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.
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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.
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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.
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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.
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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.
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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.
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Amer
Dubai - UAE (IA)
I've had the pleasure of working with Simon for over five years thus far, and I must say that his availability and straightforward approach to discussions and recommendations have consistently stood out. Simon has been a reliable and accessible support throughout our engagement, making our collaboration both effective and enjoyable. Thank you for your support and all the best in 2024. Amer
Mourad Piron
Clear efficient and professional.
Thorsten
Geneva - Switzerland (ARIF)
I am extremely grateful to Carla Smart for patiently assisting me with the process of transferring my UK pension into a SIPP. As I have been working outside of the UK for several years and am not planning to retire there, it was necessary for me to transfer to a scheme which allows me to draw down in Euros, paid into an account outside of the UK. From the outset of the process through to completion I found Carla Smart to be incredibly knowledgeable, thorough and professional.
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!
An International Wealth Management Company Built Upon That, Which Is Most Precious To You. The Desire For Freedom & Benefit.
The biggest investment we make isn’t into a single stock or share, it’s our commitment to helping you realise the future you deserve .
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