Hoxton Life Ep10 Joe Cookney

A Passion for Financial Planning from the Start

Joe’s interest in financial planning began early, influenced by family conversations and educational choices. During his A-levels, he studied banking and finance, and through conversations with his family’s financial planner, he realised the profound impact this profession could have. Motivated by the opportunity to help others secure their financial futures, Joe pursued a degree in finance and ultimately joined Hoxton’s UK office in St Albans.

Cutting His Teeth in the UK

Starting out as a Business Development Manager, Joe’s initial training was hands-on, involving real client interactions from day one. He learned the foundations of client relationship management by observing and working alongside experienced colleagues. This immersive training, combined with mentorship from Hoxton’s team, gave Joe a solid foundation to build his confidence and skills.

The Hardest Part: Mastering Business Development

Joe describes business development as one of the most challenging parts of the role, yet also the most rewarding. From initial calls to understanding client needs, every interaction became a valuable learning experience. Guided by mentors, Joe learned how to navigate these early conversations and lay the groundwork for strong client relationships.

Taking the Leap to Dubai

After six months in St Albans, Joe was offered the chance to join Hoxton’s team in Dubai. To ensure this was the right step for him, he spent two weeks in Dubai to experience the environment firsthand. The visit confirmed what he’d hoped: Dubai was a vibrant, opportunity-rich city and the ideal place for him to expand his horizons. Transitioning into the Dubai office provided him with valuable exposure to Hoxton’s international clientele, allowing him to work with clients across the UK, US, and other jurisdictions.

Thriving in Dubai’s Unique Culture

Since moving to Dubai, Joe has embraced the city’s dynamic culture and the inspiring atmosphere of Hoxton’s Dubai office. Connecting with colleagues and clients from around the world has deepened his understanding of diverse financial needs and strengthened his appreciation for the industry’s global reach.

The Trainee Wealth Manager Pathway: A Clear Route to Success

Hoxton’s Trainee Wealth Manager programme is specifically designed for ambitious young professionals like Joe. The structured pathway, which blends hands-on client work with mentorship, equips trainees with real-world skills early in their careers. With access to technology, innovative tools, and a strong network, Hoxton’s programme is setting up future financial planners for success.

Joe’s Future at Hoxton Wealth

Joe’s journey has only just begun, but his experiences thus far have solidified his passion for financial planning and his commitment to making a meaningful impact. With a balanced combination of work and study, he is progressing toward his Level 4 qualification, with plans to complete the US Series 65 certification. Joe’s early success reflects Hoxton Wealth’s culture of support, ambition, and innovation, preparing young professionals for rewarding careers in a global industry.