Award Winning International Financial Planning Advice From Skybound Wealth

We are delighted to once again be recognised by a panel of industry peers at this years’ International Adviser Best Practice Awards.

Sponsored by Morningstar and designed to recognise, showcase and celebrate achievements in embedding best practice within every aspect of a business, from front-line advice to client relationship management, the awards are seen as a benchmark for quality within the financial planning industry.

“Top class entry showing how efficiency and effectiveness impact the business.”

From our Paraplanning and Administrative teams who have successfully implemented in-house cutting edge technology to improve operational efficiency, to our Finance team’s initiatives to increase speed, transparency and accountability, to Compliance who have digitalised their processes to ensure audit trails and accountability is maintained, to Marketing who continue to identify new client relationships through web campaigns and comprehensive webinar programs, to Human Resources who ensure our people are empowered to grow and succeed, all these support functions constantly strive towards the common goal of client satisfaction.

“A first-class entry. I particularly like the examples of how people have progressed in the business, showing how the programme works in real life.”

Professional development is about more than funding examinations and courses for your people. It requires dedicating resources to internal and external seminars and workshops, personal development and progression plans, and building a culture that facilitates ongoing recruitment whilst also increasing retention levels of existing staff.