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.
Protection
Corporate Financial Services
- Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuation - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuation - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuation - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuation - Financial Planning
Overview
Retirement Planning
Retirement PlanningRetirement Income PlanningRetirement Savings Strategies401(k) and IRAsDefined BenefitDefined ContributionSIPPQROPSSuperannuation
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
Teresa Dunning has over 14 years of financial planning experience with clients. She is an intuitive communicator, with the ability to engage and build relationships with a broad range of clients, understanding and responding to their personal values, financial goals and needs.
More recently, she has been involved with the agricultural community, offering a holistic approach to mitigating Inheritance tax.
She has experience in all areas of planning, with particular expertise and is Chartered qualified in pensions, trusts and long term care planning.
She currently works and advises high net worth private clients with some of the leading solicitor and accountancy firms in the North West, specialising in inheritance tax and court of protection solutions.
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.
