Chartered Financial Planner Aimee Raymond Joins Skybound Wealth UK

For many people, financial decisions arrive one at a time. A pension contribution here, a savings allowance there, a question about the family business or a retirement date that never quite gets answered.

Each decision may make sense on its own. The real value comes from seeing how they fit together, and from having someone to revisit them with as life changes.

Skybound Wealth UK is pleased to welcome Aimee Raymond, a Chartered Financial Planner who joins the firm as a Private Wealth Adviser.

Who Aimee Advises

Aimee works with private individuals, families, company directors, family businesses and trustees. Her clients range from people building their savings for the first time to those focused on preserving the wealth they have built and passing it on.

Pension planning is at the centre of her work. She covers everything from setting up pensions for children to arranging retirement income, as well as using a pension to purchase commercial property.

The questions Aimee hears most often:

• Am I making the most of my pension and the allowances available to me?
• How do I turn my pension savings into a dependable retirement income?
• Could I retire earlier than I expected?
• How can I start building financial security for my children?
• As a business owner, how should my company and personal finances work together?

Background & Experience

Aimee began her career in financial services in 2008. She qualified as a Financial Planner in 2013 and went on to become a Chartered Financial Planner.

She joins from Francis Clark Financial Planning, part of PKF Francis Clark, where she was a Senior Financial Planner. There she advised individuals, trusts and companies on all aspects of financial planning. She worked closely with the firm's Private Client and Family Business teams in Poole and Salisbury, giving clients joined-up advice across their business, tax and financial planning.

That way of working continues at Skybound Wealth UK. Aimee works alongside Tax Specialist Shil Shah, Mortgage Specialist Kieron Franklin and Chief Investment Strategist Jabir Sardharwalla. This means clients can bring tax, property and investment questions into the same conversation.

Aimee holds the CII Level 6 Advanced Diploma in Financial Planning and the APFS designation.

Commenting on Aimee joining Skybound Wealth UK:

‍Craig Stokes, Managing Director - Skybound Wealth UK, said:

"Aimee brings the kind of steady, considered advice that clients come back to for years. Her pension planning experience and her work alongside business owners and their accountants make her a strong addition to our UK team.

"She joins with specialists in tax, mortgages and investment beside her from day one, and our clients will feel the benefit of that straight away."

Aimee Raymond added:

"The part of this job I value most is the relationship. Clients come back when something changes, whether that's a new job, a business sale, a new baby or a retirement date, and we work out together what it means for their plans.

"Skybound gives me a wider team of specialists to bring into those conversations, so clients get joined-up advice without having to coordinate it themselves."