Hoxton Life

At the start of her career, Purnima Anand used to bring senior advisers into meetings just so clients would take her seriously. She would do all the preparation, all the research, and lead the conversation herself - but in those early days, being a young woman in financial advice meant she often had to work twice as hard to earn trust. In this episode of Hoxton Life, Purnima shares how she helped build an international advice presence across India and Southeast Asia, why consistency and preparation became the foundation of her career, and how long-term relationships eventually turned clients into advocates. We also talk about representation in finance, why more women belong in the industry, and the importance of building a career that keeps evolving alongside global clients and changing markets. Watch the full episode on YouTube, or listen on Spotify and Apple Podcasts - links below.

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 MLIBF DipFA 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 Paterson 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. Watch the full episode on YouTube: https://lnkd.in/dirMuA4i Or listen on Apple Podcasts: https://lnkd.in/dp4RBkBG Spotify: https://lnkd.in/dbbeUS_g

There’s still a perception that you need to follow a traditional path to succeed in financial planning. University, then into finance - that’s how it’s “meant” to work. In her episode, Jessica Rooney CFP™ Chartered FCSI shares a different perspective. From not going to university to becoming a fully qualified Financial Planner, her journey highlights what’s possible through qualifications, consistency, and a willingness to prove a point - both to herself and to others. She also touches on a wider challenge in the profession: the lack of female representation, particularly in international markets, and why creating clearer entry points through graduate and trainee pathways is key to changing that. For anyone considering a career in financial planning - or thinking about taking a less traditional route - this is a perspective worth hearing. Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify.

If you’re working with globally mobile clients, it’s rarely as simple as managing one asset. They’ve worked across countries, built assets in different systems, and ended up with everything scattered - different rules, different providers, and very little visibility. And for a lot of them, that’s where the real frustration is. In this clip, Ravi Singh Gill sits down with Jacob Hall to talk about what happens when advisers bring all of that together - not just from a planning perspective, but from the client’s point of view. Because sometimes the biggest shift isn’t performance or tax. It’s simply being able to see everything clearly, in one place, and finally understand what you have. That’s where financial planning starts to make a real difference. 🎧 Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify - link in comments.

Most people think financial planning is about saving money and reducing tax. And yes, that’s part of it. But in reality, the impact of good planning goes much further than that. In this clip, Jacob Hall and Ravi Gill talk about what proper planning actually means in practice - not just protecting wealth, but helping clients understand what they need for the future, what they want to leave behind, and what they can afford to enjoy today. Because for advisers, some of the most meaningful moments don’t come from performance charts or tax savings. They come from being able to sit across from a client and say, with confidence, you’ve done enough - you can start living a bit more freely. That’s where financial planning becomes genuinely life-changing. 🎧 Watch the full episode on YouTube, or listen on Apple Podcasts or Spotify.

The future of financial planning depends on the people coming into it. But developing great advisers doesn’t happen by chance. In this episode, Matthew Morgan APFS sits down with Jacob Hall to share how we’re building the next generation of financial planners - from the structure behind the pathway, to the importance of prospecting, discipline, and real client experience early on. We also talk about what separates those who succeed from those who don’t. Over time, it’s your mindset, your consistency, and how you approach the process that make the difference. If you’re thinking about a career in financial planning, or already in the industry and looking to progress, this is a perspective worth hearing. Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify via the links in the comments.

Operations isn’t always the most visible part of a business. But it plays a central role in keeping everything running as it should. In this episode, Louis Wixon breaks down what operations actually does inside a growing financial planning business - analysing performance across the board, identifying where things can be improved, and fixing the processes that hold teams back. It’s not just "support". It’s what keeps everything moving. If you’re looking to understand how a leading international advice business really functions behind the scenes, watch Louis' full episode on YouTube, or listen on Spotify and Apple Podcasts - links in the comments.

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, CCIBS, MSCI, LLB - 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 - links below.

Anyone can learn the technical side of financial advice. What really matters is your judgement. The best advisers understand that who you don’t work with is just as important as who you do. In this Hoxton Life episode, Jonathan Brookes explores why setting standards, protecting your time, and building the right client relationships is what leads to long-term success in financial planning. Because this isn’t a transactional profession, it’s a relationship-driven one. Watch the full episode on YouTube, or listen on Spotify and Apple Podcasts - links below.

This March, we’re celebrating the women shaping the future of financial planning. Introducing our #WomenofHoxton series - spotlighting the people behind the advice, the relationships, and the client experience across our global teams. Louise E Powell is a great example of that. We’re proud to spotlight the impact she’s making - supporting clients, building trust, and contributing to a team that’s raising the standard across the profession. Because great advice starts with great people. Find out more about Louise: https://lnkd.in/d8NxMpDS