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Understanding Sustainable Investments
Sustainable investing is not just about doing good, it's about doing well financially.
May 20, 2024
Taylor Condon
DipFA, CII,MIFID
Senior Financial Planner
Taylor Condon is a seasoned financial planner at Skybound Wealth Management, bringing a wealth of knowledge and expertise to her role. With over nine years of experience in the financial sector, Taylor has a proven track record in helping individuals and families organize their finances to achieve their future goals.
Taylor's career began at a prominent UK national building society, where she gained extensive experience in UK-based financial planning. During her tenure, she obtained the prestigious Level 4 Diploma for Financial Advisors (DipFA) from the London Institute of Banking and Finance, demonstrating her commitment to professional excellence.
In 2018, Taylor relocated to Switzerland, where she continued to prioritise her professional growth. She has earned advanced certifications, including the CySEC Advanced (MIFID EU) and IDD qualifications through the Insurance Institute of Cyprus. She is currently pursuing the esteemed Level 7 qualification with the Chartered Institute of Securities and Investments, further enhancing her ability to provide comprehensive financial planning advice.
As Skybound Wealth expands its presence within the EU, Taylor has taken up the role of Head of Investment– Cyprus and also sits on the Groups Investment Committee alongside our Chief Investment Officer and Strategists.
In addition to her roles at Skybound Wealth, Taylor is an active leader in the Women Like Us Network, a supportive community for professional female expatriates. Having worked in male-dominated industries, Taylor knows the importance of finding a supportive network. The Women Like Us Network focuses on empowering women through networking, professional development, and social events. Taylor loves being part of this vibrant community and is passionate about helping other expatriates thrive.
Taylor's extensive qualifications and hands-on experience enable her to develop and implement customized financial plans tailored to her clients' long-term ambitions and future lifestyles.
Qualifications & Awards
DipFA and CySEC Advanced
Areas of Expertise
- Retirement Planning
- Lifestyle Financial Planning
- Income & Cashflow Planning
- Pillar II & III Planning
- Repatriation Advice
- Domestic & International Investments
- Regular and Lump Sum Savings
- RSU’s and Option Structures
- Diversifying Portfolios and Risk Reduction
- Situs Asset Transfers
- Education Fee Planning
- Critical Illness Cover
- Asset and Insurance Protection
- Life Insurance Cover
- Inheritance Tax Planning
