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
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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.
Contact info
Good advice
Christopher Bowler is my financial advisor at Skybound. So far, my experience with him and Skybound has been very good. Chris provides clear advice in understandable language. I have worked with Chris and Skybound for about 1.5 years and I am happy to recommend them.
January 22, 2025
Unprompted review
Reply from Skybound Wealth Management
Clear, understandable advice is an important part of building confidence over time, Theo, and we appreciate you sharing this.
Christopher Bowler, Private Wealth Partner at Skybound Wealth Management, focuses on explaining options clearly and supporting clients in a way that feels practical and accessible. We’re pleased to hear that this approach has continued to serve you well and that you’ve felt comfortable recommending both Christopher and the wider team.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
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A personal / human approach and great financial advice
2-3 months in the relationship and I am delighted so far. The service has been personal and responsive, with a team dedicated to providing a great level of information and executing on the plan. I have been deliberating for some years how to get my finances in order, and am very happy that I have finally found a company / team that I can trust and deliver the expertise needed.
January 5, 2025
Unprompted review
Reply from Skybound Wealth Management
Hi Chris,
Thank you so much for your kind review and for sharing your experience with our team! It’s fantastic to hear that you’re delighted with the personal, responsive service and the financial advice you’ve received so far.
Helping clients like you feel confident and supported in getting their finances in order is exactly what we aim for, and your trust in us means the world. We’ll be sure to share your lovely feedback with the team.
Warm regards,
Skybound Wealth Team
Very happy with my advisor of 4 years…
Very happy with my advisor of 4 years Simon
December 23, 2024
Unprompted review
Reply from Skybound Wealth Management
Long-term satisfaction speaks volumes, Mark, and we appreciate you sharing this.
Simon Athwal, Private Wealth Partner at Skybound Wealth Management, focuses on providing consistent, reliable support over time, and we’re pleased to hear that this has continued to work well for you.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
Stay Away! Waste of money and time!
Below is the original review I added on Trust Pilot.
On my original review the company's reaction was to flag it as not genuine (and Trustpilot removed it).
On their public reply they pretended they don't know who I am...
While the only thing they had to do was to make a quick search in their CRM (they shouldn't have many customers with my name...).
Skybound Wealth Management (fka Guardian Wealth Management) is actually a company wasting (not managing) your wealth.
They have initially offered us (back in 2016) what looked to be at the time a very generous "bonus" for signing up with them and making regular monthly deposits.
Now this "bonus" has completely vanished and we are even minus on the value of the premiums we have deposited...
They are either completely inadequate to manage your wealth or purposefully charging excessive fees this being their "business model" (to rip off customers after they hook them up...).
Client advisors have changed often and they didn't have any real advice to give, other than to restart making deposits with them?!?
November 19, 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Orestis,
Thank you for sharing your feedback. We are sorry to hear that your experience with Skybound Wealth Management did not meet your expectations. At Skybound, we take all feedback seriously and view it as an opportunity to reflect and improve.
We understand that financial planning can feel challenging at times, especially when market fluctuations or other factors affect performance. We aim to provide clear, ongoing communication and personalised advice to help clients through market volatility. It is disappointing to learn that you feel this hasn’t been the case for you.
While this feedback doesn’t reflect the experiences of the majority of our clients, we are proud to have over 400 five-star Trustpilot reviews and thousands of satisfied clients worldwide, it is important for us to address any concerns raised. A senior member of our client services team will be in touch to ensure we thoroughly review your situation and explore how we can make things right.
We appreciate you sharing your concerns and hope we can work together to resolve this.
Warm regards
Skybound Wealth
Client Relations
The amazing Dion and Skybound
Dion has been amazing. His communication was so professional yet he was able to connect with me and put me at ease with regards of my fears about investments. Everything was clear and concise and I never felt forced to do something I wasn’t comfortable with. Great service all round!
November 15, 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Ray,
Thank you for sharing such a great review about your experience of working with Dion!
Warm regards,
Skybound Wealth Team
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Simon very helpful as always
Simon very helpful as always, good feedback and advice on what to do next with my money
November 11, 2024
Unprompted review
Reply from Skybound Wealth Management
Ongoing support and clear direction are important when making financial decisions, so we’re pleased to hear this has continued to be your experience.
Simon Athwal, Private Wealth Partner at Skybound Wealth Management, focuses on providing clear feedback and helping clients understand sensible next steps as circumstances change.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
Simon is great!
Simon is great!
He explains things clearly and takes his time to ensure I understand what is happening with my money. He checks in on my goals and has been a tremendous help as I move to a new country.
November 1, 2024
Unprompted review
Reply from Skybound Wealth Management
Clear explanations and steady support make a real difference during periods of change, Colleen, and we appreciate you sharing this.
At Skybound Wealth Management, Simon Athwal works with clients as a Private Wealth Partner, taking the time to explain decisions clearly, check in on evolving goals, and provide guidance that feels supportive rather than rushed. We’re pleased to hear that this approach has been helpful as you settle into a new chapter.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
Satisified new client
I have not been with Skybound long but in this short time have found Matthew to be knowledgeable, open and clear in our interactions and onboarding. I appreciated the way he listened and understood my current situation and goals, and found offers to suit. His proactivity in watching my costs and proposing better ways to manage transactions was impressive. I look forward to seeing how my investments perform and what unique opportunities Skybound give me access to over the coming years.
April 1, 2024
Unprompted review
I really value the professional advice…
I really value the professional advice rendered and the fact that you’re always available for any clarification regarding my policy. Thanks Simon.
October 23, 2024
Unprompted review
Reply from Skybound Wealth Management
Having clear access to advice and timely clarification is an important part of feeling confident in your decisions, Hiikyaa, and we appreciate you sharing this.
Simon Athwal supports clients as a Private Wealth Partner at Skybound Wealth Management, with a strong focus on availability, clear explanations, and making sure policies and decisions are properly understood. We’re pleased to hear that this has been your experience.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
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Great response times from the agents
Great response times from the agents. Very knowledgeable
October 3, 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Steve,
Thank you for your review! We're pleased to hear that you've had a great experience with our team's quick response times and knowledge. We appreciate your feedback and will make sure to share it with the team.
Warm regards,
Skybound Wealth Team
Top service!
Simon is very focused on providing the best possible advice to his clients. It is always a pleasure getting briefed by him on the status of one's policy.
October 10, 2024
Unprompted review
Reply from Skybound Wealth Management
Staying well informed and up to date is an important part of good advice, Johannes, and we appreciate you sharing this.
Working as a Private Wealth Partner at Skybound Wealth Management, Simon Athwal places strong emphasis on clear communication and keeping clients fully briefed on the status of their policies. We’re pleased to hear that this approach has continued to work well for you.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
Christopher Ellis
I’ve been working with Chris for about 2 years now and I can honestly say that he is the best Financial Adviser that I have ever worked with. When Chris took over my portfolio it was a complete mess due to previous poor advice and decisions. But since Chris started managing my portfolio and through his hard work, advice and dedication I finally believe that my portfolio is where it should have been all along.
I cannot recommend Chris highly enough.
October 1, 2024
Unprompted review
Reply from Skybound Wealth Management
Rebuilding confidence after a difficult experience takes care and consistency, Colm, and we appreciate you sharing this.
At Skybound Wealth Management, Christopher Ellis works with clients as a Private Wealth Partner, focusing on bringing structure, clarity, and sound judgement to portfolios that may have been affected by earlier decisions. We’re pleased to hear that this approach has helped restore confidence and put things back on a more solid footing.
Thank you for taking the time to share your experience and for your recommendation.
— Skybound Wealth Management
Overall Experience…
My experience has been amazing especially getting the guidance from the staff in general, and most importantly very understanding and they excel in excellent communication in terms if timings and response.
Christopher has been exceptionally helpful, vast in knowledge and executes proper guidance.
October 1, 2024
Unprompted review
Reply from Skybound Wealth Management
Consistent communication and understanding make a real difference to the overall experience, Emmanuel, and we appreciate you highlighting this.
Christopher Ellis supports clients as a Private Wealth Partner at Skybound Wealth Management, focusing on clear guidance, considered judgement, and being responsive when advice is needed. We’re pleased to hear that this, alongside the wider team’s support, has helped make the experience a positive one for you.
Thank you for taking the time to share your experience.
— Skybound Wealth Management
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Good Advice
Christopher Ellis my Skybound financial adviser has offered good financial advice and always looked for products to suit my requirements. He has also worked extremely hard to successfully sort out issues caused by bad advice by a previous company’s advisor. I would strongly recommend Christopher as an advisor.
October 1, 2024
Unprompted review
Reply from Skybound Wealth Management
Addressing legacy issues and ensuring advice is properly aligned to individual needs is an important part of long-term planning, and we appreciate you sharing this.
Working with clients as a Private Wealth Partner at Skybound Wealth Management, Christopher Ellis focuses on understanding requirements carefully and applying sound judgement when reviewing or correcting earlier decisions. We’re pleased to hear that this approach has helped bring clarity and confidence to your situation.
Thank you for your recommendation and for taking the time to share your experience.
— Skybound Wealth Management
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!
September 23, 2024
Unprompted review
Reply from Skybound Wealth Management
Honest, well-judged advice and a focus on what genuinely suits each client are central to good long-term planning, Christina, and we appreciate you sharing this.
As a Private Wealth Partner at Skybound Wealth Management, Max Gerstein works closely with clients to understand their goals and provide guidance that is practical, transparent, and aligned to their individual circumstances, particularly when planning for the years ahead. We’re pleased to hear that this approach has continued to serve you well.
Thank you for taking the time to share your experience and for your recommendation.
— Skybound Wealth Management
Dion Angove
Just 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. 👍🏼
September 14, 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Kyle,
Thank you for sharing such a great review! It’s fantastic to hear that your experience with Dion has been so positive, and that he made the process smooth and easy to understand. We're glad Dion was able to guide you through your financial journey with such clarity and care. We'll make sure he sees your kind words—he’ll really appreciate it. Thanks again for the recommendation, and we look forward to supporting you as your investments grow!
Warm regards,
Skybound Wealth Team
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.
August 30, 2024
Unprompted review
Reply from Skybound Wealth Management
Regular review and well-structured advice are an important part of long-term planning, Dirk-Jan, and we appreciate you sharing this.
At Skybound Wealth Management, Max Gerstein works with clients as a Private Wealth Partner, focusing on clear annual reviews, efficient use of time, and guidance that helps clients stay on track with their longer-term objectives. We’re pleased to hear that this approach has worked well for you.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
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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
June 1, 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Julie,
Thank you so much for your kind words! We're delighted to hear that your experience with Sam and Tom has been so positive. It's fantastic to know they understood your goals and helped you feel confident in the decisions made. We truly appreciate your feedback and will make sure to pass along your thanks to both Sam and Tom.
Warm regards,
Skybound Wealth Team
Good comunication
Good comunication. Clear approach. Nice interaction overall. Special thanks to Matthew that has been guiding my investment here.
August 20, 2024
Unprompted review
Reply from Skybound Wealth Management
Hi Paulo
Thank you for taking the time to review your experience of Skybound Wealth and Matthew in particular
Your recommendation means a lot to us and we’re thrilled that you had such a positive experience.
Best regards,
Skybound Wealth Management Team
Kieron did an excellent job in…
Kieron did an excellent job in explaining to me all options and advantages in investing with Skybound, and I trust that we will maintain an ongoing relationship between myself and Skybound
August 21, 2024
Unprompted review
Reply from Skybound Wealth Management
Clear explanation and a strong foundation for an ongoing relationship are important when making financial decisions, Carl, and we appreciate you sharing this.
Kieron Donovan works with clients as a Private Wealth Manager at Skybound Wealth Management, taking time to outline options clearly and support informed decision-making as plans develop over time. We’re pleased to hear that this approach has helped build trust as you move forward with us.
Thank you for taking the time to leave your review.
— Skybound Wealth Management
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