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Mark Kinally

DipPFS

Private Wealth Adviser

With 20 years' experience in wealth management, Mark Kinally helps retirees, business owners and successful professionals make confident financial decisions and enjoy the lifestyle they've worked hard to create.

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Trusted by + clients.

About Mark

With 20 years' experience in wealth management, Mark Kinally helps retirees, business owners and successful professionals make confident financial decisions and enjoy the lifestyle they've worked hard to create.

Throughout his career, Mark has advised clients across the UK, Europe, Africa and the Middle East, working with leading firms including St. James's Place, RBC Wealth Management, Merrill Lynch and Barclays Wealth International. Today, based in Portugal, he specialises in investment management, retirement planning, pensions, estate planning and cross-border financial strategies.

Having relocated to Portugal with his own family, Mark understands first-hand both the opportunities and complexities that come with living abroad. His approach combines technical expertise with practical advice, helping clients simplify financial decisions, stay organised and feel confident about the future.

As part of Skybound Wealth Management, Mark combines personal service with modern technology, giving clients greater visibility, accessibility and support throughout their financial journey. He believes great financial planning is about more than growing wealth — it's about creating the freedom to live life on your own terms.

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Qualifications & Awards

  • AF5 Financial Planning Process
  • Unit 1 Investment management and advice in the UK context
  • Unit 2 The practice of investment management
  • CISI Level 4 Diploma in Investment Advice (Securities)
  • Level 4 UK Regulation & Professional Integrity
  • Level 4 Investment, Risk and Taxation
  • Level 4 Securities
  • Level 4 Diploma in Financial Planning (QCF)
  • Level 3 Certificate in Mortgage Advice
  • Level 3 Certificate in Financial Services
  • CF6 Mortgage advice
  • FA7 Financial Services Products
  • R03 Personal Taxation

Regions

  • Portugal

Years at Skybound

Mark has worked at Skybound Wealth since 2026.

Areas of Expertise

  • Retirement Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Diversifying Portfolios and Risk Reduction
  • Inheritance Tax Planning

How Mark Can Help

Book A Consultation With Mark Kinally Today

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My Support Team

Jabir Sardharwalla

Chief Investment Strategist

Carla Smart

Pension Specialist

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