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
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Review summary
Based on reviews, created with AI
What people talk about most
Based on these reviews
Joey is the most attentive, honest, and detail minded advisor I've ever met. He follows up often, really focuses on your needs, and remembers the tiniest details that you might have forgotten about. J... See more
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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 advi... See more
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Christopher Bowler I reached out to Chris to help with financial planning upon a possible repatriation in the coming years. I spoke to several advisors from other companies, but by far he was the mos... See more
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Company details
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.
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Review
I have known Simon for a few years now and in that time he has provided exceptional guidance that significantly improved my financial outlook. His in-depth knowledge and personalized approach demonstrated a genuine commitment to understanding my unique financial goals. His insightful advice not only optimized my investment portfolio but also enhanced my overall financial well-being, earning my trust and confidence in his expertise.
23 May 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Wayne Jack,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth and Simon in particular.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Great advise and Support from Simon…
Great advise and Support from Simon Athwal.
Thank you very much.
20 November 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Cesar,
Thank you for taking the time to post a review about your experience of working with Simon at Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Very knowledgeable.
Very knowledgeable.
As an expat, they helped me how to properly handle my wealth funds.
I look forward for our periodic reviews.
1 July 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Andrea
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Poor communication
Poor communication. Happy to take their fees but with no portfolio management. Allowed my investment to lose almost 40% with no intervention.
6 November 2023
Unprompted review
Reply from Skybound Wealth Management
Hi R Reames,
Skybound Wealth takes any complaints or concerns expressed very seriously and we would like to reassure you that we are committed to working with you in an effort to address your concerns and reach resolution. We are reviewing your account and will reach out to you shortly.
Warm Regards
Skybound Wealth Client Relations
I'm glad to have contacted Skybound
I'm glad to have contacted Skybound for help with my financials for exiting Switzerland. Matthew Turnbull is very professional and knowledgeable. I really appreciate the honest and transparent financial advice that Matthew provided me. I didn't feel stressed in any way to take on any of Skybound financial solutions. On the operational side, Mark Flanagan always had his eyes on the ball for timely execution. Big thanks to Matthew and Mark !!
1 November 2023
Reply from Skybound Wealth Management
Hi Ann,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
All interactions with Skybound Wealth…
All interactions with Skybound Wealth Management facilitated by Kieran Tween were very professional. The presentation of the financial advise provided by Kieran was truly impressive!
12 October 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Hendrik,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Just great experience and tailored to…
Just great experience and tailored to your investment and savings needs.
4 October 2023
Unprompted review
Reply from Skybound Wealth Management
Hi André,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
#leavemealone
I would have not even bothered writing a review but skybound wealth keep hassling me about my investment. I looked on website reviews and they are all 5 stars. I can only imagines they have been left by the friends and family of skybound wealth. For me the whole investment thing was a bit of a mummer's farce. I can only describe it as imagining you had two uncles visiting your house. 1. Uncle skybound wealth/uncle jimmy saville and 2. Uncle guardian wealth/ uncle rolf harris. Either way they seemed alright at the beginning but in the end violated you financially.
30 September 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Martyn,
Skybound Wealth takes any complaints or concerns expressed seriously and we would like to reassure you that we are committed to working with you in an effort to address your concerns and reach resolution.
Having reviewed your account, we can see that due to a system error, our servicing team mistakenly contacted you after you had surrendered your policy.
We do apologise for any inconvenience this caused you and have conducted a full investigation to ensure this won’t happen again.
Your comment about false reviews is unfounded and something we do not recognise. We pride ourselves on the overwhelming positive reviews we receive.
Warm regards,
Skybound Wealth
Happy with Service
The regular market news is good. Overall i'm happy with the service provided.
I find the regular reviews really helpful and the podcast is a nice new addition. Would be good to hear from some people outside of finance though imo
27 September 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Simon,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Bryan has been my Adviser for 4 years…
Bryan has been my Adviser for 4 years now and i have to say hes amazing. Always seems to be One step ahead and alway's on hand tto answer my questions no matter how trivial!
6 September 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Jon,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Recently had a review after my original…
Recently had a review after my original advisor left. Bit dissappointed initially but having been through my accounts I'm happy Skybound are on the ball and feel a lot more confident now. Thanks
26 September 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Benard,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
The team have been very effective and…
The team have been very effective and efficient in answering all my questions and providing me with key information.
14 September 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Tom,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Skybound- Christopher Bowler
It was a pleasant and informative experience. Their process is transparent. Christopher Bowler was my consultant and he was friendly and professional. Looking forward for my journey with skybound.
22 August 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Shane,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Professional & helpful
Simon is respectful and prioritize the clients needs and provide the required support and clarifications for all questions.
31 August 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Rawaa,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Positivity simply the best
Since the first contact Kieran Tween made, he acts very professional. His personality seems to be a very energetic and positive person. The way how he introduced Skybound was very professional. He is very open minded, and I was very comfortable to work with him. All questions were answered and also everything about the company was explained carefully to me. Hope we will work together for the next couple of years.
24 August 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Noor,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Clear information
Clear information, realistic expectations
Polite, professional and understanding
Supportive and providing valuable advice
Knows me as a client and treats us as such
18 August 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Noor,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound Wealth.
Warm Regards,
Skybound Wealth, Client Relations
Jake Murphy Excellent Service
Jake Murphy is amazing, he took the time to explain the entire process, did a thorough analysis of my financial position and offered me a variety of options. He basically took control of my future. He is always on time for review sessions and offers the best advise. I wish i had met him earlier
17 August 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Noor,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
Simon
Simon, is extremely helpful and professional with managing investments.
Always takes time to answer questions and concerns.
Would recommend him to any person planning for retirement funds or investment portfolios
24 July 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Francois,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
The Production of a Manageable Savings Plan
Skybound contacted me exactly at the right time as I was looking to initiate my international financial portfolio,they are giving me the guidance I need and will need to establish a foothold outside of a limiting Financial Industry in South Africa,
My Agent,Kieran Tween is clued up and very informative and precise,the plan they implemented for my future is plausible and not far fetched and based on my own Risk Appétit.
7 June 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Devan Pretorius,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
Spain/Australia retirement investment
Matt Turnbull developed an investment structure for me (mining expat in west Africa) which is tax efficient for both Spain and Australia. He's been an easy fellow to work with, attentive and responsive.
6 June 2023
Unprompted review
Reply from Skybound Wealth Management
Hi Chris,
Thank you for taking the time to post a review about your experience of working with Skybound Wealth.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
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