Welcome to Hoxton Wealth, the new home of Hoxton Capital
App
App Features
- WealthflowProject your wealth growth and achieve financial independence with confidence.
- Connecting AccountsConnect your financial accounts, regardless of currency, institution, or geography.
- Direct Access To AdviceConnect directly with financial advisers through our app.
- Market TrackerMonitor live prices, track investments, and set alerts for the assets that matter to you
- Multiple ScenariosSee the impact of every choice on your financial future.
- Account SynchronisationSync your assets to keep your portfolio updated with the latest account balances, stocks, crypto, and investments.
App Features
- Net WorthTrack, manage, & optimize your financial health with real-time insights into your net worth.
- SecurityAdvanced technology and robust protocols, ensuring your financial information remains secure.
- WealthVaultA safe and convenient way to manage your important documents.
- SnapTrade IntegrationSimplify financial management by connecting to over 20 top brokerages with SnapTrade integration.
Services
Retirement Planning
- Retirement PlanningSecure your future with a personalised retirement plan from Hoxton Wealth.
- Retirement Income PlanningTurn your savings into sustainable income streams that support your lifestyle.
- Retirement Savings StrategiesBuild your retirement savings with strategies tailored to your life stage and goals.
- 401(k) and IRAsBespoke financial planning solutions to US-connected persons, including 401(k) rollovers to IRAs.
- Defined BenefitDefined Benefit pensions, or Final Salary schemes, pay a promised income in retirement.
- Defined ContributionA retirement plan in which the employer, employee or both make contributions on a regular basis.
- SIPPA SIPP is a pension ‘wrapper’ that holds investments until you retire and begin to draw an income.
- QROPSAn overseas pension scheme that meets certain requirements set by HMRC.
- SuperannuationSuperannuation, also known as ‘super’, is mandatory practice for employed Australians & residents.
Estate Planning
- Estate PlanningProtect your legacy with tailored estate planning solutions from Hoxton Wealth.
- Wealth Transfer and Legacy StrategiesPreserve your wealth for future generations with customised legacy planning from Hoxton Wealth.
- Business Succession and Asset ProtectionSecure your business and assets with tailored succession strategies from Hoxton Wealth.
Estate Planning
- Estate PlanningProtect your legacy with tailored estate planning solutions from Hoxton Wealth.
- Wealth Transfer and Legacy StrategiesPreserve your wealth for future generations with customised legacy planning from Hoxton Wealth.
- Business Succession and Asset ProtectionSecure your business and assets with tailored succession strategies from Hoxton Wealth.
Your Questions
- UK State Pension Facts For ExpatsOne of the most cost-effective ways to create a basis for retirement income. Find out why.
- What happens to your pension when you die?Implications for your pension and the associated tax consequences upon your demise.
- Why transfer your UK pension?The reasons people transfer their UK pensions
- How do I transfer my pension to Australia?If you're resident in Australia, make sure that your money is where you want it.
Protection
- Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuationEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset ProtectionEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset Protection - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuationEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset ProtectionEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset Protection - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuationEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset ProtectionEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset Protection - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuationEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset ProtectionEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset Protection - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuationEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset ProtectionEstate Planning
Estate PlanningWealth Transfer and Legacy StrategiesBusiness Succession and Asset Protection
Company
Our Company
- CareersAre you interested in joining the future of wealth planning? View our current vacancies.
- Hoxton LifeOur careers podcast takes you inside Hoxton Wealth, where we’re changing the face of international financial planning.
- ReviewsReal experiences from those we've helped achieve financial success. Read the stories that showcase our dedication to providing outstanding wealth management services.
- PeopleMeet the experts leading the way in global wealth management. Behind every great client outcome is a team of dedicated professionals shaping your financial future.
Resources
- Hoxton Wealth BlogYour go-to source for financial knowledge. Timely insights, expert advice, and practical strategies to help you navigate the complex world of finance.
- Technical GuidesKnowledge & insights with our downloadable guides. Covering a range of topics, from investment strategies and retirement planning to tax advice and estate management. Each guide is written by our team of experts to offer actionable insights that you can trust.
- Events & SeminarsConnect, learn, and grow with Hoxton Wealth events. Designed to empower your financial journey through expert insights and meaningful connections, our events are held year-round across the globe.
- WebinarsJoin our live webinars or access on-demand sessions to stay informed on the latest financial trends and strategies.
Download the app
Get started with the app today. Follow the links below to download directly on your device.
Company • People
James is the 4th generation of his family to work in the financial sector. After graduating from Brunel University with a degree in Business Management and Finance, James completed a graduate training programme with the world’s largest independent financial advisory company. He started his career in the offshore advisory industry.
James specialises in helping expats globally with their retirement, mainly focusing on managing UK pension transfers and the tax implications of retiring.
After being involved in the financial industry for almost a decade, James has personally gained over 100 clients that he has managed to build close relationships and help guide their future retirement plans.
Areas of Expertise
- Financial Planning
- Asset Management
- UK Pension transfers
- UK Self-Invested Personal Pension Schemes (SIPPS)
- Qualified Recognised Overseas Pension Schemes (QROPS)
- Australian (SMSF) transfer and Superannuation
- UK State pension (NI) contribution
Qualifications
- Bachelor of Science (Hons) in Business Management, Finance, Marketing & Accounting
- CISI Certificate in Wealth and Investment Management
- LIBF Level 4 Diploma for Financial Advisers (DipFA®)
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.
