Welcome to Hoxton Wealth, the new home of Hoxton Capital
Company • People
Nathan is a Director and Level 6 Pension Transfer Specialist. Chartered Fellow of the Chartered Institute of Securities and Investment. Believer in the supportive leadership management style. Qualifications include the Series 65, Financial Services Regulatory Framework, and Investment Management Certificate.
Licensed, Registered or regulated in
- the UK by the Financial Conduct Authority
- the USA by the Securities and Exchange Commission
Areas of Expertise
- Pensions
- Retirement Advice
- Pension Consolidations
- Investment and portfolio management
- Inheritance tax planning
- Estate planning
Qualifications
- Chartered Institution of Securities and Investment, United Kingdom – Chartered Fellow (FCSI), 2022
- Chartered Institution of Securities and Investment, United Kingdom – Advanced Financial Planning, 2022
- Series 65, FINRA, 2020
- Financial Services Regulatory Framework: Advanced Examination, CySEC, 2020
- Chartered Institution of Securities and Investment, United Kingdom – Level 6 Certificate in Pension Transfers & Planning Advice, 2019
- Financial Planning and Advice (Level 4), CISI, 2019
- Securities (Level 4), CISI, 2019
- Securities (Level 3), CISI, 2019
- Risk in Financial Services (Level 3), CISI, 2018
- Wealth and Investment Management (Level 3), CISI, 2018
- UAE Rules and Regulations, CISI, 2018
- CFA Society, United Kingdom – Level 4 Certificate in Investment Management, 2016
- Introduction to Securities and Investment, CISI, 2014
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.
