Comprehensive and timely advice from Ms Carla Smart
I received comprehensive and timely advice from Ms Carla Smart regarding investment options. Ms Smart was courteous, professional, and extremely responsive to my many queries. I found the Skybound method of assessing risk appetite comprehensive and reassuring. Ms Smart ensured that I understood the risks and costs associated with the options available before I signed up for the eventual product. While Skybound's financial advice is costly, I consider it worth the investment for the excellent service received and the guidance that I continue to receive.
CDW
Geneva - Switzerland (ARIF)
Carla Smart
Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries. Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.
Financial advice for British Nationals and International workers from our offices around the globe.
Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading International Independent Financial Advisory Company. For over 20 years, we have been providing global client-conscious financial advice.
Through a combination of passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, we aim to be the anchor that keeps you grounded whilst allowing your investments to soar.
We do this by delivering bespoke financial plans for the immediate future and for the long-term security of you & your family. This means you can live for today, knowing tomorrow is taken care of.
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