Financial Advice
Savings & Investments
Welcome to Skybound Wealth Management's reviews section, where we proudly showcase the experiences of our clients all across the world. Here you will find first-hand testimonials from individuals and families who have entrusted us to safeguard and enhance their financial futures.
At Skybound Wealth, we believe in transparency and the power of genuine feedback. Check out our collection of reviews from satisfied clients who have partnered with us and discover why Skybound Wealth is the preferred choice for investors worldwide.
Vaughan
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
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
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 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
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
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.
Hugh Apperley-Brown
Ben Stockton provided clear and resourceful financial advice to me. I would recommend him to any expatriate in the UAE who wants honest feedback about how to manage their assets. He was particularly resourceful in supporting moving my funds out of a high-cost fund which was initially proposed to me as a new expatriate in the UAE.
Lucy Holmes
Ben Stockton is a very straightforward, honest and professional individual who is proactive and extremely easy to work with. We met Ben and moved our savings immediately, that is how much we liked and trusted him… Definitely recommended and we are extremely happy with what he has done for us financially.
Richard Jackson
I would highly recommend Ben Stockton after he helped my wife and I choose a critical illness cover plan. Ben was extremely professional and we never felt that he was trying to sell us a product; he explained all the pros and cons and took into account our individual financial needs to advise us on what product worked best for us. He has also been managing our long term investment portfolio, he is always available to answer questions and we feel 100% comfortable with him managing our policies and investments.
Maria ugenia Celentano
As an expatriate looking to organise and plan my finances, I wanted to share my positive experience with Thomas Sleep and Skybound Wealth because I know it can help others. Thomas took the time to understand my situation and created a plan tailored to my needs. I really appreciated his patience in explaining everything clearly and his availability to answer questions throughout the process. Even if you initially think financial advisors are intended only for experienced investors or big companies, or are an unnecessary expense, Thomas’s approach and expertise have benefited me on both a personal and financial level. I also valued his transparency regarding their qualifications and certifications, which reinforced my trust in them.
If you have read the many 5 star reviews from Skybound Wealth’s satisfied clients, you can book a call with a senior Financial Adviser or find out more about how we assist international investors by clicking one of the buttons below.
Whether you are reviewing pensions, investments, property, inheritance planning, a move abroad, or a return to the UK, we can help you understand what may need attention and where specialist tax advice may be required.