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Fiona Neill

DipPFS

Private Wealth Partner

Fiona is a Chartered member of the Chartered Insurance Institute (CII), a UK Level 4 qualified adviser (DipPFS), and a qualified US Investment Advisor. With over 15 years of experience in the financial services industry, she supports internationally mobile clients with clear, structured advice across multiple jurisdictions.

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Trusted by + clients.

About Fiona

Fiona is a Chartered member of the Chartered Insurance Institute (CII), a UK Level 4 qualified adviser (DipPFS), and a qualified US Investment Advisor. With over 15 years of experience in the financial services industry, she supports internationally mobile clients with clear, structured advice across multiple jurisdictions.

Her career has taken her across some of the world’s leading financial centres, including Paris, Geneva, Zurich, and New York, where she spent eight years working in complex international financial environments. This experience allows Fiona to anticipate the challenges clients face when their assets, income, and future plans span more than one country.

In 2018, Fiona returned to London to lead the UK division of Skybound Wealth, applying her international experience to support the firm’s continued growth. In 2023, she chose to focus exclusively on client management, allowing her to dedicate her time and expertise to clients whose financial circumstances require careful coordination rather than one-size-fits-all solutions.

Operating under Skybound Wealth’s UK, Swiss, and European licences, Fiona supports clients globally to:

  • Structure investments that remain appropriate as residency or tax status changes
  • Align pensions, long-term savings, and future lifestyle plans
  • Reduce blind spots created by holding assets across multiple countries
  • Ensure decisions made today still make sense years down the line

Drawing on her extensive experience, Fiona works closely with clients to design financial plans that protect what they have built while supporting where they want to go next, without unnecessary complexity or guesswork.

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Qualifications & Awards

  • Level 4 Diploma in Regulated Financial Planning (DipPFS)
  • Series 65

Regions

  • UK

Years at Skybound

Fiona has worked at Skybound Wealth since 2018.

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 Fiona 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

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