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.
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.
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.
Skybound Wealth Management Limited FF2, MBP3, Meadowhall Business Park, Carbrook Hall Road, Sheffield, S9 2EQ
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Skybound Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registered Office - MBP3, Meadowhall Business Park, Carbrook Hall Road, Sheffield, S9 2EQ. Registered Number 04479650, England. Financial Services Register Number 217994.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Neither Skybound Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.