Review Of Consultation With Mr Christopher Ellis...
The regular review was efficiently set up by phone the previous week, and the meeting was conducted through MS Teams. One minor technical issue - when I accepted the meeting invitation I lost the link, so had to email to ask for it again. This was purely a technical matter and no reflection on the adviser. The meeting went smoothly and Mr Ellis was well informed as to our situation. He made sure that we were fully informed and talked us through the survey form etc., after which I outlined our financial situation and future plans. In the consultation all relevant issues were covered in a short space of time.
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.
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