David Easthope
Mike Coady and his team made me feel listened to, not pressured
It’s was a big step to trust someone with our life finances, especially after being ill advised many years ago. However, when we met with Mike Coady he spent time getting to know us and our future goals. Mike was relaxed, extremely patient and supportive and at no time did we feel pressured into making decisions. He understood us and our future goals. We have met with Rebekah Roe who also had great understanding and patience, and Princess who is always there keeping us up to date with meetings or messages! Great teamwork and thank you.
David Allison
Josh Clancey guided me through an important pension decision
Josh Clancey sorted me out when I had the opportunity to cash in my pension tax free. Subsequent informal reviews with other advisors has reassured me that the did an awesome job helping me place my funds for future growth.
Dave
Years of valuable pension planning advice from Arun Sahota
We have used Arun Sahota and his team to help with our Pension and financial planning for many years now. His advice and guidance has been absolutely invaluable to us over the years and he has made an enormous difference to our financial position. He has vast knowledge of these areas and after our meetings, his team quickly and efficiently implement the next steps. At a personal level he is also a lovely person to talk to and after the meetings, we always feel reassured that he has out very best interests at heart.
Customer
Arun Sahota and his team are quick to respond
Great team, quick and efficient response to questions and arranging meetings. Nothing is too much trouble for them. Would highly recommend Arun Sahota and his
Customer
Josh Clancey is knowledgeable, patient and easy to deal with
Great experience with Josh Clancey at Skybound Wealth. Knowledgeable, patient and very easy to deal with. Highly recommended.
Christopher Derry
Finally, transparent conversations about investment fees in the UAE
Having been in the UAE for over 20 years, Josh Clancey is the first advisor that has given genuine transparent advice on his fees, what and how to invest. I would highly recommend.
Anonymous (Spain relocation)
Kelman Chambers explained our pension and tax options before Spain
With plans to move to Spain, we were very cautious with how pensions and tax would work as we had little knowledge of the process. Kelman Chambers has been amazing, helping us navigate through different options, advising us of pitfalls and making sure we had the right information to help us make informed decisions and at the right time to optimise tax allowances. He really listened and gave us the best advice for our situation but also allowed us flexibility to accommodate our needs. And did all this with a relaxed and “nothing is too much trouble” attitude. We have already recommended Kelman to our friends to help with their pension investment.
Anjali Walker
Josh Clancey went above and beyond when things got difficult
I highly recommend Josh Clancey to anyone seeking wealth management services, regardless of the size or complexity of their portfolio. Josh has consistently gone above and beyond to support me with my investments and provide guidance beyond my expectations. He has handled some very challenging situations with exceptional professionalism, patience, and understanding, giving me confidence and peace of mind throughout the process. His dedication, expertise, and genuine commitment to his clients make him an outstanding wealth management professional.
Alexander
A better client experience with Matthew Peterson
Since several years a part of my financial investments is managed with the professional support by SWM. The quality of service has always been very good, but has clearly further improved over the last years towards excellence. I'm in particular very much pleased with the very competent and very sympathetic support by my personal SWM financial advisor Matthew Peterson.
Bongani
Helped me understand my risk appetite
Kane is the best in terms of putting your goals and interests forward and he is always willing to listen and is not chasing after how much a client should contribute monthly but what can the client realistically contribute. He has helped me understand my risk appetite and shown me what is possible come the time of retirement.
