Skybound Wealth Management  Reviews 

745
•
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

745 reviews

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4.9

All reviews

(745)

107 reviews in the last 12 months

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Rated 4 out of 5 stars

Excellent experience

The approach was very transparent and at the same time very easy to understand. It made my decision to invest very easy and fast.

5 May 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Thank you for taking the time to review your experience with Skybound Wealth so far! We're so glad to hear that you found our approach both transparent and easy to understand. Making decisions about investing should feel straightforward, and we’re happy to know we made the process easier for you. If you ever need anything else, don’t hesitate to reach out.

Skybound Wealth
Client Relations Team

Rated 5 out of 5 stars

Good people with good service

Kieron at Skybound managed to get me over my fears of investment! So far I am very happy with the performance of my portfolio and have recommended Kieron to some of my other colleagues.

25 June 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Helping clients feel more comfortable with investing is an important first step, JP, and we’re pleased to hear this has been your experience.

Kieron Donovan, Private Wealth Manager at Skybound Wealth Management, focuses on addressing concerns openly, explaining options clearly, and building confidence gradually over time. It’s good to hear that this approach has helped you feel reassured and comfortable recommending Kieron to others.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Transparent, trustworthy and friendly advice

The onboarding process was very smooth and transparent. Ben did a great job of making me feel at ease and explained everything in a way that someone who isn't particularly finance-savvy could understand.
As an expat, I wish I had had the support and advice that SkyBound offers sooner. I would recommend Ben and SkyBound to anyone starting on their financial journey to prepare for their future.

12 May 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

A smooth and supportive start makes a real difference, so we’re pleased to hear this has been your experience.

Ben Stockton, Private Wealth Adviser at Skybound Wealth Management, focuses on making the early stages clear, approachable, and easy to understand, particularly for those who may be engaging with financial planning for the first time. We’re glad this helped you feel comfortable and confident as you began putting plans in place for the future.

Thank you for sharing your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Professional and informative discussion

19 June 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Thank you for your feedback Gramp1an! We're glad to hear that you found the discussion both professional and informative. At Skybound, we aim to provide clear, actionable advice that puts our clients at ease. We appreciate you taking the time to share your experience and look forward to continuing to support you on your financial journey.

Rated 5 out of 5 stars

I received personalised one one one…

I received personalised one one one financial review sessions from Chris. He is quite knowledgeable and he explains everything in a simplified language. Also they tell you all the information you need to make financials decisions, including any cautionary clauses.

18 April 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Thank you for your kind words, Tawanda! We're so glad to hear that Chris was able to provide you with clear, personalized advice that helped you make informed financial decisions. Transparency and simplicity are key to us, and it’s great to know that you felt fully supported throughout the process. We appreciate you sharing your experience and look forward to continuing to work with you!

Rated 5 out of 5 stars

An Anchor during Financial Instability

I do not know much (if nothing at all) about investments, stock exchange, and the like, but I consider making sure that somehow my future is secured financially after retirement. Meeting and knowing Chris Ellis has somehow facilitated that, especially after my contract at my last job was not renewed. I felt my future was uncertain particularly with what was happening politically and economically in other parts of the world. I do listen to the news though and educate myself that way. But Chris, being the expert, puts that in perspective for me, which helps me make informed decisions. At this point, I am somehow confident that my future is secure. If it were not for Chris, I would be worried, concerned, stressed out. Throughout these past few years that I have known Chris, he has given me valuable advice for which I am truly grateful. He is the most knowledgeable person I have ever met and the best financial adviser I have ever had. I have been burned before with my very first investment; I was disappointed and disillusioned for so long until I invested with RL 360. Thank you so much, Chris. I am really grateful. My life has truly been blessed. Happy Easter! God bless you and your family.

4 April 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Finding perspective and reassurance during uncertain periods is incredibly important, Mary Ann, and we appreciate you sharing this so openly.

Christopher Ellis, Private Wealth Partner at Skybound Wealth Management, focuses on helping clients make sense of complex situations, placing events into context and supporting informed decision-making over time. We’re pleased to hear that this approach has helped ease uncertainty and provided clarity during what has clearly been a challenging period.

Thank you for taking the time to share your experience and for the trust you’ve placed in Christopher and the team over the years.

— Skybound Wealth Management

Rated 5 out of 5 stars

Skybound Wealth

We are working with Simon and it has been an absolutely flawless. His support is always there and he is very open and communicative. I would highly recommend him to anyone looking to make an investment.

20 March 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Consistent support and open communication are central to a strong advisory relationship, Dougal, and we appreciate you sharing this.

Simon Athwal, Private Wealth Partner at Skybound Wealth Management, places real emphasis on being accessible, responsive, and clear throughout the investment process. We’re pleased to hear that this approach has worked well 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

Working towards financial independence…

Working towards financial independence at retirement is coupled to having a trusted partner to guide and support. Among several options we explored, Skybound was our choice, thanks to Ben for his time, efforts, honesty and clarity in explaining the journey ahead, and providing a compelling business case that supported us making the decision

22 November 2024
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Choosing the right partner is an important decision, Omar, and we appreciate you sharing what informed yours.

Ben Stockton, Private Wealth Adviser at Skybound Wealth Management, focuses on being clear, open, and thoughtful when helping clients assess their options and understand the journey ahead. We’re pleased to hear that this approach helped you feel confident and well supported as you put plans in place for the future.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

“What made your experience great?”

“What made your experience great?”
Mark did. From the customer perspective, certainly early in the relationship, Skybound is the advisor and Mark represents Skybound perfectly. He’s knowledgeable, personable and efficient.

22 January 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Thanks for the feedback, Sam!

We’re glad to hear Mark has made such a positive impact on your experience. He’s definitely a great asset to our team, and it’s wonderful to know he’s been able to provide the knowledge, approachability, and efficiency you were looking for. We’re grateful to have you as a client, and look forward to continue working together!

Warm Regards,
Skybound Wealth

Rated 4 out of 5 stars

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.

22 January 2025
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

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.

5 January 2025
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

Very happy with my advisor of 4 years…

Very happy with my advisor of 4 years Simon

23 December 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 1 out of 5 stars

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?!?

19 November 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

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!

15 November 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

Simon very helpful as always

Simon very helpful as always, good feedback and advice on what to do next with my money

11 November 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

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.

1 November 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

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.

1 April 2024
Unprompted review
Rated 5 out of 5 stars

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.

23 October 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

Great response times from the agents

Great response times from the agents. Very knowledgeable

3 October 2024
Unprompted review
Skybound Wealth Management  logo

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

Rated 5 out of 5 stars

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.

10 October 2024
Unprompted review
Skybound Wealth Management  logo

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

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