Skybound Wealth Management

Retirement Planning

Support your life-style even after the salary stops.

Retirement isn’t just about pensions or nest eggs — it’s about making confident choices for your life after work. Whether retirement feels far away or just around the corner, our expert advisers help you prepare with clarity and control.

We help expats and globally mobile professionals avoid one of the most common regrets: not planning early enough. From building up savings to structuring reliable income streams, we tailor everything to your lifestyle and vision for the future.

At Skybound, we don’t follow a one-size-fits-all approach. We start with understanding you - your goals, your family, and your plans. Then we build a strategy to get you there.

No matter your age or stage, it’s never too early or too late to take action.

Skybound won the Company of the Year award at the 2024 Investment International Awards.

How Our Retirement Planning Works

It couldn’t be easier to get started with Skybound. Speak to an adviser to see how we can help you. We take the hard work off your shoulders, ensuring that you get the most up-to-date advice.

To find out more about how we work with you and the tried-and-tested steps we take for successful retirement planning, we’ve outlined our process below.

01

Connect

Book a call with one of our retirement specialists to discuss your goals and what a fulfilling retirement looks like to you.

02

Understand Your Finances

We take a deep look at your income, savings, pensions, and expected lifestyle to understand where you stand.

03

Plan Your Retirement

We build a personalised retirement plan — including saving strategies, income timelines, and tax-efficient options.

04

Take Action

From consolidating pensions to adjusting savings plans, we help you implement the steps needed to stay on track.

05

Stay on Track

Life changes — and so should your plan. We review regularly to make sure you’re aligned with your evolving goals and future timeline.

How We Can Help You

Whether you’re unsure about what to do with your current savings, feeling overwhelmed by your retirement options, or worried about outliving your savings, we’re here to help. We are a trusted source for customers all over the world because we tailor our services and offer global reach, which offers more options for your retirement planning.

Be Informed of Your Retirement Saving Options

We’ll help you understand the best local and global pension solutions available — tailored to your goals and future lifestyle.

Calculate How Much Income You Need

Get clarity on what you’ll need to retire comfortably, and how to grow and manage your savings to make it happen.

Keep Your Finances Healthy When Retiring Abroad

We guide you through cross-border retirement planning so you can retire with confidence, wherever life takes you.

UK Pension Transfers

Let Skybound Support Your Retirement Planning

We’re here to help you confidently plan for your retirement. Our global reach from local financial advisers helps us stand out. With many experienced advisers who work across five continents and seven offices, we make getting a bespoke financial solution accessible for expats.

Winner of awards, including the Company of the Year 2024 Investment International Award, we provide a level of trust that goes a long way. We’ve supported over 10,000 clients globally with all manner of financial advice, including how to enhance their savings and plan for a prosperous, fulfilling retirement.

Start planning for your retirement today.

Talk To An Adviser

Global Reach. Trusted Advice. Smarter Solutions

Local Knowledge. Global Reach

With offices across five continents, we’re dedicated to serving expatriates and international investors worldwide. Wherever you are, our expert financial solutions are just a call or click away.

Regulated for Your Confidence

We’re licensed in multiple jurisdictions, ensuring your investments are handled with care and compliance. Your financial security is always our priority, and we keep things simple and clear.

Smart Tech, Smarter Wealth

Our purpose-built tech solutions give you real-time control, making it easier than ever to stay on top of your investments. Innovation that keeps your wealth growing.

Why Choose Skybound Wealth

Because good advice changes everything! We believe great financial advice should be personal, practical, and powerful. Our advisers combine global expertise with local understanding to help you make smarter decisions, wherever life takes you.

Whether you're planning for retirement, securing your family’s future, or managing complex cross-border investments, Skybound delivers expert-driven solutions you can rely on.

Global Team, Here for You

Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach — so you can move forward with clarity and confidence.

Talk To An Adviser

Retirement Planning Overview

Whether you’re looking to retire early or hoping to boost your income to fund your lifestyle, we’re here to help.

A good place to start for many is getting a pension review. If you dream of retiring early or at least being able to work through choice rather than necessity, you will need to take into account how much bigger your savings pot needs to be to facilitate this, something that our experienced advisers can help you calculate.

Skybound’s team will help you formulate a bespoke plan in line with your attitude to risk that will allow you to realise your retirement dreams.

Regular reviews will also make navigating complex tax breaks, benefits and allowances easier and ensure you avoid penalty charges. More to the point, ongoing support and advice will also ensure you stay on track for your retirement goals.

Personal Financial Advice

We provide bespoke financial plans for the long-term security and comfort of you and your family.

Financial Well-being

Health, wealth and life insurance help to protect you and your loved ones.

Savings

We’ve helped thousands of clients build confident retirement plans using tools like our passive income calculator giving clarity on where they stand and what they’ll need for the lifestyle they want.

5,000+
international clients & growing
$1 Billion
of client savings under management
27
Industry Awards & Counting Since 2021
8
offices on 5 continents & more planned
With a passion for personal and professional development that exists throughout the company, and comprehensive development support, we empower our people to be the very best they can be as we strive as a collective to not only remain at the forefront of international financial planning, but to lead its evolution.

Related E-Guides

UK Pension Review For Expats
Maximising Your Swiss Pension Once You Have Left
British Pension Retirement Update | Stay Informed

See What Our Satisfied Clients Have To Say

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February 28, 2025
A true credit to himself

A true credit to himself and the company he represents.

Chris Gerber

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February 28, 2025
Grateful for the exceptional service provided

I am incredibly grateful for the exceptional service provided by Jake Murphy at Skybound. Their expertise and personalized approach have not only helped me focus on my financial goals but also given me peace of mind about my future. They are always attentive, knowledgeable, and proactive, ensuring that my investments are well-managed and aligned with my objectives. I highly recommend their services to anyone seeking a trustworthy and effective financial advisor.

Noor Schroeder

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February 28, 2025
I can highly recommend Jake and the positive experience

I can highly recommend Jake and the positive experience I’ve had working with Skybound and the services they provide. Jake is extremely knowledgeable as an advisor and was very helpful when it came to explaining what Skybound do and how I could benefit from their services. I would definitely recommend Jake.

Gillian Mitchell

Talk To An Adviser

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.

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