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6 Month Review With Carla

I just had my six-month review with Carla and it's always a pleasure to speak to her. She takes her time to explain the reports, how well the account is. We take time to go through the financials which is also a check for me about how I’m spending my money. All in all, I am happy with the service Carla is providing. Thanks, Gilbert

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March 12, 2021

Gilbert

Carla Smart

APFS
Group Head of Pensions & Chartered Financial Planner

Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries. Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.

Financial advice for British Nationals and International workers from our offices around the globe.

Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading International Independent Financial Advisory Company. For over 20 years, we have been providing global client-conscious financial advice.

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, we aim to be the anchor that keeps you grounded whilst allowing your investments to soar.

We do this by delivering bespoke financial plans for the immediate future and for the long-term security of you & your family. This means you can live for today, knowing tomorrow is taken care of.

Skybound Wealth, Winners Of Multiple IA Best Practice Awards

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.
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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.
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