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Chris Sheen

Private Wealth Adviser

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Trusted by + clients.

About Chris

Chris is a Financial Planner and heads up the Repatriation Team at Skybound Wealth UK.

He has over 10 years’ experience in Financial Services and has worked across the UK, Europe, Switzerland, and the Middle East, supporting clients with complex, cross-border financial needs.

Chris is a member of the Chartered Institute of Securities and Investments and holds a range of professional qualifications, including the Investment Advice Diploma with Financial Planning specialism. He is also a recipient of the CISI President’s Award for excellence in Investment, Risk, and Tax Planning. Chris advises on all aspects of personal finance, including retirement planning, investing, protection and specialist insurance, as well as estate and tax planning.

A keen advocate of “goals-based planning,” Chris believes that long-term financial success comes from more than just technical solutions. He places strong emphasis on educating clients and working closely with them to understand their mindset, values, and behaviours around money.

By combining clear client financial education with pragmatic, tax-efficient solutions, Chris creates highly personalised, actionable plans that help clients clarify their circumstances and make confident decisions on how they move forwards, staying focused during uncertainty, and ultimately achieving the freedom to do what they want, when they want, with the people they want.

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Qualifications & Awards

  • CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice)
  • CISI Level 4 UK Regulation & Professional Integrity
  • CISI Level 4 Certificate in Paraplanning
  • CISI Level 4 Investment, Risk and Taxation

Regions

  • U.K

Years at Skybound

Chris has worked at Skybound Wealth since 2025.

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

What Can Chris Help With?

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My Support Team

Jabir Sardharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Caylee Clarke

Operations and Support Manager - UK

Leanne Taylor

Senior Administrator

Shil Shah

Tax Specialist

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