Simon Athwall has managed my finances for several years now. He’s always very clear in his approach and explains everything thoroughly. We’ve been caught out by financial advisors in the past who have... See more
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Paul is our trusted advisor who has helped us tremendously over the past five years. He genuinely cares about his clients and helps take the stress out of financial planning. Paul leverages his deep f... See more
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Mark Powsney has helped us navigate unprecedented global crises and financial noise. During this time, his advice has been thoughtful and uniquely tailored to our ethical compliance requirements. He p... See more
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We've been working with Mike Coady as our financial advisor for more than 4 years and we couldn't be happier. We've built a well thought investment structure to protect our money and make it grow over... See more
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Company details
Written by the company
At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. That’s why we prioritise your goals, offering transparent strategies that grow and adapt alongside you. Wealth is more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.
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4.9
Excellent
745 reviews
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Replied to 100% of negative reviews
Typically replies within 24 hours
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Christopher Ellis
I’ve been working with Chris for about 2 years now and I can honestly say that he is the best Financial Adviser that I have ever worked with. When Chris took over my portfolio it was a complete mess due to previous poor advice and decisions. But since Chris started managing my portfolio and through his hard work, advice and dedication I finally believe that my portfolio is where it should have been all along.
I cannot recommend Chris highly enough.
1 October 2024
Unprompted review
Reply from Skybound Wealth Management
Rebuilding confidence after a difficult experience takes care and consistency, Colm, and we appreciate you sharing this.
At Skybound Wealth Management, Christopher Ellis works with clients as a Private Wealth Partner, focusing on bringing structure, clarity, and sound judgement to portfolios that may have been affected by earlier decisions. We’re pleased to hear that this approach has helped restore confidence and put things back on a more solid footing.
Thank you for taking the time to share your experience and for your recommendation.
— Skybound Wealth Management
Overall Experience…
My experience has been amazing especially getting the guidance from the staff in general, and most importantly very understanding and they excel in excellent communication in terms if timings and response.
Christopher has been exceptionally helpful, vast in knowledge and executes proper guidance.
1 October 2024
Unprompted review
Reply from Skybound Wealth Management
Consistent communication and understanding make a real difference to the overall experience, Emmanuel, and we appreciate you highlighting this.
Christopher Ellis supports clients as a Private Wealth Partner at Skybound Wealth Management, focusing on clear guidance, considered judgement, and being responsive when advice is needed. We’re pleased to hear that this, alongside the wider team’s support, has helped make the experience a positive one for you.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
Good Advice
Christopher Ellis my Skybound financial adviser has offered good financial advice and always looked for products to suit my requirements. He has also worked extremely hard to successfully sort out issues caused by bad advice by a previous company’s advisor. I would strongly recommend Christopher as an advisor.
1 October 2024
Unprompted review
Reply from Skybound Wealth Management
Addressing legacy issues and ensuring advice is properly aligned to individual needs is an important part of long-term planning, and we appreciate you sharing this.
Working with clients as a Private Wealth Partner at Skybound Wealth Management, Christopher Ellis focuses on understanding requirements carefully and applying sound judgement when reviewing or correcting earlier decisions. We’re pleased to hear that this approach has helped bring clarity and confidence to your situation.
Thank you for your recommendation and for taking the time to share your experience.
— Skybound Wealth Management
Excellent service, Consistent and Honest
We've been working with Max Gerstein for the past 6 or 7 years, and I can't recommend him highly enough. Max is always honest and straightforward, never pushing a sales pitch, which is refreshing in the financial advisory world. His advice has consistently been spot-on, especially when it comes to retirement planning. Max takes the time to understand our goals and provides guidance tailored to our needs, not just generic recommendations. If you're looking for a financial advisor who genuinely cares about your financial wellbeing, Max is the person to go to!
23 September 2024
Unprompted review
Reply from Skybound Wealth Management
Honest, well-judged advice and a focus on what genuinely suits each client are central to good long-term planning, Christina, and we appreciate you sharing this.
As a Private Wealth Partner at Skybound Wealth Management, Max Gerstein works closely with clients to understand their goals and provide guidance that is practical, transparent, and aligned to their individual circumstances, particularly when planning for the years ahead. We’re pleased to hear that this approach has continued to serve you well.
Thank you for taking the time to share your experience and for your recommendation.
— Skybound Wealth Management
Dion Angove
Just want to say a massive thanks to Dion, just started with this company and everything was amazing from start to finish.
The full process was smooth, I don’t know much about investing that’s why I come to Dion to help me with getting into it and starting my financial journey. I barely had any questions at the end because every meeting we have he explained everything to the dot - I couldn’t recommend him enough, top guy and thanks again!
Highly recommended these guys they do an amazing job and I’m just super excited to see my finance grow. 👍🏼
14 September 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Kyle,
Thank you for sharing such a great review! It’s fantastic to hear that your experience with Dion has been so positive, and that he made the process smooth and easy to understand. We're glad Dion was able to guide you through your financial journey with such clarity and care. We'll make sure he sees your kind words—he’ll really appreciate it. Thanks again for the recommendation, and we look forward to supporting you as your investments grow!
Warm regards,
Skybound Wealth Team
Great advice from Max Gerstein
I want to give public praise to my financial manager Max Gerstein. Thanks to his help and advice my pension investment is doing very well and I can look forward to financial security in retirement. The annual follow-ups are spot on. No time wasted.
30 August 2024
Unprompted review
Reply from Skybound Wealth Management
Regular review and well-structured advice are an important part of long-term planning, Dirk-Jan, and we appreciate you sharing this.
At Skybound Wealth Management, Max Gerstein works with clients as a Private Wealth Partner, focusing on clear annual reviews, efficient use of time, and guidance that helps clients stay on track with their longer-term objectives. We’re pleased to hear that this approach has worked well for you.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
Excellent experience, very positive.
Overall the experience with Sam and Tom has been excellent. They understood what I was aiming for and why and turned this into a positive move. I'm very appreciative of the time and effort they made to ensure I felt confident in the decisions made. Thank you Sam and Tom
1 June 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Julie,
Thank you so much for your kind words! We're delighted to hear that your experience with Sam and Tom has been so positive. It's fantastic to know they understood your goals and helped you feel confident in the decisions made. We truly appreciate your feedback and will make sure to pass along your thanks to both Sam and Tom.
Warm regards,
Skybound Wealth Team
Good comunication
Good comunication. Clear approach. Nice interaction overall. Special thanks to Matthew that has been guiding my investment here.
20 August 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Paulo
Thank you for taking the time to review your experience of Skybound Wealth and Matthew in particular
Your recommendation means a lot to us and we’re thrilled that you had such a positive experience.
Best regards,
Skybound Wealth Management Team
Kieron did an excellent job in…
Kieron did an excellent job in explaining to me all options and advantages in investing with Skybound, and I trust that we will maintain an ongoing relationship between myself and Skybound
21 August 2024
Unprompted review
Reply from Skybound Wealth Management
Clear explanation and a strong foundation for an ongoing relationship are important when making financial decisions, Carl, and we appreciate you sharing this.
Kieron Donovan works with clients as a Private Wealth Manager at Skybound Wealth Management, taking time to outline options clearly and support informed decision-making as plans develop over time. We’re pleased to hear that this approach has helped build trust as you move forward with us.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
Ben Stockton
Ben has been absolutely amazing! I never really understood much about investments or finances, but he has helped me tremendously. He took the time to answer all my questions, no matter how small, and made everything so much easier to understand. I would highly recommend getting in touch with Ben if you need help with your finances.
19 September 2023
Unprompted review
Reply from Skybound Wealth Management
Feeling comfortable asking questions and gaining clarity is an important part of building confidence, Tara, and we appreciate you sharing this.
Ben Stockton works with clients as a Private Wealth Adviser at Skybound Wealth Management, focusing on clear explanations, patience, and making financial decisions easier to understand, regardless of prior experience. We’re pleased to hear that this approach has helped you feel more informed and supported.
Thank you for taking the time to share your experience and for your recommendation.
— Skybound Wealth Management
Kieron Donovan
We are new to Skybound and Kieron Donovan has assisted us with our portfolio. He has been extremely professional and gone out of his way to ensure we are in the loop and found the best possible plan to suit our needs. We look forward to the journey ahead with Skybound and Kieron as our advisor.
14 August 2024
Unprompted review
Reply from Skybound Wealth Management
Starting out with clear communication and a plan that feels right is an important foundation, Dylan, and we appreciate you sharing this.
As a Private Wealth Manager at Skybound Wealth Management, Kieron Donovan focuses on keeping clients fully informed, understanding individual priorities, and shaping advice that’s practical and well considered from the outset. We’re pleased to hear that this approach has supported you as you begin working with us.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
Sam Ling was very patient and thorough…
Sam Ling was very patient and thorough while explaining all aspects of the portfolios.
7 August 2024
Unprompted review
Reply from Skybound Wealth Management
Clear, patient explanation is an important part of making informed decisions, Victor, and we appreciate you sharing this.
Sam Ling supports clients as a Private Wealth Adviser at Skybound Wealth Management, focusing on taking the time to explain portfolio structures clearly and thoroughly so clients feel confident in their understanding. We’re pleased to hear that this approach has been helpful for you.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
Very good experience
Based on the experience working with Simon Athwal for already some years, he is a very knowledgeable and reliable financial advisor, very responsive and having no issues replying to whatever question whenever being contacted. On top, I am happy with the performance of my investment plan. Moreover, he regularly informs me about interesting investment products and opportunities which are very much worth to think about. I am looking forward to further cooperation.
20 June 2024
Unprompted review
Reply from Skybound Wealth Management
Long-term working relationships are built on responsiveness and sound judgement, Sasa, and we appreciate you sharing this.
Simon Athwal works with clients as a Private Wealth Partner at Skybound Wealth Management, placing strong emphasis on being accessible, answering questions clearly, and keeping clients informed as opportunities and priorities evolve. We’re pleased to hear that this approach has continued to support you well and that you’re comfortable looking ahead together.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
Experience
I have been looking at this investment journey for sometime, luckily I came in contact with Kieron Donovan, which has been very accommodating to my very erratic schedule of work. He took great time to explain everything to me and answering to all my questions promptly. I have just begun in this journey but very optimistic i am in great hands with the great support and knowledge of Kieron.
8 July 2024
Unprompted review
Reply from Skybound Wealth Management
Flexibility and clear communication are especially important when starting out, and we appreciate you sharing this.
Kieron Donovan works with clients as a Private Wealth Manager at Skybound Wealth Management, taking time to explain options clearly, accommodate individual schedules, and ensure questions are addressed promptly as plans begin to take shape. We’re pleased to hear that this approach has helped you feel supported as you start your journey with us.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
So far so good!
I am very grateful for the help I have had from Chris Bowler at Skybound Wealth Management. I have been working with Chris for about 6 months now and he has been very helpful and responsive to my needs - initially in the explanation and setup of different savings and investment vehicles, and then in helping me move some of existing savings out of South African rands, and into a more stable USD based savings vehicle. It is still early days, but so far I am satisfied with the support I have received and have enjoyed working with Chris.
15 July 2024
Unprompted review
Reply from Skybound Wealth Management
A clear and supportive start makes a real difference when putting new plans in place, Caroline, and we appreciate you sharing this.
Christopher Bowler works with clients as a Private Wealth Partner at Skybound Wealth Management, focusing on explaining options clearly, setting things up carefully, and being responsive as circumstances and priorities evolve. We’re pleased to hear that this approach has helped you feel supported and comfortable as you’ve begun working together.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
Knowledgeable and easy communication…
Knowledgeable and easy communication from Ryan Donaldson to compare options and set up the policy to fit our needs.
4 July 2024
Unprompted review
Reply from Skybound Wealth Management
Clear communication and well-considered options are an important part of getting things set up properly, and we appreciate you sharing this.
Ryan Donaldson focuses on helping clients compare options clearly and move forward with confidence. As a Private Wealth Partner at Skybound Wealth Management, this practical approach is central to how he supports clients.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
Trustworthy advisor.
Simon Atwal is a very reliable financial advisor, and a great person which I can trust my investments with confidence. He has an absolute transparency of everything that he analyzes and products that he offers. After 5 years with him I can say that I have achieved a better performance in my investments that I had with previous people in other companies.
1 July 2024
Unprompted review
Reply from Skybound Wealth Management
Trust is built through openness and consistency, Joao, and we appreciate you taking the time to reflect on your experience.
Transparency in analysis and clarity around recommendations are central to how Simon Athwal approaches his work. As a Private Wealth Partner at Skybound Wealth Management, this means ensuring clients understand not just what is being recommended, but why, so decisions feel well-judged and considered over time.
Thank you for sharing your experience and for the confidence you’ve placed in Simon and the team.
— Skybound Wealth Management
Thank you Kieran & Skybound wealth team
Thank you Kieran Tween and Skybound wealth Team!
I found the team knowledgeable, friendly and passionate in helping me to find the best suitable way to ensure a better financial future for me and my family as an expat. My advisor, Kieran Tween assisted me step by step to understand the financial terms, and explaining in basic language the best financial plan that will suit me best working towards my retirement. I appreciate the hands on method and that my advisor (Kieran Tween) is always available to me at any time should I need any guidance or explanations. I appreciate and value the one to one video call interactions with my advisor having face to face discussions, as I find this worthy and beneficial in building a strong business relationship. All emails and details were clear, fast and efficient.
20 June 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Liam,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth and Kieran Tween in particular.
We are constantly monitoring the service we provide to all our clients and will pass on your feedback to the whole team. If there is anything else that you require at any point in the future, please do not hesitate to contact Kieran or Skybound Wealth Client Services.
Warm Regards,
Skybound Wealth, Client Relations
Matthew gave quite a good experience as…
Matthew gave quite a good experience as I was looking to place an investment in Europe. I have some experience with similar investments and Matthew at Skybound provided the information and time needed for me to make decisions and my own due diligence. It as been great process so far!
8 May 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Sam,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
We will pass on your feedback to the team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
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