Building One Global Financial Planning Company: Hoxton Wealth’s Vision

Описание: In 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 redefining financial planning on a global scale.

With a presence across multiple jurisdictions, Hoxton is focused on collaboration, shared learning, and replicating best practices worldwide to ensure every client—no matter where they are—receives a gold standard of financial advice.

Jonathon and Jacob share insights on:
✅ How Hoxton is unifying its global advisory model to create consistency for both advisers and clients.
✅ The importance of client experience in 2025, and why Hoxton is doubling down on service quality.
✅ Net Promoter Score (NPS) and why it’s a game-changer for improving client satisfaction and engagement.
✅ Technology and efficiency, including how the Hoxton App is enhancing transparency for clients.
✅ Why collaboration, not competition, is the key to adviser success in a modern financial planning firm.

If you’re an adviser looking for a firm that truly supports career growth, or a client wanting to work with a financial planner who puts service first, this episode is for you!

🔹 Key Takeaways

💡 For Financial Advisers:

Hoxton operates as one unified business—no silos, just global expertise.
A strong adviser support system helps planners focus on clients, not admin.
The NPS system ensures service excellence across all jurisdictions.
Hoxton’s global footprint means opportunities to work internationally.

💡 For Clients:

Hoxton is committed to providing seamless financial planning worldwide.
The Hoxton App enhances client transparency and service efficiency.
NPS-driven feedback ensures ongoing improvements to the client experience.
A financial planning firm that truly listens and prioritises long-term relationships.

00:00 – Intro – Welcome to the Hoxton Life Podcast
01:06 – Meet Jonathon Jay & Jacob Hall – Their roles at Hoxton Wealth
02:24 – The Power of Collaboration – Why Hoxton operates as one global business
05:06 – Hoxton’s International Reach – How advisers connect across jurisdictions
08:08 – Building a Scalable Business – Growth strategies in the UK and GCC
11:18 – The Role of Business Development – How advisers grow in different markets
14:03 – Why Client Experience Matters – The focus for 2025 and beyond
16:59 – What is Net Promoter Score (NPS)? – A new standard for service excellence
19:43 – How Technology is Enhancing Client Service – The role of the Hoxton App
23:19 – Paraplanners & Adviser Support – The evolving role in global financial planning
27:47 – AI in Financial Planning – The balance between technology & human advice
32:35 – Hoxton’s Global Opportunities – How advisers can move across regions
36:52 – Collaboration, Not Competition – Why Hoxton’s culture sets it apart.
41:49 – How to Join Hoxton Wealth – The best approach for new advisers
47:53 – Final Thoughts – The vision for 2025 and beyond