Wealth Management

How Our Wealth Management Advice Works

1. Connect

Book a consultation with a Skybound Wealth adviser to define your goals.

2. Review

We assess your assets, financial priorities, and opportunities for growth.

3. Plan

We design a personalized wealth strategy built around your needs and timeline.

4. Implement

Your plan is executed across investments, protection, and financial structures.

5. Evolve

We monitor, review, and refine your plan regularly to keep you on course.

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How Can We Help You?

A Wealth Strategy Built Around You

At Skybound Wealth, you don’t get an off-the-shelf solution - you get a personalized, cross-border wealth plan designed to protect, grow, and future-proof your financial life.

Wherever you are now, and wherever you want to go, we’re here to turn your goals into a clear, achievable strategy.

Our wealth management services are designed to help you manage, grow, and protect your wealth in a way that aligns with your unique financial goals. Whether you’re focused on optimising investments, achieving tax efficiency, or planning for retirement, we offer comprehensive strategies tailored to your specific needs.

Through a holistic approach to wealth planning, we ensure that every aspect of your financial life is taken into consideration. From asset protection and risk management to estate planning and succession strategies, we provide a full spectrum of services to help safeguard your wealth for future generations.

Contact Us to Build your Financial Plan

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Why Choose Skybound Wealth?

Our expert team combines years of experience with an in-depth understanding of both the UK and international financial markets, allowing us to offer you a broad range of investment opportunities and tax-efficient solutions. We work closely with you to assess your current financial position, understand your long-term objectives, and create a customised wealth strategy that secures your financial future.

Our ongoing support and regular reviews give you confidence in your financial decisions, knowing that your plan is continuously evolving to meet changing needs and market conditions. With Skybound, you’ll have a trusted partner by your side, ensuring your financial goals are within reach and your wealth remains protected for years to come.

Global Team, Here for You

Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach — so you can move forward with clarity and confidence.

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5,000+

international clients & growing

$1 Billion

of client savings under management

Industry Awards & Counting Since 2021

offices on 5 continents & more planned

With a passion for personal and professional development that exists throughout the company, and comprehensive development support, we empower our people to be the very best they can be as we strive as a collective to not only remain at the forefront of international financial planning, but to lead its evolution.

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Wealth Planning

Formulate a wealth plan that’s built for the twists and turns of life with support from Skybound.

Investment Planning

Custom-built portfolios designed for your goals, risk appetite, and global footprint - whether you’re investing a lump sum or building wealth through a regular savings plan.

Legacy and Estate Planning

Protect and transfer your wealth smoothly and efficiently to the next generation.

Minimising Taxes, Maximising Returns

Optimise your finances with cross-border tax-efficient strategies that let you keep more of what you earn.

Supporting the Next Generation

We help you protect and transfer your wealth to the next generation with minimal tax impact, ensuring your legacy is preserved.

Retirement Solutions

Personalised strategies to secure the future you want, with flexibility to adjust as life evolves.

Currency and Cross-Border Management

Manage multi-currency finances and international relocations with expert support.

See What Our Satisfied Clients Have To Say

February 28, 2025

A true credit to himself

A true credit to himself and the company he represents.

Chris Gerber

February 28, 2025

Grateful for the exceptional service provided

I am incredibly grateful for the exceptional service provided by Jake Murphy at Skybound. Their expertise and personalized approach have not only helped me focus on my financial goals but also given me peace of mind about my future. They are always attentive, knowledgeable, and proactive, ensuring that my investments are well-managed and aligned with my objectives. I highly recommend their services to anyone seeking a trustworthy and effective financial advisor.

Noor Schroeder

February 28, 2025

I can highly recommend Jake and the positive experience

I can highly recommend Jake and the positive experience I’ve had working with Skybound and the services they provide. Jake is extremely knowledgeable as an advisor and was very helpful when it came to explaining what Skybound do and how I could benefit from their services. I would definitely recommend Jake.

Gillian Mitchell