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Kieran Tween

ACSI
Financial Planner

Kieran graduated from the University of Hertfordshire with a First Class Honours in Economics and was previously working within an equity trading company specialising in FTSE 350 companies. This experience underpinned Kieran’s wider knowledge of investment and financial markets.

Since joining Skybound in 2020, Kieran has helped client’s across Europe, Asia and Africa, which created a depth of knowledge in financial planning, investments and pensions. Kieran’s approach to wealth management is enthusiastic, professional, and honest. His service to clients on an international level led to him achieving best new advisor at Skybound at the annual awards ceremony.

When Kieran joined SWM he made his ambitions very clear and I have had the pleasure of watching these come to fruition. His accomplishment of his Investment Advice Diploma (IAD) – the UK Level 4 benchmark to International Financial Planning – was quickly chalked off the list & soon to be followed by immediate admission to the SWM Advisory course in an unprecedently quick time. Kieran represents many of the qualities of a modern IFA in the offshore marketplace. He takes care and pride in his work, and this is always represented in positive client outcomes. Peter Gollogly, Group Director.

Qualifications & Awards

CISI Level 4 Investment Advice Diploma

CISI Level 4 Certificate in Paraplanning

IDD Life Insurance

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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