What really happens when two established international financial planning firms come together? In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history. This episode explores how two firms came together with a shared focus: honouring the...
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What really happens when two established international financial planning firms come together? In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history. This episode explores how two firms came together with a shared focus: honouring the...
Financial Adviser Explains: What You Need to Know About Transferring Your UK Pension Abroad - with Jess Rooney
Hoxton Life
27 minutes
3 months ago
Financial Adviser Explains: What You Need to Know About Transferring Your UK Pension Abroad - with Jess Rooney
Thinking of transferring your UK pension while living overseas? Before you touch your defined benefit scheme, listen to this. In this Hoxton Life episode, Jess Rooney (Chartered Financial Planner) breaks down the complexities of transferring a final salary pension - especially for expats. From currency risk and tax issues, to the emotional shock of investment losses, Jess shares why this isn’t a decision you make lightly. She also explains why FCA red tape exists - and how the right regul...
Hoxton Life
What really happens when two established international financial planning firms come together? In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history. This episode explores how two firms came together with a shared focus: honouring the...
