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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Christina Slinn
We've been working with Max Gerstein for the past 6 or 7 years, and I can't recommend him highly enough. Max is always honest and straightforward, never pushing a sales pitch, which is refreshing in the financial advisory world. His advice has consistently been spot-on, especially when it comes to retirement planning. Max takes the time to understand our goals and provides guidance tailored to our needs, not just generic recommendations. If you're looking for a financial advisor who genuinely cares about your financial wellbeing, Max is the person to go to!
Mary Ann
I have always found investment and investing interesting, but I do not know much about it. I have also been burnt once before where after over ten years the investment company unilaterally closed my account and simply deposited a measly amount into my bank account, so I was wary of investing again. But I met one financial adviser, an expert in these matters, who has patiently explained things to me and talked to me regularly … Chris Ellis. What I might know now, I have learned from him. I have asked him questions during our meetings, and he never treated me condescendingly. I have also asked him what he would do if he were in my shoes, and he would answer me truthfully. When I lost my job and was not sure what to do with my investment, he calmed my fears, allayed my concerns, and gave me suggestions. He is my financial adviser, but I feel like he is my family as well. Through the years, I have found Chris to be trustworthy, honest, reliable, dependable, and knowledgeable. I am blessed to have known him and have him advise me through pandemic and the unstable, fluctuating global economy. I honestly would not have it any other way (mashallah).
Kyle Metcalfe
ust want to say a massive thanks to Dion, just started with this company and everything was amazing from start to finish. The full process was smooth, I don’t know much about investing that’s why I come to Dion to help me with getting into it and starting my financial journey. I barely had any questions at the end because every meeting we have he explained everything to the dot - I couldn’t recommend him enough, top guy and thanks again! Highly recommended these guys they do an amazing job and I’m just super excited to see my finance grow. 👍🏼
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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