Why the UK Matters to Hoxton Wealth
As an international financial planning company, Hoxton Wealth has traditionally served expatriates worldwide. So why the focus on the UK domestic market? Chris Ball explains that the UK is an integral part of the company’s DNA.
The UK financial advice market also presents a wealth of opportunities. With an average adviser age of 57 and a fragmented market of independent financial advisory firms, many business owners are looking for a trusted partner to ensure their clients are cared for as they transition out of their businesses. For Hoxton Wealth, acquiring UK businesses is a logical first step to refine its acquisition processes before expanding further internationally.
A Human-Centric Approach to Acquisitions
The Hoxton Life Podcast highlights how Hoxton Wealth’s acquisition strategy is designed to meet the unique needs of business owners, regardless of their reasons for selling. Chris identifies two primary types of sellers:
- Retiring Business Owners After years of hard work, these owners are ready to step back, focusing on achieving a fair value for their business while ensuring their clients are well cared for. For many, client welfare outweighs financial gain.
- Accidental Entrepreneurs These are advisers who started their businesses with the goal of serving clients but find themselves overwhelmed by the operational demands of running a company. “They want to get back to what they love—working with clients—without the stress of compliance, payroll, and marketing,” says Chris. Hoxton Wealth’s model allows these advisers to offload operational burdens while continuing to do what they enjoy most.
What Makes Hoxton Wealth Different?
Hoxton Wealth brings several unique advantages to the table for business owners and their clients:
- International Expertise For clients moving abroad, Hoxton Wealth provides continuity, ensuring they can continue working with their trusted adviser under a global framework.
- Comprehensive Services From in-house tax and legal teams to investment specialists, Hoxton Wealth offers services many smaller firms simply cannot provide.
- Technological Innovation The Hoxton Wealth App offers clients a fully integrated view of their global finances, allowing them to track their net worth, plan cash flow, and explore financial scenarios. This forward-thinking technology positions Hoxton Wealth as a leader in holistic financial planning.
- Tailored Transition Plans Hoxton Wealth recognizes that no two sellers are alike. Flexible deal structures allow sellers to remain as advisers, transition fully, or even release equity while staying involved.
Supporting Sellers Beyond the Sale
Selling a business isn’t just a financial decision—it’s an emotional journey. Sam and Chris delve into the phenomenon of “post-sale depression,” where business owners feel a sense of loss after stepping away from something they’ve built over years.
Hoxton Wealth prides itself on supporting sellers through every stage of the process. From understanding the value of their business to planning the next chapter of their lives, the company offers guidance and reassurance throughout.
How Hoxton Wealth Stays Ethical
Ethics are central to Hoxton Wealth’s acquisition strategy. Unlike some consolidators, Hoxton Wealth avoids forcing clients into new platforms or products for profit. Instead, the company prioritizes a gradual, client-centric integration process.
Your Next Step: Sell, Join, or Partner
If you’re considering selling your financial planning business or joining a forward-thinking, international financial planning company, Hoxton Wealth is ready to support your journey. With flexible options tailored to your needs, Hoxton Wealth ensures you and your clients are in trusted hands.
Listen and Learn More
For a deeper dive into Hoxton Wealth’s acquisition strategy and the opportunities it presents, listen to the full conversation on the Hoxton Life Podcast. Hear directly from Sam Oakes and Chris Ball about how Hoxton Wealth is reshaping financial planning—domestically and internationally.
