Skybound Wealth Management  Reviews 

746
•
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 105 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the dedicated staff for consistently providing clear, thorough, and highly personalized guidance that makes complex financial planning much easier, more reassuring, and significantly less daunting. Reviewers emphasize the professional and trustworthy nature of the advisory team during every interaction. Some people were satisfied with the remarkably straightforward, simple investment process and the exceptionally patient explanations that truly help reduce daily anxiety about building a secure future. Consumers also deeply appreciate the prompt communication, reliable ongoing support, and genuinely approachable attitude available whenever needed to successfully achieve their important long-term financial goals.

What people talk about most

Staff

Clients share positive opinions on staff, consistently praising their trusted advisors for being... See more

Service

Reviewers highlight positive aspects of service, consistently praising the excellent support, tailored... See more

Customer service

Users describe positive interactions with customer service, highlighting that representatives are friendly,... See more

User experience

Reviewers mention positive feedback about user experience, highlighting friendly interactions, responsive... See more

Response time

Consumers find response time to be positive, highlighting that people are consistently responsive,... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Simon Athwall has managed my finances for several years now. He’s always very clear in his approach and explains everything thoroughly. We’ve been caught out by financial advisors in the past who have... See more

Company replied

Rated 5 out of 5 stars

Paul is our trusted advisor who has helped us tremendously over the past five years. He genuinely cares about his clients and helps take the stress out of financial planning. Paul leverages his deep f... See more

Company replied

Rated 5 out of 5 stars

Mark Powsney has helped us navigate unprecedented global crises and financial noise. During this time, his advice has been thoughtful and uniquely tailored to our ethical compliance requirements. He p... See more

Company replied

Rated 5 out of 5 stars

We've been working with Mike Coady as our financial advisor for more than 4 years and we couldn't be happier. We've built a well thought investment structure to protect our money and make it grow over... See more

Company replied


Company details

  1. Financial Planner

Written by the company

At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. That’s why we prioritise your goals, offering transparent strategies that grow and adapt alongside you. Wealth is more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.


Contact info

4.9

Excellent

TrustScore 5 out of 5

746 reviews

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4.9

All reviews

(746)

113 reviews in the last 12 months

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Rated 5 out of 5 stars

Matthew Peterson his my go-to person for serious talks about investments

Matthew Peterson has been my advisor for few years now. this is already quite remarkable and a clear choice of skybound, which i greatly appreciate. A long term relation with a very knowledgeable advisor is key to build trust and so exploit the maximum within what lief can throw at you at any point in time. Matthew ability to listen, ask the right question, challenge my thinking and contributing with precious market insights has been pivotal to my investments. i would strongly recommend him and skybound for the same.

5 December 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Productive long-term advice is built through conversation, challenge, and careful listening, Eugenia, and we appreciate you sharing this perspective.

Matthew Peterson brings particular value through his ability to listen closely, ask the right questions, and test ideas thoughtfully before decisions are made. In his role as Private Wealth Manager at Skybound Wealth Management, this approach helps clients think clearly and act with confidence as circumstances evolve.

Thank you for your recommendation and for taking the time to reflect on your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Matthew Peterson has always been great…

Matthew Peterson 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.

26 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Consistency and patience are often what make the biggest difference in an advisory relationship, Jim, and we appreciate you highlighting this.

From the outset, Matthew Peterson has focused on putting clients first, taking time to explain decisions clearly and maintaining a steady, considered approach throughout. In his role as Private Wealth Manager at Skybound Wealth Management, that client orientation is a core part of how he works day to day.

Thank you for sharing your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Trusted partners in financial journeys

We've only been with 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.

28 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Feeling valued and supported, regardless of portfolio size, is an important part of a strong advisory relationship, Vaughan, and we appreciate you sharing this.

As a Private Wealth Manager at Skybound Wealth Management, Matthew Peterson focuses on being accessible, taking time to answer questions, and building advice around each client’s individual circumstances. We’re pleased to hear that this approach has already made a positive difference and helped establish a sense of partnership as you move forward.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Great experience with Skybound

Skybound have been managing financial assets for me for a number of years now, and the experience has been both enlightening and rewarding. My adviser, 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

28 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Clear explanation and steady guidance are especially important when markets are unsettled, Baz, and we appreciate you sharing this.

Matthew Peterson works with clients as a Private Wealth Manager at Skybound Wealth Management, focusing on explaining options in straightforward terms, staying proactive in monitoring portfolios, and being approachable when decisions need to be reviewed. We’re pleased to hear that this approach has helped you feel informed and confident throughout.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

My experience (over the past few months) with Skybound Wealth - Matthew

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.

27 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Gaining clarity and confidence through well-structured planning is an important part of the advisory process, George, and we appreciate you sharing this.

Matthew Peterson supports clients as a Private Wealth Manager at Skybound Wealth Management, focusing on explaining complex matters clearly, tailoring guidance to individual circumstances, and being accessible when questions arise. We’re pleased to hear that this approach has helped provide direction and reassurance as you move forward.

Thank you for taking the time to share your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

I have been using Skybound now for…

I have been using Skybound 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. .

25 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Bringing structure and clarity to complex arrangements is an important part of long-term planning, Simon, and we appreciate you sharing your experience.

At Skybound Wealth Management, Peter Gollogly works with clients as a Private Wealth Partner, focusing on clear communication, careful consolidation, and helping clients understand their options around pension planning and drawdown decisions. We’re pleased to hear that this approach has provided reassurance and confidence as your circumstances have evolved.

Thank you for taking the time to share your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Tackles the big picture financially in a clear and effective way

No matter how big or small the query, Will Spires 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.

23 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Seeing the bigger picture clearly is an important part of effective planning, Luke, and we appreciate you sharing this.

Will Spires, Private Wealth Adviser at Skybound Wealth Management, focuses on being responsive, practical, and clear, helping clients break complex decisions into manageable next steps. We’re pleased to hear that this approach has made your financial planning feel more accessible and well structured.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Would recommend Thomas Sleep

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.

23 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Starting out with investing should feel supportive and straightforward, Rachel, so we’re pleased to hear this has been your experience.

Thomas Sleep, Private Wealth Adviser at Skybound Wealth Management, takes care to explain things clearly, answer questions patiently, and ensure clients feel comfortable at every stage of the process. It’s great to hear that this approach has helped make investing feel accessible and confidence-building for you.

Thank you for your recommendation and for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

As an expatriate looking to organise…

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.

1 August 2025
Unprompted review
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Reply from Skybound Wealth Management

Planning finances while living abroad can feel daunting, María, so we appreciate you taking the time to share this.

Thomas Sleep, Private Wealth Adviser at Skybound Wealth Management, takes a patient, transparent approach, focusing on understanding individual circumstances and explaining options clearly at every stage. We’re pleased to hear that this helped build confidence and trust, particularly around how advice is structured and supported.

Thank you for sharing your experience and for highlighting how this approach can help others in a similar position.

— Skybound Wealth Management

Rated 5 out of 5 stars

Very happy with my fund management and…

Very happy with my fund management and information provided.

21 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Consistent communication and clear information are central to how we support clients, Duncan, so we’re pleased to hear this has been your experience.

Thank you for taking the time to share your feedback.

— Skybound Wealth Management

Rated 5 out of 5 stars

Simons Says "give me a dollar, I'll make you ten"

I started with Simon Athwal in 2020. In five years I've got to know a few things about him. He's prompt, sharp, has regular catch-up's, and done wonders to my portfolio. Professionalism aside, he's a fantastic person. Definitely recommended.

20 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Long-standing working relationships like this are built on consistency and trust, Warren, and we appreciate you sharing your experience.

Simon Athwal, Private Wealth Partner at Skybound Wealth Management, focuses on being responsive, maintaining regular communication, and applying sound judgement as circumstances evolve. Alongside professionalism, building genuine rapport and understanding personal priorities is an important part of how Simon works with clients over time.

Thank you for your recommendation and for taking the time to reflect on your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Will has made future secure

Will has made my whole financial journey a positive experience. I am able to discuss openly about my situation with him and we have been able to put plans in place for the future. Therefore, taking a lot of anxiety away.

20 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Feeling able to speak openly and reduce anxiety around future plans is an important part of financial planning, Jaimie, and we appreciate you sharing this.

We’re pleased to hear that the support you’ve received has helped create clarity and reassurance, allowing you to put plans in place with greater confidence.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Simon makes investing incredibly…

Simon makes investing incredibly straight forward. Having a review meeting every 6 months is ideal for me as this is my pension fund which I don’t want to track everyday. Simon being so personable has helped me to believe in the process and put my trust in him!

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

It’s great to hear that this approach has worked so well for you, Caroline.

Simon Athwal, Private Wealth Partner at Skybound Wealth Management, focuses on keeping long-term investing clear and manageable, particularly when it comes to pension planning that doesn’t need day-to-day attention. We’re pleased that the regular review structure and Simon’s personable approach have helped build confidence and trust in the process.

Thank you for sharing your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Professional, Trustworthy, Effective

I have been working with Simon for six years and have had a very good experience throughout. He combines strong technical expertise with a very client-centric approach, ensuring advice is practical, transparent, and aligned with long-term objectives.

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Alexandra, It’s encouraging to see such a long-standing relationship reflected in your experience,

Over many years, Simon Athwal, Private Wealth Partner at Skybound Wealth Management, has focused on providing advice that is clear, practical, and aligned with clients’ longer-term objectives. We’re pleased to hear that this approach has continued to serve you well.

Thank you for sharing your experience and for your continued trust.

— Skybound Wealth Management

Rated 5 out of 5 stars

Thomas Sleep at Skybound Wealth has…

Thomas Sleep at Skybound Wealth has been advising and helping me with my financial goals for over 1 year.
We have made fantastic progress and I'm extremely satisfied with Thomas Sleep and Skybound Wealth. 100% would recommend

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

It’s great to hear how much progress you’ve made over the past year, Ammar.

Thomas Sleep, Private Wealth Adviser at Skybound Wealth, works closely with clients to set clear goals and keep plans moving in the right direction over time. We’re pleased that this approach has delivered results you’re happy with and that you’ve felt well supported throughout.

Thank you for your recommendation and for sharing your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

I’ve had a great experience with…

I’ve had a great experience with Christopher Bowler at Skybound Wealth. Communication has been clear, timely, and easy to understand throughout. Christopher provides great advice that feels well thought out and tailored rather than generic. I feel confident and well-supported in the decisions being made. Highly recommended.

16 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Justin, It’s good to hear that the advice and communication have felt clear and well judged throughout.

Christopher Bowler, Private Wealth Partner at Skybound Wealth Management, takes a considered, tailored approach to advice rather than relying on one-size-fits-all solutions, so we’re pleased that this has come through in your experience.

Thank you for taking the time to share this and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

A decade of reliable partnership

I highly recommend Simon Athwal as an investment and financial expert. He has always been available, accessible and RELIABLE. His strategic thinking allow him to leverage data insights and navigate market dynamics effectively. As a client of Skybound Wealth for over 11 years, I've experienced how Simon instills a profound sense of safety, making clients feel secure about their investments.
Thank you, Simon, for your your consistent and reliable support and expertise!

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Long-standing relationships like this say a great deal, Amer, and we appreciate you sharing your experience.

Over more than a decade, Simon Athwal, Private Wealth Partner at Skybound Wealth Management, has focused on being consistently available, dependable, and thoughtful in how advice is delivered. Creating a sense of security and confidence over the long term is central to how Simon supports clients, and we’re pleased to hear that this has been your experience.

Thank you for your continued trust and for taking the time to reflect on your journey with us.

— Skybound Wealth Management

Rated 5 out of 5 stars

I’ve had a very positive experience…

I’ve had a very positive experience with Skybound Wealth Management, and in particular with my wealth advisor, Simon Athwal. Simon is highly knowledgeable, transparent, and genuinely takes the time to understand both short-term goals and long-term financial objectives. His advice has always been clear, well-structured, and tailored to my personal situation, which gives me real confidence in the decisions being made. I appreciate the proactive communication and professional approach throughout, and I would confidently recommend Simon and the Skybound team to anyone looking for reliable, long-term wealth planning support.

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Experiences like this reflect exactly what long-term wealth planning should feel like, Sikkandar.

Simon Athwal, Private Wealth Partner at Skybound Wealth Management, places a strong emphasis on transparency, clear structure, and understanding both immediate priorities and longer-term objectives. We’re pleased to hear that this approach has given you confidence in the decisions being made and that the ongoing communication has been supportive throughout.

Thank you for sharing your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

I recently joined Skybound in mid 2025…

I recently joined Skybound in mid 2025 and I have been very happy with the expertise shown in guiding me with my financial planning. In particular, I have worked closely with Chris Bowler and his knowledge has been great for me personally. I recommend his services to any new clients, who are interested in joining.

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Starting a new advisory relationship with confidence is important, so we’re pleased to hear this has been your experience.

Christopher Bowler, Private Wealth Partner at Skybound Wealth Management, focuses on providing clear, well-considered guidance from the outset, ensuring advice is relevant and personal rather than generic. It’s good to hear that this approach has supported you so well since joining.

Thank you for sharing your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

I work with Paul who is very…

I work with Paul who is very professional and also easy to work with. I appreciate the guidance and transparency. We now have a trusted relationship which is important in this context.

17 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Building a trusted working relationship is central to good advice, Hanan, so we appreciate you highlighting this.

Paul Butler, Private Wealth Partner at Skybound Wealth Management, places a strong emphasis on professionalism, transparency, and making the advisory process straightforward and collaborative. We’re pleased to hear that this approach has resonated with you.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

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