Welcome to Hoxton Wealth, the new home of Hoxton Capital
Company • People
Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, Australia, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, Australia, and Europe.
Licensed, Registered or regulated in
- the UK by the Financial Conduct Authority
- the USA by the Securities and Exchange Commission
- Australia by the Australian Securities and Investments Commission
Areas of Expertise
- Pensions
- UK Pension Transfers
- Holistic Financial Planning
- Investment Advice
- Portfolio Management
- Tax Planning
Qualifications
- Chartered Financial Planner
- LIBF Level 6 Advanced Diploma For Financial Advisers (UK)
- Level 6 Trusts Taxation and Tax Compliance (TTTC) (UK)
- Level 6 Management of Investments (MANI) (UK)
- Level 6 Pension Transfers (PETR) (UK)
- CII Financial Planning Certificate (UK)
- CII Mortgage Advice Qualification (MAQ) (UK)
- IFS Level 4 Diploma for Financial Advisers (UK)
- Certificate in Long-Term Care and Later Life Planning (CertLTCP) (UK),
- North American Securities Administrators Association Series 65 Uniform Investment Adviser Law (USA)
- Full Diploma Level-Tier 1 / FNS41815 – Certificate IV in Financial Services (RG146) (Australia)
- CYSEC Advanced (Europe)
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.
