If you are going to entrust someone to help you build your perfect future, it’s important that you get to know them first. That’s why our initial meeting and in-depth review of your circumstances is completely free with no strings attached.
Once we understand your goals and objectives, our advisers will outline the different options available to you and cover the associated fees for each scenario. No hidden fees or surprises
Our fees for establishing a financial plan are clear and straightforward. GWM FP is remunerated at the implementation stage of any investments and pensions that we recommend to you.
The charge includes the advice, administration and set up of these products. Our implementation fee is up to 3% of the amount of money you invest through GWM FP . For example, if you invested a lump sum of £100,000 our fee would be £3000.
Once the initial financial plan is put in place, our ongoing advice and service is designed to keep you focused on meeting your financial milestones.
Our ongoing advice and service fee is 1% per annum. For example, if you invest a lump sum of £1,000,000 our ongoing advice and service fee would be £10,000 per annum.
The most important USP for Skybound is our strong regulatory background, that has been with us since our inception.
We hold the necessary licenses to operate in every jurisdiction where we have a physical presence.
Underpinning our strong licensing and client offering is our dedicated internal compliance team.
Their due diligence ensures we continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.
We have an industry leading investment proposition, that is constantly reviewed by our investment committee.
Our investment philosophy is based on four key principles; consistency, long term growth, quality investments and diversification.
Our advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.
Business Development Managers are in place to introduce our unique proposition prior to setting up a first meeting with an adviser.
We are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.
Often overlooked, Skybound has a strong team ethos. Our advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.
Take a look at our Twitter, Facebook and Instagram accounts to see for yourself.