Skybound Wealth Management

Financial Advice That Puts You in Charge

Personalised planning, practical steps, and expert support — wherever life takes you.

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Whether you’re planning for retirement, saving for education, relocating abroad, or simply trying to get your finances under control, we’re here to help.

At Skybound Wealth, we provide clear, personalised financial advice designed around your goals, lifestyle, and future ambitions. Whether you’re building a strategy from scratch or fine-tuning an existing one, our advisers help you make informed decisions that align with where you are now and where you want to be next.

From managing savings and investments to preparing for life’s biggest transitions, we work closely with you to create a tailored financial plan that evolves with you.

Skybound won the Company of the Year award at the 2024 Investment International Awards.

How Our Financial Planning & Advice Works

1. Connect

Start with a conversation about your goals and financial priorities.

2. Understand Your Finances

We’ll review your income, assets, and current challenges to see where you stand.

3. Build Your Plan

Get a personalised strategy tailored to your goals, lifestyle, and risk level.

4. Stay on Track

We’ll review regularly and adjust your plan as your life and goals evolve.

5. Reach Your Goals

With ongoing support, we’ll help you stay focused and move closer to financial success.

What You Get With a Financial Plan?

A financial plan isn’t just about saving or investing - it’s a roadmap for making life’s biggest decisions with confidence.

At Skybound, your personalised plan gives you:

  • A full picture of where you stand today, including savings, debts, assets, and future needs
  • Clear, achievable goals based on your lifestyle, values, and priorities
  • Expert guidance to help you avoid costly mistakes and protect your wealth
  • Tax-efficient strategies tailored to your situation and location
  • A step-by-step strategy for building long-term security for you and your family

Whether you’re relocating, planning for retirement, or navigating a major life change, we’ll help you take control of your finances and move forward with clarity.

Contact Us to Build your Financial Plan

Book a Free Consultation

Why Choose Skybound Wealth

With decades of experience and globally certified advisers, Skybound Wealth delivers personalised financial planning that’s built around you. We understand both local and international landscapes, helping you navigate life’s opportunities with confidence.

Our reputation speaks for itself - over 400 positive reviews and longstanding partnerships with trusted financial institutions show your wealth is in capable hands.

Whether you're planning for retirement, securing your family’s future, or managing cross-border investments, we offer expert guidance every step of the way.

Global Team, Here for You

Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach — so you can move forward with clarity and confidence.

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6,000
+
international clients & growing
$
1.3
Billion
of client savings under management
27
Industry Awards & Counting Since 2021
11
offices on 4 continents & more opening soon
With a passion for personal and professional development that exists throughout the company, and comprehensive development support, we empower our people to be the very best they can be as we strive as a collective to not only remain at the forefront of international financial planning, but to lead its evolution.

Financial Advice That Works for you

We help you make smart decisions about your money — from saving and investing to planning for retirement and managing taxes. Our advisers take the time to understand your goals and build a plan that fits your life, not someone else’s. No jargon. No pressure. Just clear, practical advice to help you stay on track and feel confident about your future.

Expert Financial Guidance

Get personalised advice to make informed decisions at every life stage — from planning retirement to growing your investments, we help turn your goals into actionable steps for long-term success.

Your Path to Financial Security

Financial well-being means feeling confident and in control. We’ll help you build a strong foundation, reduce stress, and manage your money with clarity — whatever life brings.

Mastering Your Budget & Savings

A solid budget and savings plan is key to financial success. We’ll help you build a simple, personalised structure to manage your money and stay on track — now and for the future.

Ongoing Support

Your financial plan isn’t a one-time fix. With quarterly factsheets, regular review packs, valuations and investment summaries, we’re here to guide you every step of the way.

Smart Planning with the Skybound App

Get financial clarity at your fingertips. As a client, you’ll gain exclusive access to the Skybound Wealth App - a smart, secure tool that keeps you connected to your adviser and gives you 24/7 access to your policy details and progress.

Client Success Stories

Case Study

Second-Generation Wealth Plan

Situation:

Jaques, a 52-year-old South African entrepreneur, had accumulated substantial wealth over his career but faced the challenge of passing it on to his children, who lived abroad. He was uncertain about how to efficiently transfer his wealth while ensuring his legacy was protected.

Solution:

Skybound helped Jaques design a comprehensive estate plan that included a legacy trust and an education fund for his children. We structured his assets for seamless cross-border transfer, using tax-efficient wealth management solutions to minimise tax implications. The plan also included investment strategies that provided flexibility, ensuring Jaques' wealth would be preserved and effectively passed to the next generation.

Outcome:

Jaques now has a clear, well-organised strategy for transferring his $4.2M across three continents. His wealth is structured to ensure that his children will benefit from his legacy without the complexities of cross-border legal issues.

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Quote from Client:
“Skybound gave me peace of mind, knowing that my wealth will pass on to my children as I intended, without any complications.”
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Case Study

Maximising a Windfall

Situation:

Pierre, a French expat in the Gulf, received a $150K bonus and was unsure how to allocate the funds to meet his long-term financial goals. With multiple priorities, education, retirement, and aligning his investments with his personal values, he needed guidance.

Solution:

Skybound helped Pierre invest his lump sum into a diversified investment portfolio and planned for future growth with regular contributions. We allocated part of the funds to an education savings plan, set aside for retirement savings, and invested in ESG funds that aligned with his values. This approach created a well-rounded, tax-efficient portfolio designed for both financial growth and alignment with his principles.

Outcome:

Pierre now has a diversified investment portfolio that balances his financial goals with his values, ensuring long-term growth while staying true to his principles. With ESG investments and a structured savings plan in place, he’s confident that his financial future is secured.

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Quote from Client:
“Skybound helped me make sure my bonus works for me across multiple areas of my life, andI’m proud to invest in line with my values.”
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Case Study

Planning for Early Retirement in Asia

Situation:

David, a 38-year-old Australian expat in Singapore, had no pension and dreamed of retiring by age 55. Without a clear strategy, he wasn’t sure how to make it happen.

Solution:

Skybound helped David develop a personalised retirement plan, focusing on creating a passive income stream through global tax-efficient savings solutions and a diverse investment portfolio. We introduced a regular savings plan that allowed him to build long-term wealth, while ensuring inflation was accounted for to keep his future income growing with living costs.

Outcome:

By age 55, David is on track to receive $3,000 per month from his investments, with income growing in line with inflation. His regular savings plan and offshore investment solutions now provide him with the financial security he needs, with ongoing visibility through the Skybound Wealth App.

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Quote from Client:
“I never imagined I’d be on track to retire at 55, but now I’m on track to do just that!”
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Case Study

UK to UAE – Streamlined SIPP Consolidation

Situation:

Mark, a 49-year-old British engineer, was relocating to the UAE and needed help managing his two old UK pensions. He was unsure about how to handle the pensions and whether they would be properly managed after his move.

Solution:

Skybound facilitated a streamlined SIPP consolidation, transferring his pensions into a Self-Invested Personal Pension (SIPP). This consolidation provided greater flexibility and control over his retirement funds, especially when it came to currency management for his new life in the UAE.

Outcome:

The transfer allowed Mark to consolidate his pensions into a tax-efficient, flexible income plan, with no loss of benefits and better control over his investments.

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Quote from Client:
“Skybound made the whole process simple and seamless, giving me the confidence that my pensions are in the right place and will work for me as I move forward.”
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Case Study

From Chaos to Clarity – A Freelancer’s Financial Reset

Situation:

Lucy, a British expat in Dubai, was self-employed with irregular income streams. Despite her efforts, she lacked a structured savings plan and often felt overwhelmed by her financial situation.

Solution:

Skybound worked with Lucy to create a tailored financial plan that stabilised her cash flow and brought consistency to her savings. We introduced automated savings through tax-efficient investment strategies like SIPP (Self-Invested Personal Pension) and offshore investment solutions, ensuring long-term growth even during income dips.

Lucy was also introduced to our Skybound Wealth App, which gave her clear, real-time visibility into her financial progress, helping her always stay on top of her plan.

Outcome:

In six months, Lucy built a rainy-day fund covering four months of expenses and continued contributing to her SIPP, even during income dips. With full control over her savings and investments, she now feels empowered by Skybound’s personalised approach and tech-driven solutions.

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Quote from Client:
“For the first time, I feel confident I can invest monthly, and that my moneyis working for me.”
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See What Our Satisfied Clients Have To Say

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July 1, 2025
Very happy with the service and guidance

Ethan has been looking after my portfolio for around 2.5 year now, since i moved to UAE. He initially helped me to understand the market, and opportunities. He advised and guided me on the best thing to do with my existing UK pension, along with a new retirement investment vehicle. Hes extremely knowlegable and explains things clearly and simply - which is a critical attribute for me. Very happy with the service and guidance from Ethan. Highly recommend.

Ian P

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June 12, 2025
Thomas is a professional and trustworthy advisor

Thomas is a professional and trustworthy advisor for long-term financial planning. He is very responsive and provides solutions that fully consider personal objectives. I can highly recommend him to anyone who needs help growing their personal wealth.

Reinhard Mahn

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June 12, 2025
I feel confident knowing my finances are in steady hands.

I’ve been working with Tom Sleep for some time now, and it’s been a truly reassuring experience. He’s straightforward and clear in his guidance, which makes financial decisions feel much easier to navigate. His honest and down-to-earth approach builds trust. I feel confident knowing my finances are in steady hands.

Ammar Abbas

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