We are Financial Advisers who live & work with you in Switzerland. Expert Independent Lifestyle planning in the heart of Europe.
Future Proofing Your Finances whilst living in Switzerland...
When your career takes you to Switzerland many Expats find financial planning can be complicated. Sound international advice, independent choices and secure, confident decisions are required...‘Having the right Financial Plan in place can make those difficult decisions a little easier,’
As you are living and working in Switzerland, it makes sense that your financial planner should be close by and understand the local challenges you may face when planning your finances.
Established in Geneva, GWM has grown the Swiss office over the last ten years and know how best you can take advantage of the many benefits of living in the country.
For you to consider about our Financial Advisers...
As a brief overview, here are some of the reasons why you should protect, plan and provide that you make the most of your wealth whilst working in Switzerland...
Cross Border Advice
Different Cantons have different laws and regulations, and often many expats live in France and travel to work in Switzerland.Knowing the implications, benefits and pitfalls of cross-border advice is how GWM has grown to be the largest and most recognised Financial Planning brand in the region.
Portability & Flexibility
Portability is often a major requirement for expats in Switzerland, often moving within Europe and requiring financial solutions which can do the same.
Whether it be helping you understand the Three Pillars, the recent changes to French tax law or finding the best education for your children, GWM Planners can help simplify your choices and find the best ones for you.
Investment, Protection & Planning
In Switzerland GWM helps you plan for the lifestyle you dream of, ensuring your family is protected against the worst and are ensuring your hard earned savings are working as hard for you as you have for them.
So whether you would like advice on any UK pensions or local advice on your healthcare scheme, GWM has the knowledge to deliver.
"No one plans to fail. They simply fail to plan"
If you are living in Switzerland and would like some jargon-free, independent help to get your finances in order then please get in touch and we’ll see how we can help.
Lifestyle Financial Planning Investments Regular Savings International School Fees Inheritance tax Planning Health, Life & Income Insurance Retirement Planning Overseas Pensions SIPPs QROPS QNUPS Pension Transfers Property Financial Exchange Global Partners
Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading international independent Financial Advisory Company which has been providing global client-conscious financial advice for over 20 years.
Take A Look At What Our Satisfied Clients Have To Say
April 7, 2021
Brian Smith, Financial Consultancy
Brian Smith is my main contact, things move fast, communication is great and clear. I was positively surprised how quickly he could involve other experts to matters outside his expertise. Exceptional service, highly recommend.
March 11, 2021
A good example of how things should be done.
I've just come off a call with Taylor Condon and just wanted to say how non-intimidating and comfortable the experience was. At no point did I feel pressured, at no point did I feel that this was just an appointment in order to gain a new client. In fact, I was able to ask questions, and she was so accommodating in answering them and even allocated more time to finish our call. While I wasn't quite ready to move forward with the advice, she nonetheless didn't make me feel that her time was wasted. On the contrary, she was open and honest and reassured me if what was discusses wasn't a priority for me now then there was no reason to pursue this further and was not disappointment but actually quite happy to have been able to advise me which she did! It may not be my priority just yet, but I know that when it is, I'll definitely be reaching out to Taylor Condon again as I have a good feeling that I'd be in good hands.
March 2, 2021
Financial advice for those living and working abroad
As a family living and working abroad but planning to retire back in the UK, we have been dealing with Skybound Wealth Management to ensure we can finance our retirement effectively. Still early days with regards to our investments and pensions but we believe we have received good and sensible advice from our Financial Planner, Taylor Condon and we are looking forward to seeing all our plans come to fruition. Throughout the process, Taylor has been very supportive and professional and made sure we understand what’s involved every step of the way. Here’s to hoping it looks this good in 10 - 15 years time!
Some of our latest e-guides for our clients in Switzerland
How We Can Help You
Through a combination of passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, Skybound exists to guide you through the important decisions required today, to ensure you benefit from the freedom of tomorrow.