Welcome to Hoxton Wealth, the new home of Hoxton Capital
Company • People
Dean has been a financial advisor since 1994, where he joined Hambro Guardian UK after serving 7 years in the British Army after college. He has spent much of his career abroad, working with expatriate professionals in Tokyo, Frankfurt & Geneva. In 2015 he moved to New York, primarily advising British clients, resident in the US, with existing UK pensions and other UK-based assets.
Dean has extensive knowledge and experience with both the UK & US markets and can provide optimal solutions for UK pension transfers and US pension rollovers. Dean is married with 3 children and enjoys golf and triathlon; he is also fluent in Spanish and Mandarin.
Licensed, Registered or regulated in
- The USA by the Securities and Exchange Commission
Areas of Expertise
- Financial Planning
- Asset Management
- UK Pension transfers
- UK Self-Invested Personal Pension Schemes (SIPPS)
- Qualified Recognised OverseasPension Schemes (QROPS)
- US Pension Rollovers 401k to Traditional/Roth IRA
Qualifications
- North American Securities Administrators Association (NASAA)
- Series 65 Uniform Investment Adviser Law (USA)
- Chartered Institute for Securities & Investment (CISI)
- International Certificate in Wealth Management
- Securities & Investment Institute (SII)
- International Certificate in Financial Advice
- BSc (Hons) Education with Qualified Teacher Status (QTS)
Contact Hoxton Wealth
We are available to discuss how Hoxton Wealth can help you achieve your financial goals. Together, we can help you build a brighter financial future.
