Building Trust Over Transactions as an International Financial Planner | with Bilal Mughal

Building Trust Over Transactions as an International Financial Planner | with Bilal Mughal

In this episode of Hoxton Life, Jacob Hall sits down with Bilal Mughal, an international financial planner with more than 17 years of experience helping clients across the UK, Europe and the Middle East. Bilal shares how a decision to move overseas completely changed the direction of his career, why he believes financial planning is ultimately a people business, and how building long-term relationships has shaped the way he advises clients today. The conversation explores how international financial planning has evolved over the last two decades, why trust matters more than ever, and what advisers need to do to build a business that lasts.  In this episode, Jacob and Bilal discuss: * Why moving into international financial planning changed Bilal's outlook and helped shape a 17-year career built around long-term client relationships. * How trust, service and genuine relationships have replaced transactional advice as the foundation of a successful financial planning business. * The reality of working with internationally mobile clients, managing multiple jurisdictions and coordinating complex cross-border financial planning. * Why collaboration, technology and investment in people have transformed the client experience within modern financial planning firms. * The growing opportunity for Sharia-compliant investing and why ethical investing is becoming increasingly important for clients around the world. Whether you're already working in financial planning, thinking about building an international career, or simply interested in what great client relationships really look like, this episode offers an honest insight into the profession from someone who has spent nearly two decades helping clients navigate complex financial decisions. 🎧 Listen to the full episode on Spotify and Apple Podcasts, or you can watch the full conversation on our Hoxton Life YouTube channel. Ready to start your international financial planning career? Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success. Don’t miss a beat! Subscribe to our YouTube channel [https://www.youtube.com/@HoxtonLife] to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram [https://www.instagram.com/hoxtonwealth], Facebook [https://www.facebook.com/hoxtonwealth], LinkedIn [https://www.linkedin.com/company/hoxtonwealth/], and X [https://x.com/HoxtonLifePod] for more exclusive content. Curious about our career opportunities? Visit our website [https://hoxtonwealth.com/] to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here! For sponsorships, partnerships, or media inquiries, reach out to us [https://hoxtonwealth.com/contact.]

Building Wealth Beyond Your Business | with Stuart McDonald

Most business owners spend years building their company. Far fewer spend the same amount of time planning what happens next. In this episode of Hoxton Life, Chris Ball sits down with Regional Director Stuart McDonald to discuss the financial planning challenges business owners face throughout their journey - from building and growing a business, to extracting wealth tax-efficiently, protecting their family, and eventually preparing for an exit. The conversation explores why many entrepreneurs become so focused on the business itself that their personal financial planning gets pushed to the bottom of the priority list. Stuart explains why relying solely on a future business sale can be risky, and why building wealth alongside your business can create more flexibility and freedom in the future. Chris and Stuart also discuss the emotional reality of selling a business, how to prepare years in advance for a successful exit, and the importance of ensuring your personal financial plan supports your long-term goals. In this episode, we cover: • Why business owners are often asset-rich but time-poor • Tax-efficient ways to extract wealth from a business • Pre-exit planning and preparing for a future sale • Protecting shareholders, families and business partners • Succession planning and passing wealth to the next generation • Family investment companies, pensions and legacy planning • How internationally mobile business owners can benefit from global planning • Why selling a business is often an emotional decision, not just a financial one Whether you're building a business, preparing for an eventual exit, or simply looking to make smarter financial decisions, this episode offers practical insights into creating a plan that works both now and in the future. 🎧 Watch the full episode on YouTube. 🎧 Listen on Spotify and Apple Podcasts. To learn more about Hoxton Wealth, visit https://hoxtonwealth.com/ Ready to start your international financial planning career? Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success. Don’t miss a beat! Subscribe to our YouTube channel [https://www.youtube.com/@HoxtonLife] to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram [https://www.instagram.com/hoxtonwealth], Facebook [https://www.facebook.com/hoxtonwealth], LinkedIn [https://www.linkedin.com/company/hoxtonwealth/], and X [https://x.com/HoxtonLifePod] for more exclusive content. Curious about our career opportunities? Visit our website [https://hoxtonwealth.com/] to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here! For sponsorships, partnerships, or media inquiries, reach out to us [https://hoxtonwealth.com/contact.]

How Purnima Anand Built Her Reputation Across India and Southeast Asia

In this episode of the Hoxton Life Podcast, Julia Duke-Vinton sits down with Purnima Anand to discuss her 18-year career journey - from starting in corporate sales in India to building a successful career as an international financial adviser. Purnima shares what it was like entering a heavily male-dominated industry, the pressure she felt to prove herself early in her career, and how hard work, preparation, and consistency helped her build trust with clients across India and Southeast Asia. The conversation explores the realities of international financial planning, what clients actually value in an adviser, and why empathy, long-term thinking, and genuine intent matter just as much as technical knowledge. They also discuss: * Building trust with global clients over the long term * The importance of confidence and competence in financial advice * Why women bring a unique perspective to financial planning * Creating opportunities for more women in finance * How technology and fintech are shaping the future of advice * Why financial planning can become a genuinely life-changing career Whether you’re already working in financial services, considering a move into the profession, or interested in international financial planning, this episode offers a grounded and honest perspective on building a meaningful career in the industry. 🎧 Watch the full episode now on YouTube, or listen on Spotify, and Apple Podcasts. Ready to start your international financial planning career? Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success. Don’t miss a beat! Subscribe to our YouTube channel [https://www.youtube.com/@HoxtonLife] to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram [https://www.instagram.com/hoxtonwealth], Facebook [https://www.facebook.com/hoxtonwealth], LinkedIn [https://www.linkedin.com/company/hoxtonwealth/], and X [https://x.com/HoxtonLifePod] for more exclusive content. Curious about our career opportunities? Visit our website [https://hoxtonwealth.com/] to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here! For sponsorships, partnerships, or media inquiries, reach out to us [https://hoxtonwealth.com/contact.]

What Happens When a UK Adviser Moves Abroad… Then Comes Back | with Lewis Paterson

Most of our advisers spend their careers advising globally mobile clients. But it’s very different when you become one. In this episode, Lewis Paterson shares what changed when he left the UK to work overseas, built his career as an international financial adviser, and then returned.  Experiencing the realities of moving countries firsthand - from navigating different systems to understanding the emotional side of relocation - gave him a completely different perspective on the advice he delivers today. Lewis and CEO Chris Ball explore the wider mindset behind his journey, including the role of adaptability, building a career across different environments, and the entrepreneurial thinking needed to keep progressing in a changing industry. It’s a reminder that great advice isn’t just technical - it’s shaped by experience, perspective, and the ability to evolve alongside your clients. Watch the full episode on YouTube, or listen on Apple Podcasts and Spotify. Ready to start your international financial planning career? Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success. Don’t miss a beat! Subscribe to our YouTube channel [https://www.youtube.com/@HoxtonLife] to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram [https://www.instagram.com/hoxtonwealth], Facebook [https://www.facebook.com/hoxtonwealth], LinkedIn [https://www.linkedin.com/company/hoxtonwealth/], and X [https://x.com/HoxtonLifePod] for more exclusive content. Curious about our career opportunities? Visit our website [https://hoxtonwealth.com/] to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here! For sponsorships, partnerships, or media inquiries, reach out to us [https://hoxtonwealth.com/contact.]

How We’re Developing the Next Generation of Financial Advisers | with Matthew Morgan

Most people underestimate what it takes to build a career in financial planning. It’s not just about passing exams or learning technical knowledge. In this episode, Matt Morgan sits down with Jacob Hall to share his journey from trading into financial planning, and what he’s learned from advising, leading teams, and now developing the next generation of advisers. We get into the reality of how careers in this industry are actually built, including: * The transition from trading into financial planning, and where he found the most fulfilment * What the pathway into advice really looks like, and why prospecting is the hardest skill to master * Why discipline and consistency matter more than short-term motivation * How Hoxton is developing the next generation of advisers, and what makes that opportunity different It’s a practical, honest look at progression in financial planning - and what it really takes to succeed over the long term. Watch the full episode on YouTube, or listen on all audio platforms. Ready to start your international financial planning career? Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success. Don’t miss a beat! Subscribe to our YouTube channel [https://www.youtube.com/@HoxtonLife] to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram [https://www.instagram.com/hoxtonwealth], Facebook [https://www.facebook.com/hoxtonwealth], LinkedIn [https://www.linkedin.com/company/hoxtonwealth/], and X [https://x.com/HoxtonLifePod] for more exclusive content. Curious about our career opportunities? Visit our website [https://hoxtonwealth.com/] to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here! For sponsorships, partnerships, or media inquiries, reach out to us [https://hoxtonwealth.com/contact.]