Vaughan
Trusted partners in financial journeys
We've only been with Matthew Peterson and Skybound Wealth Management for about one year, but already we see the value that he brings us! Our portfolio is not big, but he still makes time to answer our questions and treats us as a valued client! We see him as a trusted partner in this investment journey.
Jim Hipolito
Matthew Peterson is very knowledgeable, and patient through the whole process
Matthew Peterson at Skybound Wealth Management has always been great even from my first encounter with him and all throughout. He is very knowledgeable, and patient through the whole process. He is very consistent in demonstrating his client orientation skills. I will definitely recommend him to my friends and colleagues.
Jim Hipolito
Matthew Peterson is very knowledgeable, and patient through the whole process
Matthew Peterson has always been great even from my first encounter with him and all throughout. As my Private Wealth Partner, he is very knowledgeable, and patient through the whole process. He is very consistent in demonstrating his client orientation skills. I will definitely recommend him to my friends and colleagues.
George
Matthew Peterson has provided me with exceptional financial planning services
For the past few months, my Private Wealth Manager at Skybound Wealth - Matthew Peterson, has provided me with exceptional financial planning services. The process was surprisingly smooth and thorough. Matthew excels at breaking down intricate financial matters into understandable terms and tailoring his recommendations to individual circumstances. His insights were incredibly beneficial, leaving me with a clear direction and renewed confidence. His expertise, friendly demeanor, and constant availability have earned my complete trust. I unhesitatingly recommend him to anyone looking for dependable financial guidance.
Vaughan
Matthew Peterson - Trusted partner in financial journey
We've only been with Private Wealth Manager at Skybound Wealth - Matthew Peterson, for about one year, but already we see the value that he brings us! Our portfolio is not big, but he still makes time to answer our questions and treats us as a valued client! We see him as a trusted partner in this investment journey.
Baz Morrice
Great experience with Skybound and Matthew Peterson
Skybound have been managing financial assets for me for a number of years now, and the experience has been both enlightening and rewarding. My Private Wealth Manager, Matthew Peterson has ensured my investments have appreciated in value despite challenging times for the markets, and has explained scenarios in terms I can understand. He is always pleasant and approachable, and gives me confidence in his proposals. He has been pro-active in monitoring my portfolio and making suggestions to change where neccessary, overall, a very good experience
George
My experience (over the past few months) with Skybound Wealth - Matthew Peterson
For the past few months, Matthew Peterson has provided me with exceptional financial planning services. The process was surprisingly smooth and thorough. Matthew excels at breaking down intricate financial matters into understandable terms and tailoring his recommendations to individual circumstances. His insights were incredibly beneficial, leaving me with a clear direction and renewed confidence. His expertise, friendly demeanor, and constant availability have earned my complete trust. I unhesitatingly recommend him to anyone looking for dependable financial guidance.
Simon Souster
I would highly recommend Skybound and Peter Gollogly based on my experience of working with them.
I have been using Skybound Wealth now for around 7 years and working with Peter Gollogly to consolidate my old UK private salary pension and all my Swiss pension money and company shares into a tax efficient portfolio managed by them, as I have no interest in managing this myself as finance leaves me cold. This has allowed me to retire early whilst knowing my money and investments are working for me and in safe hands. Peter communicates with me clearly and helps explain the minefield of pension draw downs and provides me with sound advice when I need it. I would highly recommend Skybound and Peter based on my experience of working with them.
Rachel Williams
Would recommend Thomas Sleep at Skybound Wealth
Thomas Sleep at Skybound Wealth has made everything so easy, straightforward and simple to understand. As someone who is new to investing Thomas Sleep has been very patient and helpful throughout the whole process. Definitely someone I would recommend to friends and family.
Luke
Will Spires tackles the big picture financially in a clear and effective way
No matter how big or small the query, Will Spires at Skybound Wealth is always on hand with clear, effective and prompt communication. Most importantly, the service as a whole makes looking at the big picture, financially, easily digestible with clear next steps to achieve goals and resolve any outstanding points.
