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
Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.
