Our Advice

Spend A Little Time Finding The Right Financial Advice Now, To Save A Lot Of Hassle Later

We take the time to understand your values and investing goals, but you can rest assured that’s just the beginning.

To us financial planning is more than paycheques, bank balances and reports, that’s why we will be with you every step of the way. On hand to help you navigate life’s obstacles and those unexpected forks in the road.

At Skybound Wealth Management we always take a long-term view and as your investment partner, it’s our job to coach you through things like market volatility and political uncertainty.  By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong investment strategy.

Financial Advice In The Palm Of Your Hand

At Skybound we understand the importance of being able to keep in touch with your Adviser and your investments. By harnessing cutting-edge communication technology, Skybound provide a number of ways to keep in touch in addition to the more traditional methods of contact.

Interactive web meetings, online conferencing and the Skybound investor portal place your Adviser, and access to your investment portfolio, literally in the palm of your hand.

Of course, if you prefer a more traditional face-to-face meeting, you can visit one of our regional hubs in London or Sheffield.

Skybound Investor Portal

Skybound’s Investor Portal provides an easy-to-use and intuitive digital experience for our clients to view their financial information, irrespective of whether the assets are managed by us.

The Skybound Investor Portal is a cloud-based web service which gives clients online access to up-to-date information about their investment portfolios: valuations, asset breakdowns, performance charts, and more.

We pride ourselves on providing marketing-leading reporting and performance analysis and are continually enhancing our offering to ensure that it benchmarks servicing standards of wealth management and advice firms.

How We Charge

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.

Implementation Fees

Our fees for establishing a financial plan are clear and straightforward. Skybound 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 Skybound. For example, if you invested a lump sum of £100,000 our fee would be £3000.

Ongoing Fees

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.

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 Ltd, in accordance with our Privacy Policy.
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.
Oops! Something went wrong while submitting the form

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 Ltd, in accordance with our Privacy Policy.
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.
Oops! Something went wrong while submitting the form