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Excellent service - Kevin Birtles, very professional with personal touch

We initially made contact with Kevin Birtles with regards to some advise with a pension based in the UK. However after recent parental bereavement and the daunting thought of being over taxed/double taxed/not fully understanding the system and in truth really struggling to juggle everything we really needed help in many different areas. Kevin offered his proffesional advise and was A1A from our very first communication. Being based around 6 hours away from his office we initially had regular Zoom meetings, phone calls and email correspondance. Once we had various things in place Kevin and his very competent assistant Rachel actually made the long journey to visit us in person, in our own home! Very professional but with a lovely personal touch we chatted through all the necessary and after they left we both felt very much at ease and very confident that we had chosen the right people to manage our finances. Both Rachel and Kevin have their clients best interests at heart and make regular contact with us all the while keeping a close eye on our investments. Thank you for your excellent service and we look forward to dealing with you for many years to come. HIGHLY RECOMMENDED!

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January 10, 2023

Ruth

Kevin Birtles

As a Private Wealth Partner at Skybound Wealth, Kevin works with expatriate and internationally mobile clients who want long-term, relationship-led financial planning from someone who understands how decisions play out across countries, market cycles, and life stages.

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.
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.
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