Lifestyle Planning, Court of Protection & Farming Clients - A Financial Planner’s Unique Journey

The Financial Planner Who Leads with Purpose - Featuring Teresa Dunning, Hoxton WealthIn this episode of Hoxton Life, I sit down with Teresa Dunning, Financial Planning Director at Hoxton Wealth, to talk about what it truly means to build a career around impact - not just numbers.Teresa has carved out a unique path in the financial planning profession, specialising in two powerful niches:Supporting farming families with succession and inheritance tax planningAdvising families affected by clinical negligence and personal injury, through court of protection and lifetime care planningShe shares how her journey started in retail banking, how she became Chartered, and why she made the decision to join Hoxton Wealth in 2024.We discuss:What it’s like working within Hoxton Wealth’s intrapreneurial adviser modelWhy professional connections have been the foundation of Teresa’s successHow she launched a seminar for the agricultural community—backed by HoxtonThe emotional depth of working with vulnerable families through legal processesHer plans to mentor the next generation of financial plannersTeresa’s story is one of purpose, proactivity, and personal growth. It’s also a clear look at what’s possible when advisers are given the space, tools, and support to build something of their own.Whether you’re an aspiring financial planner or a seasoned IFA looking for a new way forward, this episode will leave you inspired.🎥 Watch the ⁠docu-story and more episodes on YouTube: Search “Hoxton Life”🎙️ Or listen now 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 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, Facebook, LinkedIn, and X for more exclusive content.Curious about our career opportunities? Visit our website 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