Sarita
Dubai - UAE (IA)
Holistic Advice
Chris Ellis is an insightful and supportive client advisor. Since I started working with him he has adjusted my investment so that it is finally generating value for me, something which my previous adviser was unable to do. He shows interest and provides recommendations for my entire portfolio, irrespective of what I am actually investing through him. This holistic approach helps to generate trust and ensure that I can make well-informed decisions for my future.
Leslie Traynor
Dubai - UAE (IA)
My Review of Simon Athwal
The review with my financial assessor was thorough, comprehensive and concise. Simon was friendly and amiable in our conversation. He explained to me how my investments have come on and now are giving more profit.
Johan Bakke Lester
Dubai - UAE (IA)
Highly recommended financial adviser.
Over several years Simon Athwal has been responsible for looking after my savings and investments through Skybound Wealth Management (previously known as Guardian). I can recommend Simon as a trustworthy and dedicated financial adviser, who is tailoring my portfolio to suit my risk preference and securing both medium and long term goals.
Rick Stanton
Dubai - UAE (IA)
Professional - Recommended ++++
Max is the consummate professional and his information is accurate and always timely. He always makes regular contact and has taken the time to explain information in detail. The performance is monitored closely by their team and as I always do the same, there are no surprises which is the way it should always be in this line of business. He regards my money as though its almost his and takes great care of it. This puts my mind at ease especially and my interest is clearly being looked after. I am very pleased with the services he and his team have provided and will continue to work with them both in the future. Considering where I am in the world, I get inundated with companies offering their services. I have tried 3, and this one is one of if not the best in their sector. Highly recommended for a professional service with impartial advice.
Sanjay
Dubai - UAE (IA)
Portfolio Performer
In my portfolio, I selected the funds which were recommended by Mr. Simon Athwal and in short period it appreciated good. Mr. Simon’s follow-up is great and periodically conducting meeting to discuss the portfolio and future financial planning.
Anthony Hadfield
Dubai - UAE (IA)
Max Gerstein is a really good financial adviser.
Max Gerstein is a really good financial adviser. I appreciate his explanations and assistance in making choices about my attitude to risk assessment. Also he is to the point and the call was not too long. I appreciate being kept in touch.
Ben Edwards
Professional Yet Personal
Interview with Max is always great, personal, relevant and informative. A good mix of professional ettiquette and informal guidance; highly recommended.
Jan
I've been working with Chris for about 5 years
I've been working with Chris for about 5 years. He took over my account that was not doing very well, and under his guidance, we have managed to turn things around. I can attest to his diligence, competence and loyalty. Even though he and I have moved around the globe, he still manages to keep in touch with me and provide top-notch advice on a regular basis.
Aine O'Brien
I have complete trust
I have complete trust with my financial advisor Simon Athwal and his team. Money is a stressful aspect in everyones life. Simon keeps my informed, checks-in on my status and updates me regularly. He understands what I want and I have total faith working with him. I feel the entire team are efficient, professional and a pleasure to deal with in any circumstances. Always a great experience. Thank you.
Silvio
Chris was very helpful
Chris was very helpful in explaining by current progress in my portfolio. I highly recommend him
