William Gray, ACSI

Sound financial advice should result in you being better off financially and having more time to focus on your life, career and family.

I am a UK- and US-qualified adviser working with a multi-jurisdictional financial planning company, Hoxton Wealth, which is regulated in 7 juristdictions, including the US, UK, UAE, Cyprus, South Africa, Labuan (Malaysia) and Australia.

I’m with you every step of the way in what will become a long lasting professional relationship built on trust, shared values, and most of all: results.

I am an Associate Member of the Chartered Institute for Securities & Investments (CISI), the UK’s leading professional body for financial services, I hold multiple qualifications:

CISI Level 4 Diploma in Investment Advice (IAD)
- UK Regulation and Professional Integrity (Part I IAD)
- Investment, Risk & Taxation (Part II IAD)
- Financial Planning & Advice (Part III IAD)
  This qualification satisfies the FCA requirements to give investment advice in the UK.
NASAA Uniform Investment Adviser Law Exam (Series 65)
- This qualification allows me to give investment advice in the United States.
CISI Level 4 Certificate in Paraplanning
CISI Level 3 International Certificate in Wealth & Investment Management
CISI Level 3 International Introduction to Securities & Investment
CII Award in Financial Planning (non-UK)

Feel free to book a complimentary consultation where I can assess your situation and how I might be able to provide assistance.

Thanks for stopping by,
William

william.gray@hoxtonwealth.com | +84 395 340013

Results-Based Financial Planning

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Retirement Planning

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Insurance

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Property Investment

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Hoxton Consulting in Vietnam

Our mission is simple: to empower our clients to achieve their financial goals with confidence and clarity, no matter where they are in the world.

Book a free consultation today so we can explore and consider your goals and objectives and build you a tailored financial plan that will help you reach where you want to be. There is no charge to a meeting.