Hoxton Life
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 no prior experience, growing your business, or planning your exit, we offer firsthand stories from those who have lived and thrived in the world of international financial planning.
At Hoxton, we call this the pathway—a roadmap that takes you from starting out to becoming a fully qualified financial planner and beyond. Every episode brings you closer to understanding what it takes to build a successful career, with insights from those who have already walked the path.
This is our life. Our Hoxton Life.
Tune in to find out how you can join us in breaking boundaries, crossing borders, and shaping the future of financial planning.
Episodes
65 episodes
What Happens When a UK Adviser Moves Abroad… Then Comes Back | with Lewis Paterson
Most of our advisers spend their careers advising globally mobile clients.But it’s very different when you become one.In this episode, Lewis Paterson shares what changed when he left the UK to work overseas, built his career as an...
How We’re Developing the Next Generation of Financial Advisers | with Matthew Morgan
Most people underestimate what it takes to build a career in financial planning.It’s not just about passing exams or learning technical knowledge.In this episode, Matt Morgan sits down with Jacob Hall to share his journey from tra...
The Paraplanner to Adviser Pipeline: How to Bridge the Gap | Georgia Thomas & Andrianna Rawlings
Is paraplanning just a "support role," or is it the ultimate training ground for future advisers? Too often, the path from trainee to planner is treated like a mystery. In this episode of Hoxton Life, CEO Chris Ball sits down with ...
The Habits You Need To Build An 11-Year Career In Financial Advice | with Lloyd Simpson
How do you build a financial planning career that actually lasts?Many people enter the international advice space looking for a "quick win," but few have the discipline to still be at the top of their game 11 years later.In the ...
Experts Explain Tax Planning for Expats Living Abroad | Andrew Robinson (STS Europe)
“Tax is like a spider’s web... If you pull on one strand, it moves somewhere else.”Most professionals work incredibly hard to build wealth, but few have a strategy to access it efficiently. In the latest episode of Hoxton Life, Andrew R...
Is This a Job or a Career? 24 Months in Financial Planning | Lalith Mangalarapu
How do you turn a "job" into a lifelong career in just 24 months?Lalith Mangalarapu is back for his second appearance on Hoxton Life, and his progress is a masterclass for anyone looking to break into the financial planning profession.<...
How Much Is “Enough”? The Psychology Behind Financial Planning | with Stuart McDonald
"Show me your bank account, and I will show you what is important to you."How do you answer the most profound question from your clients: How much is "enough" to live the lifestyle I want?In the latest episode of Hoxton Life, St...
CHRISTMAS SPECIAL | Inside Hoxton Wealth’s Biggest Year Yet: People, Growth & What’s Next For 2026
From $900M in organic growth to walking away from bad deals... this is the unfiltered reality of scaling a global financial planning firm.In our final episode of 2025, CEO Chris Ball sits down with Jonathon Jay (Managing Director of Hox...
The GCC Wealth Boom: Has Financial Advice Changed for International Clients? | Ravi Gill
Most people move abroad for opportunity; higher income, lower tax, better lifestyle.But if you spend 10 years overseas without investing, without planning and without a strategy, you often return home worse off.In the latest epi...
How To Rebuild Your Life After Divorce (using Financial Planning) | Hulya Gunay
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 importan...
What Happens in the First 4 Months of Hoxton Wealth's Pathway Program? | Becoming a Trainee Wealth Manager
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, Jaco...
Scaling To $3.5 Billion AUM: Hoxton Wealth's Q3 Update
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 ...
How To Service Your Clients The Right Way | with Simon Pitkin
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 bl...
Estate Planning Explained: How to Protect Your Family’s Future | with Jack Povah
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 ...
HOXTON LIFE SPECIAL: Hoxton Wealth's Expansion Across Asia & The Story Behind the Infinity Financial Solutions Acquisition
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 ...
Financial Adviser Explains: What You Need to Know About Transferring Your UK Pension Abroad - with Jess Rooney
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 t...
Inflation Protection Investing: How Canaccord and Hoxton Wealth Tackle the Turbulent 20s
In this episode, Chris Ball from Hoxton Wealth sits down with Thomas Becket, Chief Investment Officer at
Inside Hoxton Wealth’s New Portfolio Strategy with Pacific Asset Management | Freddie Streeter
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 portfo...
Dubai Tax Loopholes: Busted by a Chartered Accountant - with Jeri Williams
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 si...
How I Helped a Couple Quit Work and Retire 10 Years Early! - with Bobby Sahota
What REALLY Happens in a Financial Planning Meeting? | Bobby Sahota | Hoxton Life PodcastMost people think financial planning is just about numbers, pensions, and investment charts. But what if it's actually the first step toward ...
ADHD, Adversity, and Ambition: Jonathon Jay’s Path to Becoming a Chartered Financial Planner
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 ...
Football, Financial Planning, and Finding the Right Fit: Stuart McDonald’s Story
"I Didn’t Realise How Big This Could Be Until I Joined” - Stuart McDonald’s Story at Hoxton WealthIn this episode of Hoxton Life, Sam Oakes heads to Liverpool to sit down with Stuart McDonald, a financial planner who made...
Lifestyle Planning, Court of Protection & Farming Clients - A Financial Planner’s Unique Journey
The Financial Planner Who Leads with Purpose - Featuring Teresa Dunning, Hoxton WealthIn this episode of Hoxton Life, I sit down with Teresa Dunning, Financial Planning Director at Hoxton Wealth, to talk abo...
A Simple Guide To Investing In Your 20s - with Ellie Gracie
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 overcompli...
Entrepreneur vs. Intrapreneur: How Financial Planners Can Scale Without the Headaches - with Moheen Ahmed
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...