience.

Join Sam and Chris as they discuss the ethical considerations, emotional journey, and practical steps involved in selling your financial planning business.

Who This Episode is For:

• Financial planners considering retirement or selling their business.
• Entrepreneurs looking to offload operational responsibilities while focusing on client relationships.
• Anyone interested in understanding Hoxton Wealth’s acquisition strategy and how it benefits clients and advisers alike.

Connect with Us:

• Reach out to Sam Oakes or Chris Ball on LinkedIn for a confidential discussion about selling your business or joining Hoxton Wealth.

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’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 financial planning market so unique—and why Brits are packing their bags and making the move to one of the world’s most sought-after destinations.

Here’s what we covered:

➡️ Why Australia? Emma shares the incredible lifestyle, outdoor culture, and opportunities that make Australia a dream destination for so many.

➡️ Opportunities in Financial Planning: Learn why Hoxton Wealth’s expertise in UK pension transfers and cross-border advice is in high demand, and how financial planners can make their mark in Australia.

➡️ The Hoxton Wealth App: Alan and Emma discuss how our app is simplifying financial management for clients across the UK and Australia, offering real-time insights and multi-currency tools.

➡️ Face-to-Face Matters: The importance of building trust and relationships through in-person interactions, and why our seminars in Sydney have been such a hit.

📢 Are you ready to take your career Down Under? Whether you’re a financial planner looking for an exciting new opportunity or simply curious about life as an expat, this episode is packed with insights and inspiration.

📲 Catch the full episode on YouTube or your favourite podcast platform today!

👉 Interested in joining the Hoxton Wealth team in Australia? Drop us a message—we’re hiring and would love to hear from 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

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 unlock unparalleled opportunities in the world of financial planning.

We delve into the growing expat market, with millions of UK and US citizens seeking international advice as they navigate life and retirement across borders. Matt also reveals how Hoxton Wealth’s multi-jurisdictional licences and cutting-edge technology allow advisers to seamlessly manage global client portfolios, all while leveraging the flexibility of remote work. Whether you’re an adviser looking to expand your career or an expat seeking clarity on your financial future, this episode offers invaluable insights into the power of global advice.

What’s Covered in This Episode:

1. Matt’s Career Journey
   • How Matt went from zero clients to £80 million AUM in six years.
   • The impact of his Series 65 qualification, enabling him to advise US-based clients while working from the UK.
2. The Power of Niching Down
   • Why specialising in UK expats in the US has been a game-changer.
   • Insights into the underserved UK-US expat market and its unique challenges.
3. Expat Opportunities and Growing Trends
   • Over 5 million UK citizens and 5.5 million Americans living abroad.
   • Key drivers behind rising emigration, including economic opportunities, tax advantages, and quality of life improvements.
   • Predictions for continued growth in the global expat market.
4. Global Advice Made Simple
   • How Hoxton Wealth’s multi-jurisdictional licences empower advisers to serve clients across borders.
   • The role of innovative technology, such as the Hoxton Wealth app, in aggregating and managing global assets.
5. Lessons for Advisers and Expats
   • The importance of early financial planning for international clients.
   • How Matt’s concierge-style service helps clients navigate complex cross-border financial landscapes.

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