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Lewis Smith

Wealth Planner

Lewis Smith is a Wealth Planner at Hoxton Wealth. He works with internationally mobile professionals and families who have lived, worked, or accumulated assets across multiple jurisdictions and require clear, structured long-term financial planning.

He specialises in helping clients simplify complex financial arrangements, particularly in relation to retirement planning, investment strategy, and cross-border considerations. His approach is practical and considered, ensuring advice remains aligned with each client’s objectives, time horizon, and risk tolerance.

Initial meetings are designed to be exploratory and client-led. The focus is on understanding a client’s circumstances, identifying potential planning gaps or risks, and outlining where professional advice may add value. There is no expectation to make decisions during the first discussion.

Lewis works closely with Hoxton Wealth’s wider advisory and technical teams, including specialists in tax, pensions, and estate planning, to ensure recommendations are robust, compliant, and appropriate to each client’s situation.

The purpose of the initial meeting is to provide clarity, answer questions, and agree on sensible next steps where ongoing advice is appropriate.

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