Review of Consultation with Christopher Ellis via Google Meet
Aside from not having a working webcam (an issue at the company's end, not the client's, and not a matter of any consequence), the conversation went very well. Backup via phone (Whatsapp) was not needed. The conversation followed a clear an structured agenda, with screensharing of forms and information when needed. I had every opportunity to state our savings and investment priorities and objectives, and I believe I provided necessary information clearly, in order for the best and most relevant targeted advice to be given. I believe that the adviser was able to take note of the information provided and recognised that our circumstances are perhaps not typical of all clients. I was happy to agree to further conversations with specialists on wills (done on 18th March) and on property (due on 23rd March), as these are matters of importance to us.
James McLellan
Dubai - UAE (IA)
Financial advice for British Nationals and International workers from our offices around the globe.
Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading International Independent Financial Advisory Company. For over 20 years, we have been providing global client-conscious financial advice.
Through a combination of passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, we aim to be the anchor that keeps you grounded whilst allowing your investments to soar.
We do this by delivering bespoke financial plans for the immediate future and for the long-term security of you & your family. This means you can live for today, knowing tomorrow is taken care of.
Talk To Us Today
For more information on international mortgages contact us today.
