Skybound Wealth Management

Wealth Management For Life, Globally

We provide your friend [[fname]] with award winning, independent & internationally regulated financial planning advice. Here for you & your family through life's journey.

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[[fname]] trusts us to deliver a bespoke, ongoing financial plan, tailored to their life goals so much that they have recommended our services to you. Arrange your FREE introductory consultation call today and if you become a client, both you and [[fname]] will receive a gift voucher of your choice equivalent to £150.

Join [[fname]] as a Skybound Wealth client and ensure you take advantage of your international status by letting us work with you to secure your long-term investment goals.

Trusted by 4,500+ clients around the world.
Rated 4.7 out of 5 on Trustpilot
$1billion of client assets under management
UNPRI Signatory for responsible investment
Winners of 8 awards since 2021

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Fill in your details to arrange a FREE 15 minute introductory call. If you become a client, both you & [[fname]] will receive a gift voucher equivalent to £150.

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 For Requesting A Call Back
Thank you for contacting us to book a FREE consultation, we really appreciate it and hope we can help you with your financial planning needs. One of our team will be in touch to arrange a meeting with your friend's qualified adviser.

If you go on to become a client, we would like to give something back by rewarding both you & your friend with a £150 Gift Voucher.

You will receive an email from us confirming your request (please check your spam if it doesn't show up in your inbox).

Thank you.
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Terms and Conditions

Referrals

Subject to your compliance with the terms of this Agreement, Skybound Wealth Management shall send a gift voucher from a store of your choice to the equivalent of £150 sterling,  if you meet the Referral Program requirements.

You may use the Referral Program by sharing a unique link.

Provided you meet the requirements (as in force at that time), you are entitled to a Gift Voucher Reward each time you meet such requirements.

The referee is aware that contact will be made by the referrers advisor on behalf of Skybound Wealth Management

Each friend that you refer to Skybound Wealth Management through the Referral Program will also be entitled to a gift voucher from a store of your choice to the equivalent of £150 sterling. (once the referee becomes a client of Skybound Wealth Management)

Where a referre/referee qualifies for a gift they will receive the gift but no monetary equivalent is available.

Reward and requirements

The Reward is paid once the referee becomes a client of Skybound Wealth Management

It can take 6 months or more for a Skybound Wealth Management Reward to be sent following the successful completion of a transfer.

Prohibited uses

You may only use our Referral Program in good faith for lawful purposes.

You may not invite referrals that you do not know personally, if you do so in a way that (in Skybound Wealth Management’s sole and absolute opinion) constitutes spam or other undesirable or unsolicited communications

You may not use the Referral Program in: (i) any way that breaches any applicable local, national or international law or regulation; or (ii) any way that is unlawful or fraudulent, or has any unlawful or fraudulent purpose or effect.

Data protection

You represent and warrant to us that you have obtained the express consent from the individuals whose data you provide us with, to the extent you provide us with such data.

If you have been referred to Skybound Wealth Management by a friend and are signing up or have signed up to our referral program using that friend’s referral link, we will share your name and information regarding the fact that contact will be made for the purposes of you and your friend claiming the relevant reward(s).

Abuse of the referral terms

Skybound Wealth Management has the right to refuse to pay you the Gift Voucher Reward if (at its sole and absolute discretion) Skybound Wealth Management suspects that you have not used the Referral Program in good faith or have breached this Agreement.

We will determine, at our sole and absolute discretion, whether there has been a breach of this Agreement. When a breach of this Agreement has occurred, Skybound Wealth Management may take such action as we deem appropriate, including (but not limited to) termination of this Agreement,

This program is not intended for commercial use and is intended only for the referral of your friends (and family).

Limitation of liability

Skybound Wealth Management  accepts no liability for any use of the Referral Program which does not comply with this Agreement.

Changes to this agreement

We may revise this Agreement at any time by amending this page. Continued use of the Referral Program shall amount to acceptance of the Agreement in force at that time.

Changes to the referral program

Skybound Wealth Management reserves the right to:
(i) amend, alter or change the Referral Program at any time, without notice; and
(ii) terminate the Referral Program at any time, without notice. In the event the Referral Program is terminated, Skybound Wealth Management will not be obliged to make Gift Rewards to any accounts that would have otherwise qualified for a Reward.

When did you last review your finances?

Contact us today for a free consultation – quick, painless and fully digital.

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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.

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By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
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