Kumar Patel

I quickly became very comfortable with his warm, engaging style but at the same time I felt the advice he was giving me was solid and very well balanced. As I continued to work with Kumar Patel it was assuring to see his strong attention to detail and it was comforting to witness his very high ethical standards. Values financial knowledge, deep integrity, and conducting business in a calm professional manner. He has a very appealing way to win trust in a sophisticated yet simple way.

August 26, 2017

Neil

I work with U.S. residents and globally connected families to simplify wealth, invest lump sums with discipline, and build legacies that last.

Clients typically come to me at key transition points: a 401(k) or 403(b) from a former employer, a retirement transition, a startup exit or buyout creating a major lump sum, an inheritance, or assets and family responsibilities spanning more than one country. My role is to bring calm structure, documented decision-making, and a clear plan your family can follow.

More About Kumar

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.