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.
Keith O Leary
Electrical Supervisor at Fluor Group
Jake is a very welcoming, honest & trustworthy professional who works with integrity to provide his clients with sound financial advice and guidance. Jake’s up to date expertise in the financial sector creates a trust that is rare to find. I would highly recommend Jake and his services and look forward to many more years working together.
James Bruce
Country Manager at ASCO Group
I had the pleasure of working with Jake recently and received exceptional financial advice. His expertise in financial planning and investment strategies is impressive. He provided clear, actionable advice that helped me reach the correct financial decisions for my long-term future. Jake is not only knowledgeable but also a great communicator who fully understood my financial goals. I highly recommend him to anyone seeking professional financial guidance.
Thomas Orenz
Growth Architect
I am delighted to recommend Callum as an outstanding financial advisor. His professionalism and expertise have consistently impressed me, ensuring my financial planning is in the best possible hands. From our first consultation, Callum has shown an exceptional ability to address all my financial topics comprehensively, whether for current needs or future planning. His approach is both thoughtful and pressure-free, allowing me to make informed decisions at my own pace. One of Callum’s standout qualities is his meticulous attention to detail. He takes the time to explain every aspect of a strategy or investment, ensuring I have a complete understanding of the implications and benefits. His feedback culture is remarkable - questions are typically answered within the same day, providing both clarity and confidence in his recommendations. Callum's global perspective has been invaluable in identifying opportunities and gaps for smart investments worldwide. His proactive approach to uncovering innovative strategies and maximizing returns demonstrates his dedication to my financial success. I am grateful for the trust and transparency Callum brings to every interaction. I wholeheartedly recommend him to anyone seeking a knowledgeable, responsive, and client-focused financial advisor.
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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