Where Will You Retire?

Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, Australia, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, Australia, and Europe. 

Capitalising on 10 years of experience in Financial Services, Jacob has built a strong reputation in the industry for his exceptional client servicing skills, which are underpinned by his kind and empathetic demeanour. He understands that financial matters can be complex and stressful, and he goes out of his way to make the process as smooth and hassle-free as possible.

Jacob’s deep understanding of the financial services landscape in the region has helped him work with a wide range of clients, and what sets him apart is his natural ability to put them at ease.

Jack is a financial planner who assists clients globally with their retirement planning and overall financial objectives. Jack began his career in financial services in the UK, typically working with high-net-worth individuals and independent contractors. Jack is now primarily based in Dubai making regular visits to the UK where he enjoys meeting with his UK clients. Alongside financial planning, Jack heads up the Hoxton Legal department, which involves drafting wills, trusts and powers of attorney documents and consulting around wider inheritance tax and estate planning issues.