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Jeff Pollock

Senior Financial Planner

About Jeff

Jeff Pollock is an experienced and dedicated financial adviser based in Skybound Wealth Management’s London office, supporting clients as part of our UK team.

He began his advisory career in the Middle East, working with international and expatriate clients, before returning to the UK in 2020 to join Skybound. Jeff specialises in UK financial planning, with a particular focus on assisting clients repatriating to the UK after time overseas, as well as those relocating to the UK for the first time.

In addition to financial planning, Jeff advises clients around the world on residential and buy-to-let mortgages for UK property. His broad expertise enables him to support clients with tailored, strategic advice across both domestic and international markets.

Jeff holds a BSc in Finance & Business from the University of Sussex and is a member of the Chartered Institute for Securities & Investment, having completed the Investment Advice Diploma. He also holds CeMAP qualifications from The London Institute of Banking & Finance, enabling him to provide qualified mortgage advice.

With a commitment to building sustainable and efficient financial plans, Jeff works closely with clients to help them achieve their short- and long-term goals. His extensive knowledge of UK and international financial solutions makes him a trusted adviser for a diverse range of clients.

Qualifications & Awards

  • London Institute of Banking and Finance (LIBF)
  • Chartered Institute of Securities & Investments (CISI)
  • Investment Advice Diploma (CISI) UK Regulation, Investment Risk & Taxation, Financial Planning
  • Certificate in Mortgage Advice & Practice (LIBF)
  • The United Arab Emirates Financial Rules and Regulations (CISI)

Regions

  • UK

Years at Skybound

Jeff has worked at Skybound Wealth since 2020.

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow 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
  • Residential mortgages
  • Buy to let mortgages
  • Regulated and unregulated bridging

My Support Team

Jabir Sarharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Ashley Eyre

Head of Compliance ‑ UK

Caylee Clarke

Operations and Support Manager - UK

Leanne Taylor

Senior Administrator

Nimesh Somaiya

Paraplanner

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