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.
Martin
Having spoken to several financial advisers as UK expats living in France and approaching retirement, Peter Smith stood out from the outset for his approachable manner, professionalism, and willingness to explain complex matters clearly. With Peter’s expertise and guidance, I established an International Assurance Vie (AV) and transferred my UK pension into a QROPS. In light of the UK Government’s proposed changes concerning the inclusion of pensions within estates for Inheritance Tax (IHT) purposes, this has proved to be a particularly astute decision. I have now been a client of Peter’s for over five years and have been very pleased with both the performance of my investments and the quality of his advice throughout that time. Peter keeps me well informed, and our quarterly Zoom meetings provide an opportunity to review progress and ensure everything remains on track. He is also readily available whenever I need clarification or further advice. He is always approachable and willing to take the time to ensure I fully understand the options available to me. I would have no hesitation in recommending Peter Smith at Skybound Wealth to anyone looking for a proactive, forward-thinking and, above all, trustworthy financial adviser.
Nadine Rushforth
As clients of Peter Smith, we were so impressed by his professionalism, expertise and personal approach that we had no hesitation in following him to Skybound. Peter has earned our trust through his thoroughness, excellent communication and ability to explain complex financial matters clearly. He keeps us informed at every stage, is always approachable, and makes the whole process feel straightforward and manageable. We wholeheartedly recommend Peter to anyone seeking a knowledgeable, professional and trustworthy financial adviser. We are delighted to continue having him look after our financial affairs at Skybound.
Mark and Rachael
My wife Rachael and I have known and worked with Mark Powsney for well over six years now, and I can genuinely say that we couldn't wish for a better financial adviser. Mark looks after pretty much every aspect of our financial wellbeing, and over the years we've come to trust his advice and judgement implicitly. Whether it's financial planning, life insurance, advice on wills or simply talking through an investment we're considering, Mark is always happy to help and takes the time to make sure we fully understand our options. One of the things we've always appreciated about Mark is that nothing ever seems too much trouble. He's approachable, knowledgeable and genuinely interested in doing what's right for us as a family. Even when something falls outside his own area of expertise, he'll happily make enquiries, recommend someone he trusts or point us in the right direction. He never simply leaves us to get on with it. After all these years, Mark has become much more than just our financial adviser. He's someone we know we can pick up the phone to, have an open and honest conversation with and trust to give us straightforward, sensible advice. That sort of relationship is invaluable, particularly when it comes to looking after your family's financial future. We really cannot speak highly enough of Mark. He's a credit to Skybound Wealth, someone who genuinely cares about his clients and, just as importantly, a thoroughly decent fella. Rachael and I wouldn't hesitate to recommend Mark to anyone looking for a knowledgeable, trustworthy and genuinely dedicated financial adviser. We consider ourselves very fortunate to have him looking after us and our family's financial future.
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!
