Kate Wintersgill
Dubai - UAE (IA)
March 2021 policy review
Christopher Ellis has been my advisor for several years now and he is always very reassuring and patient in his approach. Chris provides honest advice and is very trust-worthy. It's always a pleasure to talk to him.
Richard
Dubai - UAE (IA)
My Adviser Christopher Ellis
Recently switched to Christopher as my adviser. Extremely enthusiastic and knowledgeable and explains the details of the various products in an understandable way. Inspires great confidence for what will hopefully be a long term association.
Gilbert
6 Month Review With Carla
I just had my six-month review with Carla and it's always a pleasure to speak to her. She takes her time to explain the reports, how well the account is. We take time to go through the financials which is also a check for me about how I’m spending my money. All in all, I am happy with the service Carla is providing. Thanks, Gilbert
Dina Blanco
Geneva - Switzerland (ARIF)
A good example of how things should be done.
I've just come off a call with Taylor Condon and just wanted to say how non-intimidating and comfortable the experience was. At no point did I feel pressured, at no point did I feel that this was just an appointment in order to gain a new client. In fact, I was able to ask questions, and she was so accommodating in answering them and even allocated more time to finish our call. While I wasn't quite ready to move forward with the advice, she nonetheless didn't make me feel that her time was wasted. On the contrary, she was open and honest and reassured me if what was discusses wasn't a priority for me now then there was no reason to pursue this further and was not disappointment but actually quite happy to have been able to advise me which she did! It may not be my priority just yet, but I know that when it is, I'll definitely be reaching out to Taylor Condon again as I have a good feeling that I'd be in good hands.
Sylvie Michaud
Very good advice from Will
Very good advice from Will and he was very patient with me.
Zig
Policy Review Call
A regular call, initiated by Simon Athwal. Timely, to the point, providing clear overview of the development and expected outlook as well as next steps. My request for policy evaluation/performance documents promptly responded. All good
Lee D
Comprehensive and honest advice is a win-win
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Christopher Ellis from Skybound Wealth Management has this and more. His dedication to clients, business excellence, ethics and honesty sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.
Ann Barnett
Abu Dhabi - UAE (SCA)
Reassuring advice for a risk-averse investor
As a very risk-averse investor I appreciate dealing with a professional who completely understands my feelings and gives advice tailored especially to my situation. If I do decide to accept more exposure, I feel reassured and confident I am getting the best advice from my personal adviser at Skybound, who takes the time to explain things carefully.
Becca Ssamba
Dubai - UAE (IA)
February 2021 review: Simon Athwal
Simon is well versed with my policy and was able to give me concrete advice looking at where I want to be versus where I am. I was also able to understand the successes of my policy and how the current market situation has impacted those, in ways that even I could understand.
Julie
Geneva - Switzerland (ARIF)
Financial advice for those living and working abroad
As a family living and working abroad but planning to retire back in the UK, we have been dealing with Skybound Wealth Management to ensure we can finance our retirement effectively. Still early days with regards to our investments and pensions but we believe we have received good and sensible advice from our Financial Planner, Taylor Condon and we are looking forward to seeing all our plans come to fruition. Throughout the process, Taylor has been very supportive and professional and made sure we understand what’s involved every step of the way. Here’s to hoping it looks this good in 10 - 15 years time!
