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Financial Planning

Our mission is to support you in planning your financial goals supported by data-informed analysis and based on your circumstances and needs.

Services • Financial Planning

In today’s financial environment, a comprehensive and forward-looking approach is important. 

At Hoxton Wealth (Europe) Ltd, we combine technology with financial planning insight to provide a clear and efficient financial planning service.

Our Approach to Financial Planning and Investment Services

Technological Integration

Our platforms and tools, including the Hoxton Wealth App, allow for monitoring, data analysis, and support in financial planning, helping clients review their arrangements in light of their objectives.

Planning Based on Your Circumstances

We recognise that each client has unique financial circumstances, objectives, and risk tolerance. We assess this information through a structured suitability process and, where investment advice is provided, ensure that any recommendations are appropriate and aligned with the client’s profile, in accordance with applicable regulatory requirements.

Cross-Border Perspective

Our services are provided in accordance with the legal and regulatory framework applicable to Cyprus Investment Firms, including CySEC and MiFID II requirements. Where relevant, we consider cross-border elements within the scope of our regulatory permissions.

Client Approach

We focus on clear communication and ongoing client support, helping you review your financial planning needs over time.

Hoxton Wealth (Europe) Ltd, previously Hoxton Capital Management (Europe) Ltd, is authorised and regulated by CySEC, with licence no. 432/23 and Company Registration no. HE417287.

Discuss Your Financial Plans

If you would like to discuss your situation with a regulated adviser, our team is available to help. The initial conversation can help us understand your circumstances and objectives, explain the investment services available through Hoxton Wealth (Europe) Ltd, and identify whether any separate specialist advice may be required.