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.
Our advisors are invaluable for expats by helping them with international and cross-border financial planning, saving money on currency transfers, and earning more interest on their savings.
By helping with things like cross-border financial planning, saving money on currency transfers, and earning more interest on their savings, Skybound Wealth's experienced advisors provide an invaluable service to expats. Our advisors assist with crucial areas like tax, retirement, and estate planning - ensuring that finances are well-structured, not just for life abroad but also for potential repatriation. We offer tailored international investment strategies to help expats grow and protect their wealth globally. Our services include:
The thought of spending your entire life working, only to see a significant portion of your wealth go to taxes, can be frustrating. Fortunately, we can help to reduce or even eliminate this tax burden.
Retirement planning is about maintaining the lifestyle you’ve worked so hard to achieve, even when your salary stops. After all, it’s not what you save, it’s when you start saving that matters.
From updating your tax status to preparing for tax liabilities on existing investments, we can help prevent a large chunk of your wealth from falling into the hands of the tax man.
Mortgages can be complicated. But Skybound will search hundreds of options to find the most suitable mortgage for you and your individual needs. Whether you’re a first-time buyer, moving home or looking for a re-mortgage, we’ve got you covered.
When it comes to your pension, you have lots of options. From leaving your pension in the UK to transferring your UK pension into a QROPS — we can support you in making the right financial decisions for your future.
A bond is a vital part of any well-balanced portfolio and can provide a good source of income. Establishing a portfolio bond is a straightforward process, which Skybound Wealth can guide you through.
Anonymous (Spain relocation)
With plans to move to Spain, we were very cautious with how pensions and tax would work as we had little knowledge of the process. Kelman Chambers has been amazing, helping us navigate through different options, advising us of pitfalls and making sure we had the right information to help us make informed decisions and at the right time to optimise tax allowances. He really listened and gave us the best advice for our situation but also allowed us flexibility to accommodate our needs. And did all this with a relaxed and “nothing is too much trouble” attitude. We have already recommended Kelman to our friends to help with their pension investment.
Anjali Walker
I highly recommend Josh Clancey to anyone seeking wealth management services, regardless of the size or complexity of their portfolio. Josh has consistently gone above and beyond to support me with my investments and provide guidance beyond my expectations. He has handled some very challenging situations with exceptional professionalism, patience, and understanding, giving me confidence and peace of mind throughout the process. His dedication, expertise, and genuine commitment to his clients make him an outstanding wealth management professional.
Alexander
Since several years a part of my financial investments is managed with the professional support by SWM. The quality of service has always been very good, but has clearly further improved over the last years towards excellence. I'm in particular very much pleased with the very competent and very sympathetic support by my personal SWM financial advisor Matthew Peterson.
Whether you are part of a family, a young individual or a professional, we provide bespoke financial advice to help streamline your wealth management. With over 20 years of experience, we have the knowledge and expertise to provide reliable support.
Get in touch with our knowledgeable team today for wide-ranging guidance tailored to the individual needs of expats.
An expat financial advisor should bring strong cross-border experience to help clients navigate the complexities of managing finances across different countries. Along with relevant qualifications like CFP or CFA, they need a deep understanding of international regulations, covering areas like taxes, pensions, and legal systems—so they can provide accurate, informed advice. Clear communication is crucial for explaining complex issues in simple terms, while maintaining high ethical standards fosters trust and transparency.
Our services are comprehensive, and we offer a solid grasp of global financial markets and regulations, ensuring expats can manage and grow their wealth across borders effectively.
At Skybound Wealth, we provide specialist expat financial advice that goes far beyond traditional budgeting and investment services. Our highly experienced advisors are efficient in cross-border financial planning, with a deep understanding of financial regulations and tax laws across multiple jurisdictions.
We craft personalised financial strategies designed to address the unique challenges and opportunities that come with living and working in another country, ensuring your wealth is optimised and protected no matter where life takes you.
We understand that living abroad can make you feel like you need to start afresh, and it can leave you feeling financially confused. That is why we provide an array of different expat financial advice, helping to ensure your needs are met. From trust planning & wills to repatriation, our financial advisors have you covered
Do you need more information about our financial services? Feel free to browse through the latest news and advice for our expats including blogs, articles and more!
