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 exprienced 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.
Pietro Nesti
Group Director- Executive- Senior Leader
I have had over 3 years exceptional experience with Jonathan which highlights the immense value of good customer service that is received. Jonathan always maintains high standard of professionalism and adds the personal touch which makes things more comfortable as a client. He is always inline with the current market trends and ensures these align with my expectations thoroughly before offering solutions. His prompt responses and courteous manners make me feel valued as a customer. Jonathan is highly knowledgeable in his field and provides clear and concise explanations at every step, whilst applying attention to detail and commitment to excellence. This level of service not only addresses my immediate and long term needs but also builds trust and loyalty with Skybound and its associates.
Quintarelli Daniele
Region Vice President Maire Tecnimont Università di Roma Tor Vergata
When I met Jonathan for the first time I was impressed by his attention in deeply understanding my needs, vision, perspectives and family situation. On this base he always managed my portfolio tailoring the best solutions in line with my actual expectations. Transparency and timely suggestions made the difference throughout our long term business relationship: i always felt in the best hands.
Andre Nagel
Director Valuations MENA. Professional Valuer - Real Estate, Plant, Machinery and Equipment. NDPVAL, ASA, MRICS.
Johnathan's performance and expertise have significantly impacted my financial planning and management. His deep understanding of financial markets and investment strategies has been evident throughout our interactions. His ability to offer well-informed advice on investment opportunities has been highly valuable. Johnathan consistently provides tailored advice that aligns with my financial goals and risk tolerance. His approach to customizing strategies to fit my unique needs has been instrumental in achieving my financial objectives. His prompt responses to inquiries and regular updates on my portfolio have been much appreciated. His attention to detail, reliability, and ethical approach to financial advising have fostered a high level of trust and confidence in his services. Overall, Johnathan Lumb has been an outstanding financial advisor, and I am grateful for his guidance and expertise. His contributions have been pivotal in helping me achieve my financial goals, and I look forward to our continued collaboration.
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!
