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.
Rodney Wilson
I have been working with Josh Clancey for a year or two now. Best decision I ever made. Josh has been very tuned in to my financial needs and retirement planning. He is always available to talk and explain things. My situation moving from the Middle East back to the UK was all made very straightforward by Josh and his team. With Josh there’s a ‘can-do’ attitude and a positivity about retirement planning. This is very reassuring as I reach this stage of my life, as I’m not a natural with money management. Josh has a lot of experience in this game and is good at explaining the pitfalls. He is good at tailoring an approach to my needs and there’s always a flexible attitude that naturally puts your mind at ease. I am also impressed with the wider Skybound experience – all very efficient and good people to deal with.
Oliver Cordingley
Arun Sahota has been extremely helpful throughout the financial planning process. He took the time to understand my circumstances and goals, explained everything clearly, and made complicated financial subjects much easier to understand. I’ve felt well supported throughout the process and would happily recommend Arun and Skybound Wealth to anyone looking for professional financial planning advice.
Nicolas
Christopher Bowler creates a well-established relationship with his prospects and sets out expectations early on. He leaves you the choices you want to make yet advises you, he is punctual, available when needed and challenges you with relevant arguments. Overall, he’s a guy you want to work with.
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!
