Fiona is a distinguished member of the Chartered Insurance Institute (CII) and a Level 4 Qualified Adviser to UK standards (DipPFS), as well as a certified US Investment Advisor. With 14 years of industry experience, she brings a wealth of expertise and insight to her role.
Fiona’s career has taken her across the globe, spending 8 years working in financial hubs such as Paris, Geneva, Zurich, and New York. In 2018, she returned to the UK to lead the UK division of Skybound Wealth, where she continues to drive success with her global perspective and deep industry knowledge.
Drawing on her extensive experience, Fiona works closely with clients to craft and implement comprehensive financial plans that align with their long-term goals. Her commitment is to ensure that your future lifestyle is not only protected but also thrives, turning your ambitions into a secure reality.
Qualifications & Awards
- Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Series 65
Regions
- UK
Years at Skybound
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
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My Support Team
Jabir Sarharwalla
Carla Smart
Joshua Burton
Ashley Eyre
Caylee Clarke
Leanne Taylor
