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Webinars • How to Achieve Financial Success in the New Year
As we step into the new year, there’s no better time to reassess your financial strategy and ensure you're on the right path to success.
In this webinar, we discuss the key components that can set you up for financial success in 2025 and beyond. Jonathan Brooks, Chartered Financial Planner and partner at Hoxton Wealth will guide you through the essential foundations of financial planning.
In this session, we focus on three key elements: understanding your financial behaviour, strategically allocating your assets, and crafting a tailored financial plan that suits your goals and values.
This webinar offers a comprehensive view of how financial planning has evolved, the benefits of professional advice, and actionable insights to improve your long-term financial health. Whether you’re new to financial planning or looking to optimise your existing strategy, this content is designed to give you the knowledge and tools needed for modern financial planning.
Join us as we break down the key principles of achieving financial success this year.
We know that planning for your financial future can be overwhelming, but we are here to guide you through the process and help you achieve your financial goals. If you’re ready to create a solid financial plan or need assistance in refining your current strategy, our expert team is here to support you every step of the way.
Let’s work together to build a roadmap for your success. Contact us today to discuss how we can help you make the most of your financial opportunities.
Jonathan Brookes
Partner
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.
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Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.