Simeon
Ben Stockton - The right balance of expertise, personal approach and non-intrusive but engaging communication
Ben has the right balance of expertise, personal approach and non-intrusive but engaging communication with me. I value his input and the options he provides to me without overloading me with data analysis. So whatever insight or advice he gives me it seems to be well thought through, which for me is fundamental for building trust.
Christina Slinn
Excellent service, Consistent and Honest
We've been working with Max Gerstein for the past 6 or 7 years, and I can't recommend him highly enough. Max is always honest and straightforward, never pushing a sales pitch, which is refreshing in the financial advisory world. His advice has consistently been spot-on, especially when it comes to retirement planning. Max takes the time to understand our goals and provides guidance tailored to our needs, not just generic recommendations. If you're looking for a financial advisor who genuinely cares about your financial wellbeing, Max is the person to go to!
Mary Ann
Chris Ellis - an expert in these matters
I have always found investment and investing interesting, but I do not know much about it. I have also been burnt once before where after over ten years the investment company unilaterally closed my account and simply deposited a measly amount into my bank account, so I was wary of investing again. But I met one financial adviser, an expert in these matters, who has patiently explained things to me and talked to me regularly … Chris Ellis. What I might know now, I have learned from him. I have asked him questions during our meetings, and he never treated me condescendingly. I have also asked him what he would do if he were in my shoes, and he would answer me truthfully. When I lost my job and was not sure what to do with my investment, he calmed my fears, allayed my concerns, and gave me suggestions. He is my financial adviser, but I feel like he is my family as well. Through the years, I have found Chris to be trustworthy, honest, reliable, dependable, and knowledgeable. I am blessed to have known him and have him advise me through pandemic and the unstable, fluctuating global economy. I honestly would not have it any other way (mashallah).
Vinod Ramaseshan CEng. FIChemE
Hydroprocessing Engineer
He understood my concerns for security and attitude to risk and provided excellent recommendation and advice
I have been a client of Jonathan for over 5 years and have been extremely impressed with his knowledge and the impartial advice he has given me in areas of investment. Jonathan has been instrumental in transferring my previous employer pension amount into an expatriate private pension scheme. He understood my concerns for security and attitude to risk and provided excellent recommendation and advice. I have no hesitation in recommending him to my contacts and appreciate his upfront and honest attitude towards all recommendations.
Kyle Metcalfe
The full process was smooth - Dion Angove
ust want to say a massive thanks to Dion, just started with this company and everything was amazing from start to finish. The full process was smooth, I don’t know much about investing that’s why I come to Dion to help me with getting into it and starting my financial journey. I barely had any questions at the end because every meeting we have he explained everything to the dot - I couldn’t recommend him enough, top guy and thanks again! Highly recommended these guys they do an amazing job and I’m just super excited to see my finance grow. 👍🏼
Dirk-Jan
Great advice from Max Gerstein
I want to give public praise to my financial manager Max Gerstein. Thanks to his help and advice my pension investment is doing very well and I can look forward to financial security in retirement. The annual follow-ups are spot on. No time wasted.
Julie Pennington
Excellent experience, very positive.
Overall the experience with Sam and Tom has been excellent. They understood what I was aiming for and why and turned this into a positive move. I'm very appreciative of the time and effort they made to ensure I felt confident in the decisions made. Thank you Sam and Tom
Pietro Nesti
Group Director- Executive- Senior Leader
Jonathan is highly knowledgeable in his field and provides clear and concise explanations at every step
I have had over 3 years exceptional experience with Jonathan which highlights the immense value of good customer service that is received. Jonathan always maintains high standard of professionalism and adds the personal touch which makes things more comfortable as a client. He is always inline with the current market trends and ensures these align with my expectations thoroughly before offering solutions. His prompt responses and courteous manners make me feel valued as a customer. Jonathan is highly knowledgeable in his field and provides clear and concise explanations at every step, whilst applying attention to detail and commitment to excellence. This level of service not only addresses my immediate and long term needs but also builds trust and loyalty with Skybound and its associates.
Quintarelli Daniele
Region Vice President Maire Tecnimont Università di Roma Tor Vergata
I was impressed by his attention in deeply understanding my needs
When I met Jonathan for the first time I was impressed by his attention in deeply understanding my needs, vision, perspectives and family situation. On this base he always managed my portfolio tailoring the best solutions in line with my actual expectations. Transparency and timely suggestions made the difference throughout our long term business relationship: i always felt in the best hands.
Andre Nagel
Director Valuations MENA. Professional Valuer - Real Estate, Plant, Machinery and Equipment. NDPVAL, ASA, MRICS.
Johnathan's performance and expertise have significantly impacted my financial planning and management.
Johnathan's performance and expertise have significantly impacted my financial planning and management. His deep understanding of financial markets and investment strategies has been evident throughout our interactions. His ability to offer well-informed advice on investment opportunities has been highly valuable. Johnathan consistently provides tailored advice that aligns with my financial goals and risk tolerance. His approach to customizing strategies to fit my unique needs has been instrumental in achieving my financial objectives. His prompt responses to inquiries and regular updates on my portfolio have been much appreciated. His attention to detail, reliability, and ethical approach to financial advising have fostered a high level of trust and confidence in his services. Overall, Johnathan Lumb has been an outstanding financial advisor, and I am grateful for his guidance and expertise. His contributions have been pivotal in helping me achieve my financial goals, and I look forward to our continued collaboration.
