Drawing on insights from The Hoxton Life podcast, this article explores Louis’s journey from professional golf to managing operations at one of the world’s fastest-growing financial planning firms.
From Golf to Financial Services: A Unique Journey
Before joining Hoxton Wealth, Louis spent his early career in professional golf, working at Abu Dhabi Golf Club and managing events. His transition into financial services came when Jacob Hall, a friend and now colleague, encouraged him to join as a paraplanner.
Starting as a paraplanner, Louis focused on supporting Jacob’s client relationships, ensuring they were well-serviced while Jacob concentrated on building new connections. This experience laid the groundwork for Louis’s operational expertise and leadership style.
Scaling Through Acquisitions: The Role of Operations
Hoxton Wealth’s exponential growth has been fuelled by strategic acquisitions, significantly increasing its assets under management. With each acquisition comes the challenge of transferring hundreds—sometimes thousands—of client accounts across jurisdictions and systems.
This level of complexity requires meticulous planning, clear communication, and robust processes. Louis and his team work tirelessly to ensure no client is left behind, maintaining Hoxton’s commitment to exceptional service.
Mentorship: A Catalyst for Growth
A recurring theme in Louis’s career is the power of mentorship. Guided by Jacob and Charlie Warren, Louis has developed a leadership style that blends empathy with pragmatism.
Now, Louis is paying it forward, mentoring future leaders within his team. “There are five or six people I know will make fantastic team leaders or project managers. My goal is to give them the tools they need to succeed as I grow in my own role.”
The Glue That Holds It All Together
Louis describes his role as “the glue that brings everything together.” From managing relationships between sales and administration teams to integrating cutting-edge technology like the Hoxton Wealth app, Louis ensures every part of the business works in harmony.
“Whether it’s streamlining client onboarding or ensuring compliance across six regulated jurisdictions, we’re always looking for ways to improve.”
A Vision for the Future
Looking ahead, Louis is excited about Hoxton Wealth’s ambitious targets, including managing £5 billion in assets by 2027. He’s equally passionate about his personal development.
Why Operations Matter
The operations team at Hoxton Wealth doesn’t just support the business; they drive its growth. By managing acquisitions, enhancing processes, and fostering a culture of continuous improvement, Louis and his team ensure Hoxton Wealth remains at the forefront of the international financial planning industry.
For those considering a career in financial planning operations or seeking inspiration for their own professional journey, Louis’s story is a powerful reminder that growth begins with a willingness to learn and a commitment to excellence.
Podcast Summary for The Hoxton Life
In this episode of The Hoxton Life, we spotlight Louis Wixon, Hoxton Wealth’s Operations Manager, and the crucial role he plays in the business’s exponential growth. From his early career in golf to leading operations in a fast-paced international financial planning company, Louis shares how mentorship, teamwork, and innovation have been instrumental to his success.
- Louis’s journey from professional golf to financial services.
- The challenges of transferring thousands of clients through Hoxton’s acquisitions.
- How mentorship and training have shaped Louis’s leadership style.
- Hoxton Wealth’s innovative approach to client experience, including one-day onboarding.
- Why operations are the backbone of a thriving financial planning business.
This episode is packed with actionable insights for anyone exploring careers in financial planning operations or looking to understand what drives success in an international financial planning company.
