Prior to joining Skybound, Danny worked for a number of large international financial planning firms across Europe and the Middle East. Danny has developed a strong knowledge of UK pension analysis, pension transfers and frozen pension release (QROPS, SIPPS).
Having worked in financial services for several years, Danny is well placed to advise on lump sum investments, international retirement planning and US retirement planning. Danny can also provide guidance on inheritance tax and trust planning for British nationals and US connected individuals globally.
Danny holds 2 qualifications with the Chartered Institute of Securities and Investments (CISI) and has obtained the Series 65 Uniform Investment Adviser license to provide advice to US residents and US connected individuals.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Reference to a registered investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.