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Matthew Peterson

IDD, CySEC Advanced

Private Wealth Manager

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Trusted by + clients.

About Matthew

Matthew Peterson is a multi-jurisdiction financial adviser who helps globally mobile professionals turn good intentions into confident, actionable plans. If your life spans borders, careers, currencies, or countries, he makes sure your money does the same, sensibly.

With clients across Europe, Switzerland, the Middle East, and beyond, Matthew blends straightforward, long-term plans with smart structures that work no matter where life takes you. His approach is simple: plain English, full transparency, and a plan you’ll actually understand and stick to.

Clients value Matthew for making financial planning clear, structured, and stress-free. Whether it’s cross-border pensions, tax-aware portfolios, or building a disciplined path to retirement, he cuts through complexity and focuses on what really matters: helping you live the life you want without money being a constant worry.

As a UK qualified financial planner with multiple international qualifications, and winner of the 2024 Best Professional Award, Matthew is recognised for being both approachable and results-driven. He’s trusted not just for his expertise, but for his genuine commitment to seeing clients succeed.

If you want clear, practical advice on building, managing, and protecting your wealth, Matthew is the adviser you’ll want on your side.

Book A Consultation With Matthew Peterson Today

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Qualifications & Awards

  • Member of the Chartered Insurance Institute (CII)
  • CII - Level 4 Diploma in Regulated Financial Planning
  • CII - Level 3 Award in Long Term Care Insurance
  • CII - Level 3 Certificate in Mortgage Advice
  • BSc in Applied Sports Psychology
  • IDD Qualified
  • CySEC Advanced Qualified
  • Switzerland ARIF Qualified
  • 2024 - Best Professional Award

Regions

  • Europe
  • Switzerland
  • Middle East
  • Rest of the World

Years at Skybound

Matthew has worked at Skybound Wealth since 2024.

Areas of Expertise

  • UK / International Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

What Can Matthew Help With?

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My Support Team

Jabir Sardharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Jenniezent Senaratne

Adviser Support Executive

Jennylie Mercado

Adviser Support Executive

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