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Financial Planning is a cyclical process and so we need to ensure that we keep your plan under review as personal and economic factors will change. Financial plans evolve and develop over time through an ongoing relationship between us both, and in order to ensure the plan is robust, it must be frequently monitored.
At Skybound, we always take a long-term view and as your investment partner it’s our job to coach you through things like market volatility and political uncertainty. By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong, long-term investment strategy.
Investor behaviour is the biggest factor that determines long term investment returns. This is because it’s your emotion and overconfidence, that can affect your investment decision-making. When markets fall, a common reaction is to sell. Panic selling is one of the biggest risks when investing. However, an unwillingness to accept when to cut your losses, can be equally harmful. At Skybound we have decades of experience of navigating these ups and downs, and as part of our ongoing support, we will guide you through the headlines and get rich quick investment schemes.
A pension is often the single biggest element of a person’s retirement plan. Our dedicated Pensions Division specialise in identifying the pros and cons of all the options available to you.
Our in-house Investment Committee comprises of representatives from various departments of the business with a primary function of providing governance and oversight to the investment proposition of the business. Our industry-leading investment proposition is based on protecting existing wealth and building steady and consistent returns.
There are close to 500 international globally based planning firms, and over 97% of these have no ability to offer regulated ongoing advice or service to British expats when they choose to return home. Skybound's Repatriation team exist to do just that. Working alongside you to ensure you aren’t faced with any unexpected tax issues upon your return.
Combining the expertise of Skybound and carefully selected Fund Managers with cutting edge platform technology, allows us to offer a Managed Portfolio solution to clients who would normally not meet the requirements to access Discretionary Fund Management.
As your partner on your journey, we will be with you every step of the way.
“The biggest investment we make isn’t into a single stock or share, it’s our commitment to helping you realise the future you always dreamed of.”
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.