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Skybound Wealth

@skyboundwm

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Global reach, unmatched expertise, and innovative technology to help you bring your plans to life.

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𝗧𝗵𝗲 𝘆𝗲𝗮𝗿 𝗰𝗵𝗮𝗻𝗴𝗲𝘀. 𝗧𝗵𝗲 𝗰𝗵𝗼𝗶𝗰𝗲 𝗱𝗼𝗲𝘀𝗻’𝘁.

Skybound Wealth has been named Company of the Year (Advisers), Overall Winner and Readers’ Choice, at the 2026 Investment International Awards.

2024: Readers’ Choice.
2025: Readers’ Choice and Overall Winner.
2026: Readers’ Choice and Overall Winner.

𝗧𝗵𝗿𝗲𝗲 𝗰𝗼𝗻𝘀𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗥𝗲𝗮𝗱𝗲𝗿𝘀’ 𝗖𝗵𝗼𝗶𝗰𝗲 𝘄𝗶𝗻𝘀. 𝗕𝗮𝗰𝗸-𝘁𝗼-𝗯𝗮𝗰𝗸 𝗢𝘃𝗲𝗿𝗮𝗹𝗹 𝘄𝗶𝗻𝘀.

For our people, this is a moment to stop and appreciate what they have achieved together. Clients may know their adviser best, but the relationship depends on colleagues across the business, including many whose work happens behind the scenes.

That whole team deserves the credit.

To our clients, thank you for trusting us with decisions that matter to you and your families. To everyone who voted for Skybound, thank you for your support. And to our people, thank you for the care, effort and ownership you bring to the business.

𝗪𝗲 𝘄𝗶𝗹𝗹 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝘁𝗵𝗲𝘀𝗲 𝗮𝘄𝗮𝗿𝗱𝘀. 𝗧𝗵𝗲𝗻 𝗴𝗲𝘁 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸 𝘁𝗵𝗮𝘁 𝗲𝗮𝗿𝗻𝘀 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀’ 𝘁𝗿𝘂𝘀𝘁.

Read our CEO Mike Coady’s reflections on the people behind this achievement and what comes next for Skybound.

Link in Bio. by @skyboundwm

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4 days ago

Looking organised is not the same as being prepared.

Most people can tell you where their money is. Which bank holds the cash. Which platform holds the investments. Which pension sits where.
The harder question is whether those arrangements still make sense for the country you live in, the family you support and the future you are planning.

That is the focus of SOAR Issue 8.

The cover feature examines the UK pension changes due from April 2027 and what they mean for anyone holding UK pension assets while living abroad. The wider issue goes further: returning to the UK, moving to Spain, planning from Cyprus, Switzerland, Australia and the United States, property, family wealth, markets and the financial mistakes high earners can make in Saudi Arabia.

This issue also introduces The Panel, where three professionals test one financial question from different sides; the Skybound Cross-Border Cost Index and Cross-Border Policy Watch; Your Questions Answered; and a first look inside Hub, the platform connecting the work behind our advice.

You don't need to read it all in one sitting. Start with the article closest to the decision you're facing.

Read SOAR Issue 8 - Link in Bio by @skyboundwm

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2 months ago

For years, wealthtech has promised transformation and delivered… admin.

More dashboards. More data entry. More tools stitched together that still don’t speak to each other.
The industry digitised forms - not advice.

At Skybound, we took a different path.
𝗪𝗲 𝗿𝗲𝗯𝘂𝗶𝗹𝘁 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝗮𝗱𝘃𝗶𝗰𝗲 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 - 𝗲𝗻𝗱-𝘁𝗼-𝗲𝗻𝗱 - 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗮𝗱𝘃𝗶𝘀𝗲𝗿, 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽.

Today, Plume stands as our digital edge - proprietary, secure, and already powering advice across Skybound’s global business.

Not an app. Not a portal.
𝗔 𝗳𝘂𝗹𝗹𝘆 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝗮𝗱𝘃𝗶𝗰𝗲 𝗲𝗻𝗴𝗶𝗻𝗲.

• Discovery captured live and structured instantly
• MoneyMap turning goals into visual, real-time planning
• Solution Finder delivering transparent, independent recommendations
• Plume Pitch creating personalised presentations in minutes
• Reviews powered by live data, not paperwork
• The Skybound App keeping the whole journey alive between meetings

Advice stays human. 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗿𝗲𝗺𝗼𝘃𝗲𝘀 𝘁𝗵𝗲 𝗳𝗿𝗶𝗰𝘁𝗶𝗼𝗻.
Clients get clarity. 𝗔𝗱𝘃𝗶𝘀𝗲𝗿𝘀 𝗴𝗲𝘁 𝘁𝗶𝗺𝗲 𝗯𝗮𝗰𝗸.
𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀 𝗴𝗲𝘁 𝗯𝗲𝘁𝘁𝗲𝗿.

See what the future of financial planning looks like - not in theory, but in action - watch the full video below.

This is Plume. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝗦𝗸𝘆𝗯𝗼𝘂𝗻𝗱.
This is what refined advice feels like.

Watch the Plume video now. by @skyboundwm

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a year ago

One year ago, Athletes & Creators was one adviser and a brief. Today we are announcing Jamie Proctor as Head of the division.

Jamie joined us in September 2025 as the first Private Wealth Adviser in Athletes & Creators, bringing nearly two decades as a professional footballer and the qualifications of a regulated financial planner. Since then the division has added a Cross-Border Support Desk, a global tax-planning capability, full integration of our Plume technology, and an advisory team that now includes Christophe Berra and Delicious Orie, with Emmanuel Asuquo strengthening our connection to the creator community.

As Head of Athletes & Creators, Jamie will lead the team, support its growth and strengthen our relationships across sport and digital media, while continuing to advise clients directly.

Mike Coady, CEO said:

“Earning well for a period of your life is not the same as being financially secure for the rest of it. Our job is to help clients plan while they have choices.”

Congratulations, Jamie.

Read the full announcement - Link in bio by @skyboundwm

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5 hours ago

Under 183 days in Spain? That doesn't automatically mean you're not a Spanish tax resident.

It's easy to treat the day count as the whole test. It's only one part of it. Spain also looks at where your economic base sits, and where your family lives, particularly a spouse or children.

Taylor Condon, Country Manager – Spain & Private Wealth Partner, explains why the day count alone doesn't settle it.

Want to see how the other tests work? The full guide breaks down the centre of economic interests test, the evidence Spain looks at when your day count is low, and how the UK-Spain treaty tie-breaker applies where both countries could treat you as resident.

Read it before you rely on your day count - link in bio by @skyboundwm

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a day ago

🎻 A Life Well Composed 🎶

Since our team put down roots in Spain, the welcome we've received from the local community has been something special.

So this month, we're delighted to give a little back.

Skybound Wealth Management is proud to sponsor the Classical Music Festival in San Pedro, giving talented young musicians the chance to perform on home soil, in front of the people who know them best.

Four days of music, culture and good company, from Thursday 22nd to Sunday 25th October.

Whether you're a classical music lover or just fancy a great evening out, come along and say hello. We'd love to see you there. by @skyboundwm

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2 days ago

𝟲𝟳%.

That's how much tax can fall on an inherited UK pension from April 2027 in a common family scenario. It's already legislated, whatever the Chancellor says on 28 October.

John Healey's first Budget is just under two weeks away. The rumours are about CGT, tax-free cash and a lower mansion-tax threshold. But for British expats, some of the costliest changes are already locked in:

• Unused pensions enter inheritance tax from April 2027

• Non-resident individual landlords pay 22%, 42% or 47% on UK rental profits from April 2027

• UK inheritance tax can follow you for up to 10 years after you leave

• If you used Class 2, topping up your State Pension from abroad now costs about five times more

Shil Shah, our Group Head of Tax Planning, sorts rumour from law and sets out five no-regret moves to make before Budget day.

Read the full article - Link in bio by @skyboundwm

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2 days ago

Most expats don't plan to stay abroad forever.

But very few check whether their adviser can follow them when they leave.

It usually starts with a couple of years overseas. Then a couple of years becomes ten. There's a stint in another country, children arrive, a pension gets left behind somewhere, and eventually a move home, or somewhere new, comes up quicker than expected.

Every one of those moves can change your tax residency, the regulator you fall under and the level of protection you have. And the adviser who set everything up may not be authorised to advise you in your next country at all.

Most of the time, nobody notices. The statements keep arriving. The plan still exists. Everything looks fine, right up until a decision can't wait and there's nobody on the other end of the phone who knows the whole picture.

It's rarely anyone's fault. It's simply what happens when life crosses borders and the advice stays put.

In the second episode of The Inside View, Peter Gollogly Regional Director and Private Wealth Partner at Skybound Wealth Management, explains why advice that stands still whilst your life moves quietly stops being the right advice, what proactive servicing should look like, and the one question worth asking your adviser before you ever pack a box.

Watch the full episode - Link in bio by @skyboundwm

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3 days ago

Promotions at Skybound Wealth Management aren't a given. They're earned through what someone has done, not how long they've been here.

This quarter, seven people across the business reached their next step.

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗱 𝘁𝗼 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗮𝗿𝘁𝗻𝗲𝗿
Nathan Mpofu
Richard Gartland

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗱 𝘁𝗼 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿
Jamie Proctor
Josh Clancey
Peter Smith
Sean Russell

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗱 𝘁𝗼 𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲
Euan Lynch

Every promotion here is individual. Same standards, no shortcuts. The people on this post got here through sustained performance, strong client work, and the trust they've built with the people around them.

Congratulations to you all! by @skyboundwm

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7 days ago

Not saving enough. Getting the tax wrong.

Those are the two things internationally based professionals worry about most, according to our Retirement Reality Check: 48% flagged savings, 45% flagged tax exposure.

Both are hard questions for a single-country plan to answer well. A pension built under one tax system doesn't automatically account for how it's treated when drawn from another, and the rules on each side rarely move in sync with each other.

Shil Shah, our Group Head of Tax Planning, sees exactly this play out in client cases:

"Tax outcomes depend on more than one set of rules, and those rules move independently in each jurisdiction. Many of the most valuable planning opportunities depend on acting in advance, before a move, a withdrawal, or a change in the law."

Nearly half of respondents (47%) told us they only have a rough retirement number, or none at all.

All four findings, plus adviser commentary on what to do about them, are in the full Retirement Reality Check report. Grab your copy using the link in our bio by @skyboundwm

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8 days ago

𝗠𝗼𝗻𝗲𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗯𝗮𝗻𝗸 𝗳𝗲𝗲𝗹𝘀 𝘀𝗮𝗳𝗲. 𝗛𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝗿𝗶𝘀𝗸 𝗮𝗹𝗺𝗼𝘀𝘁 𝗻𝗼 𝗼𝗻𝗲 𝘁𝗮𝗹𝗸𝘀 𝗮𝗯𝗼𝘂𝘁.

Cash is fine for short-term needs, says Simon Athwal, Private Wealth Partner at Skybound Wealth Management. Over the long term, it has one big enemy: inflation.

If your money earns 3% but the cost of living rises faster, your balance can look the same while your spending power quietly shrinks. A pint of milk that cost 50p ten years ago is around £1 today. Leave your savings untouched for that decade and they buy noticeably less.

Keep sensible cash reserves. But money you won't need for 5, 10 or 20 years deserves a proper plan, because it can grow in much better ways.

Book a call with Simon now to see what those ways look like. by @skyboundwm

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9 days ago

400km. Four runners. One reason.

On Saturday 28 November, Joshua Burton, Tom Pewtress, William Bailey and Sydney Compton from the Skybound Wealth team are each running 100km at @ultratraildubai through the mountains of Hatta.

They're running for Nepal.

In August, a glacier collapsed on the Nepal–Tibet border and sent a surge of water, rock and ice through the valleys of northern Nepal. Villages in Rasuwa, Nuwakot and Dhading were swept away. More than a thousand people have died, and thousands are still missing.

Many of the children affected were walking to school when the water came. Now they need somewhere safe to sleep, clean water and someone looking out for them.

Every penny raised goes to Save the Children International's Nepal floods appeal. Their teams are on the ground providing shelter, clean water and care, and helping reunite children with their families.

The target is £4,000, which is £10 for every kilometre run. £5, £20 or more, it all gets the team closer to the finish line.

Sponsor the team on the link in our bio.

We will be posting regular training updates between now and race day, so make sure you are following our socials! by @skyboundwm

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10 days ago