Hoxton Life

Hoxton Wealth

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.

  1. 19 Jun

    Building Wealth Beyond Your Business | with Stuart McDonald

    Most business owners spend years building their company. Far fewer spend the same amount of time planning what happens next. In this episode of Hoxton Life, Chris Ball sits down with Regional Director Stuart McDonald to discuss the financial planning challenges business owners face throughout their journey - from building and growing a business, to extracting wealth tax-efficiently, protecting their family, and eventually preparing for an exit. The conversation explores why many entrepreneurs become so focused on the business itself that their personal financial planning gets pushed to the bottom of the priority list. Stuart explains why relying solely on a future business sale can be risky, and why building wealth alongside your business can create more flexibility and freedom in the future. Chris and Stuart also discuss the emotional reality of selling a business, how to prepare years in advance for a successful exit, and the importance of ensuring your personal financial plan supports your long-term goals. In this episode, we cover: • Why business owners are often asset-rich but time-poor • Tax-efficient ways to extract wealth from a business • Pre-exit planning and preparing for a future sale • Protecting shareholders, families and business partners • Succession planning and passing wealth to the next generation • Family investment companies, pensions and legacy planning • How internationally mobile business owners can benefit from global planning • Why selling a business is often an emotional decision, not just a financial one Whether you're building a business, preparing for an eventual exit, or simply looking to make smarter financial decisions, this episode offers practical insights into creating a plan that works both now and in the future. 🎧 Watch the full episode on YouTube. 🎧 Listen on Spotify and Apple Podcasts. To learn more about Hoxton Wealth, visit https://hoxtonwealth.com/ 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

    40 min
  2. 22 May

    How Purnima Anand Built Her Reputation Across India and Southeast Asia

    In this episode of the Hoxton Life Podcast, Julia Duke-Vinton sits down with Purnima Anand to discuss her 18-year career journey - from starting in corporate sales in India to building a successful career as an international financial adviser. Purnima shares what it was like entering a heavily male-dominated industry, the pressure she felt to prove herself early in her career, and how hard work, preparation, and consistency helped her build trust with clients across India and Southeast Asia. The conversation explores the realities of international financial planning, what clients actually value in an adviser, and why empathy, long-term thinking, and genuine intent matter just as much as technical knowledge. They also discuss: Building trust with global clients over the long termThe importance of confidence and competence in financial adviceWhy women bring a unique perspective to financial planningCreating opportunities for more women in financeHow technology and fintech are shaping the future of adviceWhy financial planning can become a genuinely life-changing careerWhether you’re already working in financial services, considering a move into the profession, or interested in international financial planning, this episode offers a grounded and honest perspective on building a meaningful career in the industry. 🎧 Watch the full episode now on YouTube, or listen 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

    26 min
  3. 1 May

    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 international financial adviser, and then returned.  Experiencing the realities of moving countries firsthand - from navigating different systems to understanding the emotional side of relocation - gave him a completely different perspective on the advice he delivers today. Lewis and CEO Chris Ball explore the wider mindset behind his journey, including the role of adaptability, building a career across different environments, and the entrepreneurial thinking needed to keep progressing in a changing industry. It’s a reminder that great advice isn’t just technical - it’s shaped by experience, perspective, and the ability to evolve alongside your clients. Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify. 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

    52 min
  4. 10 Apr

    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 trading into financial planning, and what he’s learned from advising, leading teams, and now developing the next generation of advisers. We get into the reality of how careers in this industry are actually built, including: The transition from trading into financial planning, and where he found the most fulfilmentWhat the pathway into advice really looks like, and why prospecting is the hardest skill to masterWhy discipline and consistency matter more than short-term motivationHow Hoxton is developing the next generation of advisers, and what makes that opportunity differentIt’s a practical, honest look at progression in financial planning - and what it really takes to succeed over the long term. Watch the full episode on YouTube, or listen on all audio platforms. 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

    38 min
  5. 27 Mar

    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 Georgia Thomas and Andrianna Rawlings - two paraplanning professionals who have spent 4+ years mastering the craft - to discuss the reality of career progression in international finance. This week, Georgia and Annie discuss: ◽ UK vs. International Planning: The technical differences and why the international space can offer a steeper, more rewarding learning curve. ◽ The Exam Stage: How to balance technical study with the day-to-day pressure of supporting high-level advisers. ◽ Women in International Finance: Breaking down barriers and the unique opportunities available for women in the GCC and global markets. ◽ The Growth Mindset: Why constant progression and "putting in the homework" is the only way to move from supporting to leading client meetings. Watch the full episode now on YouTube, or listen 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

    47 min
  6. 6 Mar

    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 latest episode of Hoxton Life, partner and Senior Financial Planner Lloyd Simpson joins Jacob Hall (Global  Head of Advisery) to break down the transition from a hungry business developer to a trusted senior adviser in the GCC. During this conversation we discuss: Starting from Zero: The reality of prospecting in a competitive expat market and why trust beats a "sales pitch" every time. The Move: What it’s actually like to transition your practice after a decade at one firm and how to ensure your clients come with you. The GCC: How the market has shifted from product-led sales to real, holistic wealth structuring. The Discipline of Success: Why your daily routine and lifestyle habits are just as important as your technical knowledge. Whether you’re just starting your career or you're a senior planner looking for the right platform to reach the next level, watch the full conversation on YouTube or listen on Spotify or 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

    38 min
  7. 20 Feb

    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 Robinson (Chartered Tax Adviser at STS Europe) explains why tax advice isn't enough if it doesn't align with what you actually want for your family. We cover: • The costly mistakes people make before relocating • Why timing matters more than most realise • How to structure assets properly before rules change • What advisers should be doing differently in 2026 Whether you’re advising clients or planning your own cross-border future, this conversation will sharpen your thinking and could potentially save thousands. Watch the full episode on YouTube, or listen on Apple Podcasts or Spotify. 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

    38 min
  8. 6 Feb

    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. Two years ago, Lalith was just starting his journey. Today, he has passed key exams, is actively conducting client fact finds, and has shifted his mindset from "prospecting" to "relationship building." In this episode, Lalith and Jacob Hall (Global Director of Advisory) discuss: ✅ A career, not just a job: How to stop focusing on the daily grind and start looking at the bigger picture. ✅ Why listening is key: Why the "two ears, one mouth" rule is a junior adviser’s best tool. ✅ Social networking: How Lalith uses his passion for cricket to meet people and build trust without ever having to "sell." ✅ The 24-month journey: What it’s really like to go from the back office to leading client meetings. Lalith is living proof that with the right environment and a commitment to "doing the hard yards," the path to becoming a qualified international adviser is closer than you think. Whether you’re a student, a career-changer, or a firm leader looking to inspire your trainees, Lalith’s story is a testament to what focus and professional maturity can achieve. Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify. 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

    35 min

Trailer

About

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.