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Expat Financial Planning & UK Pension Transfer Advice In Switzerland

As International Financial Advisers based in Geneva, Switzerland, our experts are on hand to offer you independent lifestyle financial planning & UK pension transfer advice. In the ever changing landscape of international finance, we are hear to be your expert guide on life's journey.

Financial advice from Skybound's Switzerland office located in Geneva

As Financial Advisers who live & work with you in Switzerland. Our experts are on hand to offer you independent financial planning & UK pension transfer advice from the heart of Europe. We are able to offer a wide range of services relating to your financial status including the Swiss Pension System, Swiss 3 Pillar System and Vested Benefit Accounts.

Future Proofing Your Finances whilst living in Switzerland.

Whilst Switzerland remains a firm favourite with international workers, the changing landscape makes it harder for expats to plan for the future as effectively as in years gone by. So when your career takes you to Switzerland, 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. If you are planning on retiring overseas in Switzerland then it is always advisable to get your existing pension reviewed by one of our independent advisors who are on hand to offer you the advice and support that you need.

Established in Geneva, Skybound Wealth Management's Swiss office has grown over the last ten years and know the best ways for you to take advantage of the many benefits of living in the country. Whether it's by implementing offshore saving plans, transferring your UK pension or by setting up a Vested Benefit account.

Financial planning issues to consider while living in Switzerland

Below is a brief overview of some of the core issues you will face while living and working in Switzerland. You should consider these when growing, protecting and planning for your financial future.

Cross Border Advice

Different Cantons have different laws and regulations. Often many expats live in France and travel to work in Switzerland. Knowing the implications, benefits and pitfalls of cross-border advice is how Skybound Wealth Management 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, Skybound's planners can help simplify your choices and find the best ones for you.

Investment, Protection & Planning

In Switzerland Skybound helps you plan for the lifestyle you dream of, ensuring your family is protected should the worst. We help make your hard earned savings work as hard for you, as you have to earn them.

So whether you would like advice on any UK pensions or local advice on your healthcare scheme, Skybound Wealth Management 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.

Talk To An Adviser

Switzerland Services

We offer a number of financial planning services that are specific to Switzerland, such as:

Geneva - Switzerland (ARIF)

Contact our office today to make the most of your higher earnings and build a truly international financial plan for your future.

Contact Us
+41 22 518 0286clientservices@skyboundwealth.com
Office Address

SWM Financial Planning SA
International Center Cointrin,
Block C, First Floor (C2)
20 Route De Pre Bois, CP 1821,
1215, Geneva 15

Some of our latest e-guides for our clients in Switzerland

Take A Look At What Our Satisfied Clients Have To Say

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April 28, 2021

Christopher Ellis: Review

I would say a few words about my adviser, Christopher Ellis, who I have worked with for over a year. He comes across as trustworthy, knowledgeable and understanding. He is always very helpful when it comes to dissecting my financial situation, offering options and suggesting solutions.

Maria Chulkstan

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September 25, 2020

Clarity, competance, friendliness

I've had very negative experiences with other companies - nice words, but when it came to explaining the mechanisms somehow the trust went away. When Christopher Bowler approached me, he took his time to run through all details of how we could work together, and what are my options for my investments. He made sure I understood them, and he let me make my decisions comfortably. I could feel he cares about the person, and not just about the capital growth: this will be a long-term partnership.

Miranda Secco

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November 2, 2021

Feedback for Chris Ellis...

On Oct 25th I sent an inquiry to my advisor regarding a concern that I had with one of our investments. Chris got back to me right away (within 2 days) and we had a meeting to discuss the recommended changes. We are going to put these into effect today. I appreciate Chris' honest and informative suggestions regarding our portfolio. He ensures to explain all of the risks and the corresponding benefits with our investment strategy going forward. Growth is really important to us right now as we are hoping to retire within the next 10 years. On a more personal note; Chris is easy to talk to, he answers all of our questions, he has a calm demeanour and he adds the "human element" which is really important in relationships such as this. Please let me know if you require any additional information. Thanks.

Kym Watchorn

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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.

Talk To An Adviser

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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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