Financial Advice
Savings & Investments
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Our advisors are invaluable for expats by helping them with international and cross-border financial planning, saving money on currency transfers, and earning more interest on their savings.
By helping with things like cross-border financial planning, saving money on currency transfers, and earning more interest on their savings, Skybound Wealth's exprienced advisors provide an invaluable service to expats. Our advisors assist with crucial areas like tax, retirement, and estate planning — ensuring that finances are well-structured, not just for life abroad but also for potential repatriation. We offer tailored international investment strategies to help expats grow and protect their wealth globally. Our services include:
The thought of spending your entire life working, only to see a significant portion of your wealth go to taxes, can be frustrating. Fortunately, we can help to reduce or even eliminate this tax burden.
Retirement planning is about maintaining the lifestyle you’ve worked so hard to achieve, even when your salary stops. After all, it’s not what you save, it’s when you start saving that matters.
From updating your tax status to preparing for tax liabilities on existing investments, we can help prevent a large chunk of your wealth from falling into the hands of the tax man.
Mortgages can be complicated. But Skybound will search hundreds of options to find the most suitable mortgage for you and your individual needs. Whether you’re a first-time buyer, moving home or looking for a re-mortgage, we’ve got you covered.
When it comes to your pension, you have lots of options. From leaving your pension in the UK to transferring your UK pension into a QROPS — we can support you in making the right financial decisions for your future.
A bond is a vital part of any well-balanced portfolio and can provide a good source of income. Establishing a portfolio bond is a straightforward process, which Skybound Wealth can guide you through.
Jill V
Novartis
I have known Peter for approximately 7 years. He is very supportive and understanding of my quite complex situation (working in Switzerland, living in France, returning to UK on retirement). I appreciate his knowledge and ability to explain in lay persons terms all the options available to me, and his oodles of patience when asked to repeat on multiple occasions. Retiring is a huge financial transition and Peter has provided good guidance on how to invest my pensions and savings, which has given me confidence that my chosen financial strategy will provide for my needs into the future.
Alana
I am thrilled to share my experience with Nathan. As someone who was previously averse and weary about investments, I couldn’t have asked for a better guide on this journey. Nathan has been instrumental in helping me grow my property and investment portfolio, all while keeping my best interests at heart. What I appreciate most about Nathan is his consistent focus on the end game, retirement. He has laid out a clear, strategic plan that has instilled confidence in me for the future. With Nathan by my side, I feel assured that we are on the right path to achieving my retirement goals. I wholeheartedly recommend Nathan to anyone looking for expert and dedicated financial guidance!
Mercy
Working with Nathan Mpofu has been a seamless and rewarding experience. Our journey began in 2022 when he provided full support in securing an offshore bank account in a tax-efficient jurisdiction, an important step in safeguarding hard-earned savings and meeting long-term financial goals. Since then, we’ve developed a comprehensive financial plan with strategic investments across the property and securities markets. Nathan has a remarkable ability to simplify complex financial matters while delivering tailored, thoughtful advice. It has truly been a pleasure working with him. His professionalism, insight and unwavering commitment to client success consistently stand out. With clarity, care and integrity, he makes even the most intricate decisions accessible and manageable. Nathan approaches every interaction with patience and purpose, taking time to understand not just the numbers but the person behind them. He brings a rare blend of technical skill and human touch that sets him apart in this field. I’ve always felt confident in the decisions we’ve made together, and I have every confidence that anyone fortunate enough to work with Nathan will feel equally supported and empowered.
Whether you are part of a family, a young individual or a professional, we provide bespoke financial advice to help streamline your wealth management. With over 20 years of experience, we have the knowledge and expertise to provide reliable support.
Get in touch with our knowledgeable team today for wide-ranging guidance tailored to the individual needs of expats.
An expat financial advisor should bring strong cross-border experience to help clients navigate the complexities of managing finances across different countries. Along with relevant qualifications like CFP or CFA, they need a deep understanding of international regulations, covering areas like taxes, pensions, and legal systems—so they can provide accurate, informed advice. Clear communication is crucial for explaining complex issues in simple terms, while maintaining high ethical standards fosters trust and transparency.
Our services are comprehensive, and we offer a solid grasp of global financial markets and regulations, ensuring expats can manage and grow their wealth across borders effectively.
At Skybound Wealth, we provide specialist expat financial advice that goes far beyond traditional budgeting and investment services. Our highly experienced advisors are efficient in cross-border financial planning, with a deep understanding of financial regulations and tax laws across multiple jurisdictions.
We craft personalised financial strategies designed to address the unique challenges and opportunities that come with living and working in another country, ensuring your wealth is optimised and protected no matter where life takes you.
We understand that living abroad can make you feel like you need to start afresh, and it can leave you feeling financially confused. That is why we provide an array of different expat financial advice, helping to ensure your needs are met. From trust planning & wills to repatriation, our financial advisors have you covered
Do you need more information about our financial services? Feel free to browse through the latest news and advice for our expats including blogs, articles and more!