Dominic has 7 years experience in financial services starting as a pension scheme administrator within a well known life office in the U.K.
Dominic is a technically driven professional who enjoys working with advisers with complex matters in the financial planning process. Dominic's prior expertise in dealing with sophisticated/HNW and internationally mobile clients enables the team to provide clients with valuable insights and unique strategies such as; repatriation planning, estate tax planning & gifting and complex pension planning and LTA mitigation.
Dominic also brings to the team a solid understanding of the planning opportunities for U.S. persons having spent a year working in a New York financial consulting firm.
Dominic is currently studying for the general diploma in financial planning in the U.K. and is working towards his U.S. qualifications.
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 experience involving negative returns. Investing requires a long term time horizon.
All the advice provided by Skybound Wealth Management LLC is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. 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.