Jonathon Bithell

Jonathon Bithell is a Chartered Wealth Planner at Hoxton Wealth, based in London, and a finalist for the 2025 Money Marketing Young Financial Planner of the Year award. He specialises in cross-border UK and US financial planning, pension consolidation, inheritance tax (IHT) and trust planning, and holistic financial advice for UK clients and internationally mobile individuals.

Jonathon works with a client base that includes UK residents, US persons living in the UK, dual citizens, and British nationals returning from the US with 401(k)s and IRAs that need careful, cross-border planning. As an Investment Adviser Representative licensed in the state of Texas with Hoxton Wealth USA, he is one of a small number of UK-based advisers legally qualified to advise US clients directly, with a particular focus on 401(k) rollovers and UK/US tax-compliant investing.

He has a reputation for making complicated financial topics feel straightforward, whether a client is consolidating old pensions, thinking about how to pass on wealth tax-efficiently, or trying to make sense of accounts and assets spread across two countries.

A Chartered Member of the CISI (MCSI) and Chartered Wealth Planner, he holds the Level 6 Advanced Financial Planning qualification and is completing the Certified Financial Planner™ (CFP™), the highest professional standard in financial planning.

Outside of work, Jonathon is training for his first marathon, is a licensed scuba diver, and supports Manchester United.