Hoxton Wealth
Who Are We?
We specialise in providing personalised financial planning and wealth management solutions, tailored to your unique needs. Backed by years of experience and a client-first approach, we’re dedicated to delivering the same exceptional service you’ve come to expect. Our mission is simple: to empower you to achieve your financial goals with confidence, ensuring you feel informed, supported, and in control every step of the way.
Our Approach
We understand that every client’s financial situation is unique, which is why we offer a personalised approach to managing your wealth. Whether it’s investments, retirement planning, or anything in between, we’ll work closely with you to gain a deep understanding of your needs and craft tailored solutions that align with your goals. By combining our extensive industry expertise with advanced technology, we’re committed to helping you confidently manage your financial future.
Why Trust Us?
From our experienced team to the innovative tools we provide, every aspect of our service is designed to support your financial journey. Your trust is incredibly important to us, and we’re fully committed to earning it every day.
We are really proud that your existing advisers have chosen us as your chosen future financial planners.
The Hoxton Wealth App
To enhance your experience, we’re excited to offer the Hoxton Wealth App, a powerful tool designed to keep you connected to your financial world anytime, anywhere.
Financial Management at Your Fingertips
The app provides seamless, real-time access to your financial accounts, up-to-date market insights, and an overview of your net worth, all in one place. Whether you're tracking investments, reviewing account activity, or staying informed about market trends, the Hoxton Wealth App empowers you to manage your finances with ease and confidence. Best of all, it integrates your accounts, ensuring a smooth transition and immediate access to all the features.
Connect Global Finances Effortlessly
To enhance your financial management, we’re proud to offer the Hoxton Wealth App, a powerful tool designed to brings your global finances together in one seamless, easy-to-use interface. With the app, you can connect all your financial accounts, regardless of currency, institution, or geography, allowing you to view everything in real-time. Track investments, monitor live market prices, and set alerts for assets that matter most to you.
Plan for Financial Independence with WealthFlow
The app also features WealthFlow, an innovative tool within the Hoxton Wealth App designed to help you project your wealth growth and plan for financial independence with confidence. By visualising your future wealth trajectory, WealthFlow empowers you to set clear financial goals and make informed decisions about your money. Whether you're saving for retirement, investing in assets, or planning for major life events, WealthFlow provides a roadmap to help you achieve your financial aspirations. It gives you the clarity and insights needed to navigate your journey to financial freedom
Securely Manage Your Financial Documents with WealthVault
With strong security protocols in place, you can trust that your personal information is protected. The WealthVault feature ensures a safe and convenient place to manage your important documents.
Direct Access to Expert Financial Advice
The app provides direct access to your financial advisers, ensuring that you always have the professional support you need.
FAQs
The acquisition means you will now have access to a broader range of financial planning and wealth management services, such as the Hoxton Wealth App. You won't notice any huge changes, and will still be interacting with your adviser. We are committed to making this transition as smooth as possible while continuing to provide the high level of service you’ve come to expect.
Your financial plan will continue as-is, with no immediate changes unless you wish to make updates. Your adviser will continue to review your current plan and ensure it aligns with your goals, as well as the services we offer at Hoxton Wealth. If any adjustments are needed, they’ll be happy to guide you through the process.
No action is required on your part. We’ve integrated your information into our system, and your adviser will reach out to schedule a meeting and answer any questions you may have. If you wish to make any updates to your financial plan or would like more information, simply contact us.
If you have any concerns or would like more information, feel free to get in touch here, or contact your adviser in the usual way. We’re here to guide you every step of the way and ensure that your experience with Hoxton Wealth is a positive one.
We’ll review how the move affects your current financial arrangements, helping you stay tax-efficient and compliant in your new location. Our advisers provide guidance on managing investments, pensions, and retirement plans across borders, ensuring minimal disruption and maximum flexibility. Your relationship with Hoxton Wealth moves with you. We offer ongoing support before, during, and after your relocation to help make your transition as smooth and financially secure as possible. If you're thinking of making a move, have a chat with your trusted adviser today.
Download The Hoxton Wealth App
Download the Hoxton Wealth App today and start managing your financial future.
