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.
Esther Ouma
Dubai - UAE (IA)
I have had the privilege of working with Mr Christopher Ellis (Senior Advisor Skybound Wealth Management) as my Financial Advisor for several years, firstly, when I held a Premier Plan with Friends Provident International (now matured and surrendered on 3 February 2021) and a financial investment under Flex Global (on-going). I would like to state right at the outset that I have complete confidence and trust in Christopher’s financial advice and guidance. I have benefited from the passion, knowledge, and genuine interest that he continues to exhibit in guiding me through my financial investment journey. He has been very proactive in his approach to making me understand the situations and different scenarios in the financial markets. Christopher has consistently kept me abreast of the changes in the financial markets and guided me in making sound investment options. I appreciate his deep understanding of the markets, his analytical skills, and forthrightness at enabling me understand the intricacies and risks, particularly during the early days of the COVID 19 when there was uncertainty and fear due to the significant volatility experienced in the financial markets. He has communicated the problems and gaps in my financial plans and offered solutions that I understand as a lay person. I highly appreciate the regular and well-planned review sessions that confirm my confidence in his guidance. I always look forward to the various one to one policy review sessions that he handles holistically, including analysis of market trends, gauging my understanding, and exposing me to aspects of my portfolio that I would not otherwise understand. I believe strongly that my investment portfolio with Friends Provident International was properly structured with timely reallocation of assets whenever goals changed. I can state with confidence that Christopher is familiar with me as a client and can easily detect when I have concerns. Finance is not one of my strongest areas and I am a very cautious person. Therefore, I really do appreciate the fact that he is able to break concepts down to the extent that gives me the courage to walk my financial journey. As recent retiree, I look back with nostalgia and satisfaction at the interest Christopher took at my impending retirement. While I understood clearly that the markets were sometimes volatile and this could impact negatively on my investments, his reassurance and encouragement at taking risks helped calm my anxieties and apprehensiveness. I am very happy with Christopher’s services and happy that I am working with a financial adviser who is interested in my needs and understands me fully as client.
Saria Mahir
Dubai - UAE (IA)
It has been a pleasure dealing with Kimberly Poliquit. She is constantly ahead of matters and has never failed to deliver. It certainly feels assuring interacting with her and I can comfortably say that she exceeds the expectations.
Steve Ben Occitanie
Geneva - Switzerland (ARIF)
Ryan has been managing my financial planning now for nearly three years, and I am delighted with the results. He is proactive & accessible and a pleasure to chat to. Strongly recommend!
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!
