Skybound Wealth Management  Reviews 676

TrustScore 5 out of 5

4.9

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their professionalism, deep financial knowledge, and attentive approach. Many highlight the personalized advice and clear explanations provided, which help them understand complex financial matters and feel confident in their decisions. The service is frequently described as excellent, with people appreciating the proactive strategies, responsiveness, and the overall ease of their financial planning journey. Consumers often mention feeling supported and reassured, with advisors taking the time to understand individual goals and circumstances. The onboarding process is noted as smooth and transparent, and many express gratitude for the ongoing guidance and peace of mind provided.

What people talk about most

Staff

Consumers find staff to be positive, highlighting their professionalism, responsiveness, and helpfulness.... See more

Service

Clients share positive opinions on service, consistently highlighting the exceptional support and... See more

Customer service

Customers consistently note positive experiences with customer service. Reviewers highlight that advisors are... See more

User experience

Customers had positive experiences with the user experience. Many reviewers found the entire process... See more

Based on these reviews

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

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

Company replied

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

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

676 reviews

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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.

January 20, 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

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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.

January 20, 2026
Unprompted review
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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!

January 19, 2026
Unprompted review
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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.

January 19, 2026
Unprompted review
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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

January 19, 2026
Unprompted review
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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

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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.

January 16, 2026
Unprompted review
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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!

January 19, 2026
Unprompted review
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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.

January 19, 2026
Unprompted review
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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.

January 19, 2026
Unprompted review
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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

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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.

January 17, 2026
Unprompted review
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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

Rated 5 out of 5 stars

Skybound & Paul Butler

Very impressed with the Skybound team and intuitive App to track investments. Over everything, Paul has been a superb advisor who goes above and beyond to understand your needs and ambitions, provide open, honest advice and make the investment experience so much less daunting as it may seem.

December 18, 2025
Unprompted review
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Reply from Skybound Wealth Management

A positive experience should feel clear, supportive, and well joined-up, S Bell, so it’s great to hear this has been the case.

Paul Butler, Private Wealth Partner at Skybound Wealth Management, takes the time to understand what matters to each client and to provide advice that is open, honest, and easy to engage with. Combined with the visibility our platform provides, this approach is designed to make investing feel more accessible and less daunting over time.

Thank you for sharing your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Review session with Matthew Peterson

Today I had another individual financial review session with Matthew Peterson.

As always, he took the time to clearly explain complex financial matters to me and provided personalized advice. This will undoubtedly be very helpful for my future financial decisions. Thanks to his excellent financial knowledge, Matthew can explain things clearly, which I greatly appreciate. Moreover, he is very friendly.

It's reassuring to know that I can always contact him if needed.

I trust Matthew, which is why I don't hesitate to openly ask him questions concerning my future financial situation.

I highly recommend Matthew to anyone seeking reliable financial advice. I recommend him without hesitation.

January 16, 2026
Unprompted review
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Reply from Skybound Wealth Management

Ongoing review sessions like this are an important part of building confidence over time, Marguerite, and we appreciate you sharing your experience.

Matthew Peterson, Private Wealth Manager at Skybound Wealth Management, places real emphasis on explaining decisions clearly, tailoring advice, and being accessible whenever questions arise. It’s reassuring to hear that this approach has helped you feel comfortable, informed, and confident when planning for the future.

Thank you for your recommendation and for the trust you’ve placed in Matthew and the team.

— Skybound Wealth Management

Rated 5 out of 5 stars

Trusted Advisor

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 financial knowledge to provide well-reasoned and data driven advice which helps us to make decisions about how best to invest our money.

January 16, 2026
Unprompted review
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Reply from Skybound Wealth Management

Long-term support and consistency are exactly what good advice should provide, Maria, and we appreciate you sharing this.

Over the past five years, Paul Butler, Private Wealth Partner at Skybound Wealth Management, has focused on reducing complexity, applying sound judgement, and helping clients make well-considered investment decisions with confidence. We’re pleased to hear that this approach has eased the pressure around planning and supported you so effectively.

Thank you for your continued trust and for taking the time to describe your experience.

— Skybound Wealth Management

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Rated 5 out of 5 stars

Paul Butler

Paul is an experinced advisor with a focus on the clint’s needs. He has excellent interpersonal skills and undestands what is important for the client. I was very sceptical about investment advisors before I met him. As a result of his guidance my investments are in a much better shape.

January 16, 2026
Unprompted review
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Reply from Skybound Wealth Management

Earning trust where there was initial scepticism is something we take seriously, Mert, and we appreciate you sharing this.

Paul Butler, Private Wealth Partner at Skybound Wealth Management, focuses on understanding what truly matters to each client and applying that insight with clarity and sound judgement. We’re pleased to hear that this approach has helped strengthen your investment position and your confidence in the advice being given.

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

— Skybound Wealth Management

Rated 5 out of 5 stars

Top class wealth service with a smile

Working with Chris has been a positive and reassuring experience. He took the time to understand our goals and create a clear strategic plan for our future. He listen and give advise; we enjoy that we are working together instead of just following a directive. We feel confident, supported, and reassured knowing our financial future is well structured and thoughtfully managed. The fact that he is just a call away and as our financial position evolve he is there every step of the way, for expert guidance give us peace of mind. Would highly recommend.

January 14, 2026
Unprompted review
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Reply from Skybound Wealth Management

Thank you for taking the time to share this, Marguerete.

It’s great to hear that you’ve felt supported and involved throughout the planning process. Working collaboratively, listening properly, and adapting advice as circumstances change are all central to how Christopher Bowler, Private Wealth Partner at Skybound Wealth Management, supports clients over the long term.

We’re pleased that this approach has given you confidence and peace of mind, and we appreciate your recommendation.

Skybound Wealth Management

Rated 5 out of 5 stars

Expert Advice, Exceptional Service

I recently received outstanding financial planning advice from Chris Bowler. The entire process was seamless and easy to navigate, yet extremely thorough. Chris took the time to clearly explain complex matters, tailored his advice to my circumstances, and provided insights that were genuinely invaluable. I came away with clarity, confidence, and a clear plan forward. I would highly recommend Chris to anyone seeking expert, trustworthy financial advice.

January 13, 2026
Unprompted review
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Reply from Skybound Wealth Management

Thank you for your feedback, Peter.

We’re delighted to hear about your experience working with Christopher Bowler, Private Wealth Partner at Skybound Wealth Management. His clear, thorough approach and focus on providing tailored advice reflect the standards we expect across the firm.

Thank you for taking the time to share your experience.

Skybound Wealth Management

Rated 5 out of 5 stars

Highly professional support from Chis and Skybound

We found Chris to be a great support. Very knowledgeable and extremely professional whilst listening and working with us to understand our goals. Would highly recommend both Chris and Skybound.

January 8, 2026
Unprompted review
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Reply from Skybound Wealth Management

We appreciate you taking the time to share your experience, Jason.

It’s encouraging to hear that the support you received was both professional and genuinely attentive. Christopher Bowler, Private Wealth Partner at Skybound Wealth Management, places a strong emphasis on listening carefully and shaping advice around each client’s objectives, so it’s great to see that reflected here.

We’re pleased you felt well supported throughout and thank you for recommending both Christopher and Skybound.

Skybound Wealth Management

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Rated 5 out of 5 stars

Leo is a wonderful advisor

Leo is a wonderful advisor. I've been working with Leo for a while now and I couldn't be happier with his service. He’s helped me better understand my finances, seen my requests through with priority and generally been approachable and willing to help at any time.

December 11, 2025
Unprompted review
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Reply from Skybound Wealth Management

It’s great to hear how positively your experience has been, Ekene.

Leo Geldenhuys, Private Wealth Adviser at Skybound Wealth Management, takes pride in being approachable and responsive, and in helping clients build a clearer understanding of their finances over time. We’re pleased that this support and attention have made a difference for you.

Thank you for sharing your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Genuine Support and Exceptional Care

My experience with Skybound Wealth Management has been exceptional. Although I have only been using their service the past three months the level of care and professionalism I’ve receive especially from Mr Ben Stockton has been truly impressive.
Ben consistently makes time for regular meetings and check-ins, ensuring that every aspect of my financial plan is progressing smoothly. His guidance has already brought clarity and confidence to my financial decision making. What stands out most is the trust he has earned in such a short time. Ben doesn’t just look after my finances; he genuinely looks after my wellbeing. He has become someone I feel completely comfortable with and someone I now consider a friend.
I am incredibly grateful for his support and would highly recommend Ben Stockton and Skybound Wealth Management to anyone seeking honest, attentive and truly personal financial guidance.

September 26, 2025
Unprompted review
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Reply from Skybound Wealth Management

It’s clear how meaningful this experience has been for you, Suha, and we really appreciate you sharing it.

Ben Stockton, Private Wealth Adviser at Skybound Wealth Management, places a strong emphasis on regular communication, trust, and looking after the person behind the plan, not just the numbers. We’re pleased to hear that this approach has already brought you clarity, confidence, and a sense of reassurance so early on.

Thank you for your recommendation and for taking the time to describe your experience so thoughtfully.

Skybound Wealth Management

Rated 5 out of 5 stars

Max Gerstein is a great financial advisor

Max Gerstein is a great financial advisor. He takes a lot of ownership and care with my finances. He proactively works to ensure the best strategy is in place and takes a lot of time to explain and guide along the way. He also listens to understand what approach you are most comfortable with. My investments have performed much better since he took over!

December 2, 2025
Unprompted review
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Reply from Skybound Wealth Management

Taking ownership and explaining decisions clearly are essential parts of good advice, Mourad, and we appreciate you sharing this.

Max Gerstein, Private Wealth Partner at Skybound Wealth Management, works closely with clients to shape strategies that feel appropriate, well-considered, and aligned with their comfort levels. We’re pleased to hear that this approach, alongside proactive guidance, has made a meaningful difference for you.

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

— Skybound Wealth Management

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