Wealth planner joins Hoxton Wealth

Hoxton Wealth has appointed Michael Lennon as its new chartered wealth planner based in the North West.

Michael will lead growth efforts from the firm’s Liverpool office as it looks to expand its UK presence.

He said: “One of the main things that appealed to me about joining Hoxton was the global aspect of the business. 

“Our world is becoming increasingly smaller and having the ability to service clients on a global basis is a very exciting proposition for me. 

“I am currently studying for my Series 65, to advise clients with US assets also. 

“This will add extra layers to the value I can bring, being able to advise clients who have assets in both the US and UK.

“The core service proposition is based around lifestyle financial planning and that is solely focused around helping the client achieve and maintain their dream lifestyle. 

“Allowing clients to live life on their terms gives me the greatest job satisfaction.”

Oliver Gorman, revenue director at Hoxton Wealth, added: “We’re absolutely delighted to welcome Michael to the Hoxton Wealth team.

“Not all our UK advisers are focused on the international space but for those who are, like Michael, our global regulatory footprint is a real advantage.

“What makes Hoxton Wealth different is that we give advisers the flexibility to build the career they want, whether that’s working with UK-based clients, carving out a niche, or offering truly borderless advice.

“We are excited to see what Michael does as he develops our high net worth divorce planning proposition, both in the UK and globally.”

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