Expat Financial Advice In Switzerland | Skybound Wealth Management SA

As Financial Advisers who live & work with you in Switzerland. Our experts are on hand to offer you independent financial planning & UK pension transfer advice from the heart of Europe. We are able to offer a wide range of services relating to your financial status including the Swiss Pension System, Swiss 3 Pillar System and Vested Benefit Accounts.

Future Proofing Your Finances whilst living in Switzerland.

Whilst Switzerland remains a firm favourite with international workers, the changing landscape makes it harder for expats to plan for the future as effectively as in years gone by. So when your career takes you to Switzerland, sound international advice, independent choices and secure, confident decisions are required.

‘Having the right Financial Plan in place can make those difficult decisions a little easier.’

As you are living and working in Switzerland, it makes sense that your financial planner should be close by and understand the local challenges you may face when planning your finances. If you are planning on retiring overseas in Switzerland then it is always advisable to get your existing pension reviewed by one of our independent advisors who are on hand to offer you the advice and support that you need.

Established in Geneva, Skybound Wealth Management's Swiss office has grown over the last ten years and know the best ways for you to take advantage of the many benefits of living in the country. Whether it's by implementing offshore saving plans, transferring your UK pension or by setting up a Vested Benefit account.

Financial planning issues to consider while living in Switzerland

Below is a brief overview of some of the core issues you will face while living and working in Switzerland. You should consider these when growing, protecting and planning for your financial future.

Cross Border Advice

Different Cantons have different laws and regulations. Often many expats live in France and travel to work in Switzerland. Knowing the implications, benefits and pitfalls of cross-border advice is how Skybound Wealth Management has grown to be the largest and most recognised Financial Planning brand in the region.

Portability & Flexibility

Portability is often a major requirement for expats in Switzerland, often moving within Europe and requiring financial solutions which can do the same.

Whether it be helping you understand the Three Pillars, the recent changes to French tax law or finding the best education for your children, Skybound's planners can help simplify your choices and find the best ones for you.

Investment, Protection & Planning

In Switzerland Skybound helps you plan for the lifestyle you dream of, ensuring your family is protected should the worst. We help make your hard earned savings work as hard for you, as you have to earn them.

So whether you would like advice on any UK pensions or local advice on your healthcare scheme, Skybound Wealth Management has the knowledge to deliver.

"No one plans to fail. They simply fail to plan"

If you are living in Switzerland and would like some jargon-free, independent help to get your finances in order then please get in touch and we’ll see how we can help.

Switzerland Services

We offer a number of financial planning services that are specific to Switzerland, such as:

Swiss Pension System

Vested Benefit Accounts In Switzerland

Geneva - Switzerland (ARIF)

Contact our office today to make the most of your higher earnings and build a truly international financial plan for your future.

+41 (0) 22 518 0286 clientservices@skyboundwealth.com

Office Address

SWM Financial Planning SA
International Center Cointrin,
Block C, First Floor (C2)
20 Route De Pre Bois, CP 1821,
1215, Geneva 15

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Take A Look At What Our Satisfied Clients Have To Say

May 4, 2021

Happy to have regular check-ups and…

Happy to have regular check-ups and updates from our adviser.

Rachel

June 8, 2021

Thomas was very helpful and made it...

Thomas was very helpful and made it clear what I was signing up for. HE also made the process easy for me and I hardly had to lift a finger and I was comfortable with Tom so didn't have to do much thinking either. Looking forward to working with him in the future.

Donn

September 18, 2021

Recommendation - Mr. Christopher Ellis Senior Advisor, Skybound Wealth Management

I have had the privilege of working with Mr Christopher Ellis (Senior Advisor Skybound Wealth Management) as my Financial Advisor for several years, firstly, when I held a Premier Plan with Friends Provident International (now matured and surrendered on 3 February 2021) and a financial investment under Flex Global (on-going). I would like to state right at the outset that I have complete confidence and trust in Christopher’s financial advice and guidance. I have benefited from the passion, knowledge, and genuine interest that he continues to exhibit in guiding me through my financial investment journey. He has been very proactive in his approach to making me understand the situations and different scenarios in the financial markets. Christopher has consistently kept me abreast of the changes in the financial markets and guided me in making sound investment options. I appreciate his deep understanding of the markets, his analytical skills, and forthrightness at enabling me understand the intricacies and risks, particularly during the early days of the COVID 19 when there was uncertainty and fear due to the significant volatility experienced in the financial markets. He has communicated the problems and gaps in my financial plans and offered solutions that I understand as a lay person. I highly appreciate the regular and well-planned review sessions that confirm my confidence in his guidance. I always look forward to the various one to one policy review sessions that he handles holistically, including analysis of market trends, gauging my understanding, and exposing me to aspects of my portfolio that I would not otherwise understand. I believe strongly that my investment portfolio with Friends Provident International was properly structured with timely reallocation of assets whenever goals changed. I can state with confidence that Christopher is familiar with me as a client and can easily detect when I have concerns. Finance is not one of my strongest areas and I am a very cautious person. Therefore, I really do appreciate the fact that he is able to break concepts down to the extent that gives me the courage to walk my financial journey. As recent retiree, I look back with nostalgia and satisfaction at the interest Christopher took at my impending retirement. While I understood clearly that the markets were sometimes volatile and this could impact negatively on my investments, his reassurance and encouragement at taking risks helped calm my anxieties and apprehensiveness. I am very happy with Christopher’s services and happy that I am working with a financial adviser who is interested in my needs and understands me fully as client.

Esther Ouma

Expat Financial Planning & UK Pension Transfer Advice In Switzerland

As International Financial Advisers based in Geneva, Switzerland, our experts are on hand to offer you independent lifestyle financial planning & UK pension transfer advice. In the ever changing landscape of international finance, we are hear to be your expert guide on life's journey.

Future Proofing Your Finances whilst living in Switzerland.