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Hoxton Wealth Welcomes Jordan Maxwell as Financial Planner

Hoxton Wealth, a rapidly expanding international Financial Planning company, has recently welcomed Jordan Maxwell to its UK team as a Financial Planner. Maxwell’s journey into Financial Planning began post his urban planning and development studies, followed by a stint in Saudi Arabia. Upon his return to the UK, he delved into the investment sector, initially as an investor relations manager and later transitioning into client advisory roles, eventually evolving into a paraplanner.

Maxwell’s transition from paraplanner to Financial Planner was marked by his Level 4 qualification attainment and the acknowledgment of his adeptness in providing quality advice. His approach to Financial Planning emphasizes lifestyle planning, aiming to delve deeper into clients’ aspirations. By posing probing questions, Maxwell seeks to unearth the underlying motivations behind clients’ financial goals, fostering a holistic advisory framework that goes beyond surface-level objectives.

In his quest to democratize financial advice, Maxwell dispels the notion that advisory services are exclusively tailored for the affluent, citing personal experiences during his expatriate tenure where professional guidance could have averted imprudent financial decisions. Chris Ball, the managing partner at Hoxton Wealth, lauds Maxwell’s dedication to facilitating optimal financial and lifestyle outcomes for clients, underscoring the alignment with the company’s overarching mission.

Established in 2018 by British expat Chris Ball, Hoxton has burgeoned into a global entity with a presence in the USA, Australia, South Africa, and Europe, alongside its burgeoning expansion in the UK. Formerly known as Hoxton Capital Management, the company underwent a rebranding exercise last August to foster inclusivity among its diverse clientele base, encompassing both international and domestic spheres.

Noteworthy acquisitions have fortified Hoxton’s foothold in the UK market, with strategic purchases including St Albans-based Chequer Financial Services and London and Southend IFA Devine Financial Management. The company’s expansion strategy also saw the acquisition of Dudley-based Alpha Financial Services and Guildford-based Bartholomew Financial Planning earlier in the year, encapsulating its growth trajectory and market consolidation efforts.

In a bid to intensify its service offerings, Hoxton continues to bolster its global workforce, currently comprising 300 employees worldwide. The company’s ethos revolves around delivering tailored financial solutions that resonate with clients’ lifestyle objectives, a philosophy epitomized by Maxwell’s entry into the UK team. As Hoxton Wealth embarks on its growth trajectory, Maxwell’s appointment signifies a strategic move towards enhancing client-centric advisory services and fostering financial inclusivity across diverse demographics.

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