Every year your financial adviser will contact you to review your investments, you turn up to the meeting, answer some questions and listen to some recommendations.
But when was the last time you compared these suggestions independently? In fact, when did you last review your financial advisor? After all they are who you entrust your families future in.
The Triple A Standard Review
Skybound Wealth’s Advice and Adviser Analysis review is designed to help international expatriates look at all sides of their investment portfolio. Rather than simply reviewing your investments as they are today, our expert team look at other critical factors such as: if your adviser is equipped to support you if your life takes you to another remote destination, the fees you are paying, and using comparator software we can establish how your investments compare against our purpose-built portfolios.
Designed for international expatriates with liquid assets over £500,000, a senior financial adviser will provide a complimentary consultation that goes through all of the above and more.