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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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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Comprehensive service with great advice
Very comprehensive service with great advice given by Matthew Turnbull, i would recommend Skybound Wealth Management and the services of Matthew who explained every detail needed for someone who was unfamiliar with this beforehand.
December 7, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Marc,
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
Recommendation for Taylor Condon
I did connect with Taylor through the "Women like us" network and had two conversations around my investment strategy with her.
She is a person who is genuinely interested to understand your current situation, your objectives and what drives you, to be able to give you a tailored recommendation. What I admire a lot is that she is able to acknowledge what's already running well in your investment strategy and focus on those things that can still be done better. Really great conversation with good insights that I am happy to repeat!
November 9, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Anja,
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
Have been with Simon for years
Have been with Simon for years, the advice & thought in all recommendations only fills me with confidence in him in our regular review meetings.
November 9, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi John
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 is always professional and of…
Simon is always professional and of good advice
November 22, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Jeremie,
Thank you for your kind words about Simon and Skybound Wealth. We will make sure your feedback is passed to Simon.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
Simon is an exellent advisor.
Simon is an exellent advisor.
He provide me a great advise which can be adapted related to my financial status
November 21, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Cesar
Thank you for taking the time to post a review! We will make sure your feedback is passed on to Simon.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
Professional, efficient and clear - Callum Murphy
The financial world is well outside my comfort zone but have had a very positive experience so far with adviser Callum Murphy. He explains things clearly, is patient, responsive, professional and pleasant to engage with, and has identified and smoothly facilitated what seems to be a well tailored solution for our needs. Would definitely recommend.
November 11, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Anon,
Thank you for taking the time to tell us about your positive experience with Callum and Skybound Wealth! We will make sure your feedback is passed to Callum.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
First experience with Skybound - Callum Murphy
I was first contacted by Kieron Donovan who explained what Skybound has to offer and then setup a meeting with me and Callum Murphy. This was my first experience with any international wealth management company, however Callum clearly explained all the different options, which made it easier for me to choose the option that suits me. I will definitely recommend Skybound to my expat friends.
November 14, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Andre,
Client feedback is very important and something we value very highly at Skybound Wealth so thank you for taking the time to post a review! We will make sure your feedback is passed to Callum and Kieron
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
A good interview with Mark Tucker
I had a first interview with Mark Tucker on MS Team who professionally explained the Pension Private Program, options I had taking into account my salary and additional contributing program.
Follow-up sessions were booked to finalize my process of joining Skybound.
Thank you Mark for your professionalism.
Antonio Makumbani
November 9, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Antonio
Thank you for taking the time to tell us about your experience of working with Mark, it's greatly appreciated! We will make sure your feedback is passed to Mark.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
Skybound Wealth Management recommended
Jonathan Smart and Carla Smart were my advisors for my transfer of my pension funds from a UK only provider to a UK and EU provider. This was completed as I being based in the EU, I was no longer able to manipulate the funds held by my UK pension provider.
At all times they were helpful and prompt regarding replies. My experience of using Skybound Wealth has therefore been great, no negative remarks here.
Great job guys :-)
October 24, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Nicolas777,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management. We will make sure your feedback is passed onto Jonathan and Carla.
If there is anything else that you require, please do not hesitate to contact your adviser/Skybound.
Warm Regards,
Skybound, Client Relations
Very good so far
Very good so far. Carla Smart, my advisor, provided me with a clear, no-nonsense appraisal of my financial situation and made logical, well considered suggestions. I am very happy with the quality of the advice and service, and I look forward to a rewarding professional relationship in the coming years. I would recommend Carla without reservation.
September 17, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Andrew,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Carla in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Taylor Condon - a professional service provider
Recently I sought advice from Taylor Condon in respect of my private superannuation and investments in general. Taylor was able to astutely determine my requirements and, along with her colleague Geoff Taylor, promptly provide me with accurate advice that will ensure that my future allocations are correctly placed. I would recommend seeking Taylor's advice without issue.
October 6, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Peter,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Taylor and Geoff in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
As usual Karla and Max provided awesome…
As usual Karla and Max provided awesome service.
September 29, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Danilo,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Karla and Max in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Excelent service as always
Excelent service as always, big thanks to Simon for always taking good care of his clients.
September 23, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Mark,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Simon in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Meeting with Callum Murphy at Skybound Office
Engagement started informally a few weeks ago and gradually matured to the current state. Discussions over the phone and in person at Skybound office has been precise, authentic and professional which is the basis of the progress to date.
September 9, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Abdul,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Callum in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Brilliant company, brilliant advisor
Having my pensions sorted out by Katerina has is a huge weight off my mind. Her knowledge, manner and expertise inspires complete confidence that I will be in good hands going forwards!
September 20, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi James,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Katerina in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Skybound staff are professional, friendly and knowlegable
Skybound staff are professional knowlegable, I have had the pleasure dealing with Callum Murphy, and he was very thorough with his investigations as to what my expectations were and what would be most appropriate for what I wanted from my investment.
February 1, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Camilla,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Callum in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Pension Consolidation - Skybound Wealth Management
I was recommended the services of Carla Smart and Skybound by a work colleague who had been through a similar relocation and was looking for the best financial direction and advice.
From initial introductions, assessment, explanation & presentation of options, agreement and deployment, the service provided by both Carla and Jonathan have been superb. I would recommend them without issue.
September 12, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Michael,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Carla in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Well prepard as usal and it is not easy…
Well prepard as usal and it is not easy at the time!
All questions been answered.
Looking forward.
September 12, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Barbara,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
Christopher Ellis
Christopher supplied all the info needed for a pension review in an affable and capable manner. He presented and explained future options clearly and eased any concerns. Highly recommended.
September 7, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Grahame,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Christopher in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
I have an excellent experience with…
I have an excellent experience with skybound wealth management because in the past my investment was stuck. Since Mr Christopher Ellis is my wealth advisor my investment has improved.
September 1, 2022
Unprompted review
Reply from Skybound Wealth Management
Hi Dave,
Thank you for your feedback, we are delighted to hear that you were happy with the service you received from Skybound Wealth Management and Christopher in particular. We will make sure your feedback reaches the relevant team. If there is anything else that you require, please do not hesitate to contact your adviser/Skybound. Please keep safe.
Warm Regards,
Skybound, Client Relations
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