Hoxton Life Ep2 Jonathon Jay

Join Sam Oakes, Head of Creative at Hoxton Wealth, and Jonathon Jay, Managing Director of the UK, in this engaging episode of the Hoxton Life podcast as they discuss the ambitious expansions at Hoxton Wealth. Jonathon shares insights on his remarkable success since joining, including strategic acquisition plans to grow our assets under management by billions within the next few years. We also celebrate the opening of new offices in key locations such as St. Albans, London, the Midlands, Liverpool, and South Wales, enhancing our nationwide presence. Moreover, our UK team has significantly expanded, doubling in headcount to address our growing client base and operations.

In this episode, we're specifically focusing on the dynamic roles available for financial planners ready to make a significant impact:

• Inorganic Financial Planner Roles: Ideal for those who excel in client management, these roles involve nurturing and retaining clients brought into the business through acquisitions, ensuring they receive the utmost care and attention.
• Organic Financial Planner Roles: Geared toward proactive financial planners eager to grow their client lists through effective networking and new partnerships. This role is perfect for those with an entrepreneurial spirit looking to leverage a supportive and resource-rich environment to expand their business reach.

We also delve into the concept of "Intrapreneurialism" within Hoxton Wealth, encouraging financial planners to build long-term value, a personal legacy, and capital value while enjoying the backing of our well-established wealth tech company. We support our Financial Planners in growing their businesses by following a plug-and-play methodology that helps numerous advisors push through growth ceilings often experienced in other firms or self-employment.