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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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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Similar to other negative reviews I was recommended to invest in was an RL360 offshore pension product with extortionate fees and commissions (there is plenty of literature in books and online on how bad these products are). For this investment to make any decent return over its lifetime the market has to perform exceptionally year on year due to the high fees continually being deducted from the account. I managed to get out after surrendering approx £11k. When I had asked my advisor at Skybound about the fees and commission on this product (after much delayed response), he advised to retain my money in the product. If you have invested in similar products, take the hit and close any further payments. Overall I felt Skybound was not looking after my best interests and was happy to sign me up to bad products for a nice commission. As an expat, it goes without saying you should do your own due diligence as these advisors seem to target those who are not well versed in investing.

Reply from Skybound Wealth Management
Advisor:Christopher Bowler
General and specific attentiveness to my personal financial needs.Open and clear about pros and cons and more so step by step approach to each phase.More than willing to assist/explain on my shortfalls.
From our fisrt online meeting and the following meetings over 3 weeks was all clear,to the point and concise.

Reply from Skybound Wealth Management
I have worked with Ed and Thomas for many years, and I am very happy with the advice I have received.
They are always reachable, their recommendations with the costs were clearly explained, and they helped me get back on track when I had been hesitant for so long.
Would not hesitate to recommend!

Reply from Skybound Wealth Management
My Senior Advisor Simon Athwal has been my Financial Advisor for a number of years now. And I have seen my finances grow in these years. His advice has been to have a mixed portfolio with varying years of maturity. Be patient in the early years and have quarterly reviews.

Reply from Skybound Wealth Management
Excellent discussion, good advise and planning for the future

Reply from Skybound Wealth Management
I came across Skybound Wealth Management by chance, and am I glad! Kieron Donovan is very professional, could answer all my questions, and clearly knows his stuff. He and Christopher Ellis have been instrumental in helping me focus on long-term growth. I could not recommend them highly enough. I will be doing additional business with them in the near future.

Reply from Skybound Wealth Management
Mark Tucker was thorough in the process of explaining everything to me. He also guided me through the process. I can highly rate Mark in my review.
On another subject. You should really consider a bonus for individual who can successfully do referrals of other expats. Just a suggestion. Word of mouth is powerful.

Reply from Skybound Wealth Management
Working with Ben has been a pleasure so far. He is extremely effective and responsive. Ben was able to guide us in the right direction and assist us with opening up 3 accounts as per our personal family requirements.
As a family, we trust Ben's guidance and are looking forward to continue our financial journey with him for years to come.

Reply from Skybound Wealth Management
We recently started our financial journey with Skybound and Ben Stockton who is based in Dubai. Nothing but a great experience from Ben and the Skybound Team. They were clear on advice and really helped us make some good decisions from their experience. I always worry about trusting advisors in this space but Ben and the team were great. I trust and recommend them highly and I am far from an easy to please customer 😀.

Reply from Skybound Wealth Management
Advisor Christopher Ellis and team: professional partner, effective and clear communication, available on short notice for clarification of open questions, result-oriented, efficient regular follow-up of policy/investments.

Reply from Skybound Wealth Management
I had a very nice experience with Skybound, particularly with Darren Slinger, who guided me through the investment options. As a novice in wealth management, I appreciated his clear and transparent presentation of investment options. Darren's patience and willingness to address all my questions made the process seamless and boosted my confidence in Skybound's services. I just started my plan, have access to my investment account and am very hopeful for the outcome.

Reply from Skybound Wealth Management
Have been advised by Christopher Ellis for a number of years now. Very much appreciate his clear and honest advice with a focus on recommending products / options that make sense in my circumstances.

Reply from Skybound Wealth Management
Christopher is very dependable. He has been managing my accounts for several years and has always understood and calmed my fears during the very difficult last few years.

Reply from Skybound Wealth Management
Convinced to invest into a Morningstar SIPP and the charges are very high and performance of SIPP is unacceptable in 12 months have lost a significant amount of money

Reply from Skybound Wealth Management

Reply from Skybound Wealth Management
I am extremely grateful to Carla Smart for patiently assisting me with the process of transferring my UK pension into a SIPP. As I have been working outside of the UK for several years and am not planning to retire there, it was necessary for me to transfer to a scheme which allows me to draw down in Euros, payed into an account outside of the UK. From outset of the process through to completion I found Carla Smart to be incredibly knowledgeable, thorough and professional.

Reply from Skybound Wealth Management
By lucky chance, I came across Skybound through LinkedIn and I am so happy that I reached out to them. Their help and assistance with my financials for exiting Switzerland was invaluable. My advisor Matthew Turnbull is very professional and knowledgeable and gave me confidence from the very first meeting. I really appreciate the honest and transparent financial advice that Matthew provided me. The process took a bit longer than we both expected but in the end, it went smoothly. I look forward to many future years of financial advice and support. I'd like to give a big shout out to Mark Flanagan too for all his help during the process.

Reply from Skybound Wealth Management
I've been working with Matthew Turnbull at Skybound and it's been a great experience. He knows everyone's situation is different and accommodating of your circumstances and not pushy. It's refreshing to have advice that fits my life without the pressure to do more than I'm comfortable with. Definitely recommend if you're looking for financial advice that's down-to-earth and tailored to you.

Reply from Skybound Wealth Management
Simon Athwal is a dedicated and trustworthy guy, full confidence in him guiding us through the financial roller coaster of life.

Reply from Skybound Wealth Management
Appreciate working with Skybound, in specific Mr Athwal, he checks back with me regularly to hear about my new ambitions, also to update me on the market situations and recommend new directions.

Reply from Skybound Wealth Management
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