Knowledgeable, Approachable and Highly Recommended

Having spoken to several financial advisers as UK expats living in France and approaching retirement, Peter Smith stood out from the outset for his approachable manner, professionalism, and willingness to explain complex matters clearly. With Peter’s expertise and guidance, I established an International Assurance Vie (AV) and transferred my UK pension into a QROPS. In light of the UK Government’s proposed changes concerning the inclusion of pensions within estates for Inheritance Tax (IHT) purposes, this has proved to be a particularly astute decision. I have now been a client of Peter’s for over five years and have been very pleased with both the performance of my investments and the quality of his advice throughout that time. Peter keeps me well informed, and our quarterly Zoom meetings provide an opportunity to review progress and ensure everything remains on track. He is also readily available whenever I need clarification or further advice. He is always approachable and willing to take the time to ensure I fully understand the options available to me. I would have no hesitation in recommending Peter Smith at Skybound Wealth to anyone looking for a proactive, forward-thinking and, above all, trustworthy financial adviser.

October 20, 2026

Martin