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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
46 episodes
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 ...
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51:37
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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...
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58:01
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...
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36:33
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...
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27:42
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...
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44:49
How Mentorship Shapes a Financial Planning Career - with James Trewren
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 ...
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30:45
What's Next For Hoxton Wealth in 2025? - with Chris Ball
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 turni...
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58:09
Moving to Dubai? Here’s Why Financial Planning is Essential! - with George Stainton
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 finan...
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40:00
How to Become a Financial Planner in 2025 – Trainee Pathway Explained!
🚀 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 s...
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1:05:41
Hoxton Wealth's USA Expansion - Taylor Sallery
In this episode of the Hoxton Life Podcast, we sit down with Taylor Sallery, Commercial Director of Hoxton Wealth USA, to discuss the seismic shift in the US financial planning landscape and why it presents a once-in-a...
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29:06
The Truth About Selling Your Financial Planning Business – What You Need to Know - with Tom Maddison
Selling your financial planning business is one of the biggest decisions you’ll ever make. It’s not just about numbers—it’s about your clients, your team, and the future of everything you’ve built.In this episode of The Hoxton Life P...
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30:04
Moving to France Made Easy: Expert Tips for Americans & Brits
Is moving to France the new American dream? More and more Americans are leaving the U.S. for a better quality of life, lower cost of living, and a fresh start in France. But making the move isn’t as simple as packing your bags - t...
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53:16
How Linda and Laura Are Beating the Odds in Financial Planning (From South America to the UK)
In this episode of Hoxton Life, host Julia Duke Vinton sits down with Laura Gomez (Paraplanner) and Linda Lago (Financial Adviser) who share their journeys into the financial planning profession with Hoxton Wealth. Both originally from...
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30:30
Pensions for Expats in the GCC: What You Need to Know - with Ravi Gill and Thomas Goldie
Did you know over 240,000 Brits have already made the UAE their home? 🇦🇪And with over 5,000 British companies operating in the region, the GCC is quickly becoming one of the fastest-growing expat hubs for both individuals and busi...
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34:48
How to Set Kids Up for a Life Without Money Stress - with Ben Bolger
Are We Failing Our Children When It Comes to Money?Money is one of the biggest causes of stress and mental health issues—yet we still don’t teach kids how to manage it. Studies show that financial habits start forming by age 7<...
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25:53
Building One Global Financial Planning Company: Hoxton Wealth’s Vision - with Jonathon Jay and Jacob Hall
Episode OverviewIn this episode of Hoxton Life, host Sam Oakes sits down with Jonathon Jay (Director of UK Advice) and Jacob Hall (Global Head of Advisory, based in Dubai) to discuss how Hoxton Wealth is red...
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53:09
The Dangers of "Lifestyle Creep" in Dubai - with Dewi Evans
Dubai is a city of opportunity, but it’s also a city of temptation. Supercars, designer clothes, beach clubs—it’s easy to feel like you need to spend, spend, spend to fit in. Dewi Evans knows this feeling all too well.In this episode of ...
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57:30
Promoted to Head of UK Paraplanning within 6 months at Hoxton Wealth - David Whitehouse
In this episode of Hoxton Life, Sam Oakes sits down with David Whitehouse, the Paraplanning Manager for Hoxton Wealth’s UK team, who now lives and works in Dubai. David shares his remarkable journey of joining Hoxton as a UK-based para...
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29:12
Podcasting and Content Creation at Hoxton Wealth - with Sam Oakes
In this special episode of Hoxton Life, Jacob steps into the presenter role to interview Sam Oakes, Head of Creative at Hoxton Wealth and Founder of Financial Planner Life. Sam reflects on his extraordinary career journey, fro...
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1:02:57
How Tommy Built £70 Million AUM: The Power of Teamwork in Financial Planning
In this episode of the Hoxton Life Podcast, host Sam Oakes sits down with Thomas Goldie, a financial planner who has been instrumental in Hoxton Wealth’s growth and success over the past five years. Thomas shares his jour...
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47:17
Essential Tax Tips for UK Expats Moving to Dubai with Dan Abbott of Hoxton Wealth
In this episode of Hoxton Life, host Sam Oakes speaks with Dan Abbott, a UK and UAE-licensed financial planner, about the critical tax and financial planning considerations for UK expats living in Dubai. Dan shares his inspiring career...
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51:27
Work-Life Balance for Female Financial Advisers in Dubai: Tips and Strategies with Michaela Vandepeer & Andrianna Rawlings
We’re excited to launch a brand-new podcast series hosted by our very own Julia, Hoxton Wealth's Social Media Manager. This series is all about celebrating the incredible journeys of women in wealth and showcasing stories of success, resilience...
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40:20
Why Business Development Should Be Every Trainee Financial Planners First Lesson - with Kane Tucker
In this episode of the Hoxton Life Podcast, host Sam Oakes sits down with Kane Tucker, Senior Business Development Manager at Hoxton Wealth, to explore the journey from trainee wealth manager to becoming a key figure in the internation...
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21:28
Teamwork Makes the Dream Work – Building a Successful Financial Planning Team
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 finan...
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54:22
From Mountain Biking to Trainee Financial Planner at Hoxton Wealth - Tom Streader
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.
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39:52