Investing
Webinar Recap
Podcast
May 9, 2023

The Expat Investor Podcast - Ep 27

Episode 27: Moving Abroad - the process, the challenges, the joys with Tom Pewtress, Peter Gollogly, Bryan Bann & Jonathan Lumb

Episode Overview

Welcome to our Expat Investor Podcast Special – Moving abroad – where today I’ll be joined by a number of our team here at Skybound Wealth to discuss the process, the challenges, the joys and hear some of the stories our team have encountered when they decided to move overseas.

  • Quick recap of the markets from the previous week
  • Joined by a trio of guests; Financial Planning Director Peter Gollogly, Regional Manager for Geneva Bryan Bann, and Regional Manager for the UAE Jonathan Lumb.
  • Over the last 18 months what has been a main concern for clients?
  • Having moved more than once to a new country, was there something that you prioritised differently on your last move?
  • What were the biggest challenges that you faced when you first moved?
  • Did you have any milestones set up to achieve before you first moved abroad?
  • What do you think is the biggest factor as to why clients move on from where they first were situated?
  • Finally, what drives you all to remain living and working where you do?
About the Guests

Peter Gollogly
Peter’s journey with Skybound Wealth began with being awarded the Top New Consultant within his first year as a financial adviser. Since this milestone, Peter has gone on to spend time in the Middle East advising expats on how they can make the best of their time in the GCC, before relocating to Switzerland In 2017 where he furthered his knowledge and experience helping expats. Peter became a Regional Director and Board member in 2022.

Bryan Bann
Bryan initially joined the Skybound Wealth family as part of the Client Services Team and was quickly voted by his colleagues as Switzerland’s Most Valuable Consultant. It wasn’t long before Bryan was a fully qualified Consultant and since then has gained the necessary experience and expertise to assist clients with their financial planning goals.

Jonathan Lumb
Jonathan possesses a depth of knowledge in all aspects of financial planning having been a Senior Adviser at Skybound Wealth for over a decade. During his time, Jonathan has worked in the UK, Australia as well as 13 years in the Middle East alone! Using his experience he is able to offer clients a comprehensive financial plan that will align with your long-term goals. 

Follow us on:

Spotify

Apple Podcasts

Written By
Disclosure

This was recorded on the 9th May 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.

Share this article

Request A Call Back

To find out more about this topic and more, please fill in the form below to arrange a call back.

Access Full Recording

To access a full recording of the webinar, please fill in the form below. You will be able to play the video straight away, plus we'll email you a link to the video.

By completing this form, you are consenting to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Skybound Wealth right arrow icon yellow
Thank you!
Your message has been received and we will arrange for a member of our team to contact you via email or phone to discuss your enquiry.
Oops! Something went wrong while submitting the form
By completing this form, you are consenting to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Thank you! Enjoy the webinar.
The webinar recording is available to watch above and we will email you a link shortly, so you watch at your leisure.
Oops! Something went wrong while submitting the form

Talk To An Adviser

You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

Request A Call Back

By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Skybound Wealth phone icon yellow
Thank you!
Your call back request has been received and we will arrange for a member of our team to call you at your desired time.
Oops! Something went wrong while submitting the form