Emmanuel
Dubai - UAE (IA)
Chris Was Really Helpful In Dissecting...
Chris was really helpful in dissecting the financial plan, goals and projected achievements/results. He really articulated each and every aspect of my portfolio and advised so well on the way forward to have a better investment and the opportunities I could Venture on.
Esther Ouma
Dubai - UAE (IA)
Recommendation - Mr. Christopher Ellis Senior Advisor, Skybound Wealth Management
I have had the privilege of working with Mr Christopher Ellis (Senior Advisor Skybound Wealth Management) as my Financial Advisor for several years, firstly, when I held a Premier Plan with Friends Provident International (now matured and surrendered on 3 February 2021) and a financial investment under Flex Global (on-going). I would like to state right at the outset that I have complete confidence and trust in Christopher’s financial advice and guidance. I have benefited from the passion, knowledge, and genuine interest that he continues to exhibit in guiding me through my financial investment journey. He has been very proactive in his approach to making me understand the situations and different scenarios in the financial markets. Christopher has consistently kept me abreast of the changes in the financial markets and guided me in making sound investment options. I appreciate his deep understanding of the markets, his analytical skills, and forthrightness at enabling me understand the intricacies and risks, particularly during the early days of the COVID 19 when there was uncertainty and fear due to the significant volatility experienced in the financial markets. He has communicated the problems and gaps in my financial plans and offered solutions that I understand as a lay person. I highly appreciate the regular and well-planned review sessions that confirm my confidence in his guidance. I always look forward to the various one to one policy review sessions that he handles holistically, including analysis of market trends, gauging my understanding, and exposing me to aspects of my portfolio that I would not otherwise understand. I believe strongly that my investment portfolio with Friends Provident International was properly structured with timely reallocation of assets whenever goals changed. I can state with confidence that Christopher is familiar with me as a client and can easily detect when I have concerns. Finance is not one of my strongest areas and I am a very cautious person. Therefore, I really do appreciate the fact that he is able to break concepts down to the extent that gives me the courage to walk my financial journey. As recent retiree, I look back with nostalgia and satisfaction at the interest Christopher took at my impending retirement. While I understood clearly that the markets were sometimes volatile and this could impact negatively on my investments, his reassurance and encouragement at taking risks helped calm my anxieties and apprehensiveness. I am very happy with Christopher’s services and happy that I am working with a financial adviser who is interested in my needs and understands me fully as client.
Saria Mahir
Dubai - UAE (IA)
Kimberly Poliquit Exceeds The Expectations!
It has been a pleasure dealing with Kimberly Poliquit. She is constantly ahead of matters and has never failed to deliver. It certainly feels assuring interacting with her and I can comfortably say that she exceeds the expectations.
Catia CG
Dubai - UAE (IA)
Thanks For Rebuilding My Confidence In This Product...
This is not the first time I have had my review with Kevin Crowther, he was able to build a trustable relationship even if in tough circumstances (I was disappointed by low performance of my investment and poor customer service provided by my previous contact). I appreciate his commitment to provide superior services meeting customer expectations.
Steve Ben Occitanie
Geneva - Switzerland (ARIF)
Ryan Donaldosn
Ryan has been managing my financial planning now for nearly three years, and I am delighted with the results. He is proactive & accessible and a pleasure to chat to. Strongly recommend!
MG
Geneva - Switzerland (ARIF)
Ryan Donaldson At Skybound Wealth...
The financial advice provided by Ryan has been very clearly explained, with plenty of time spent on providing the rationale and thinking behind the recommendation, including an honest view on potential downsides. Of particular note is how Ryan talked me through the UK National Insurance situation, helping me to make the right decision regarding future additional overseas contributions.
Magdalena Lewicka
Dubai - UAE (IA)
Thank You Max...
Skybound Wealth Management financial advisors have been helping me for few years to manage my finances. They never go wrong with advice or switching the funds.
Stephen Beadle
Dubai - UAE (IA)
Chris Ellis - Monetary Marksman
Five stars for Chris in simple recognition of his spot on ability not only to hit my investment targets but also because of his ability to identify which targets to aim for.
Cristian Leiva
Dubai - UAE (IA)
Thanks For The Help Simon
Simon has given useful advice for different financial matters in a clear and orderly manner. This has helped to gain confidence to endeavour into the financial markets, knowing that there is a lifeboat on the side for any questions that may need to be answered and provide assistance when needed.
Malik Boukebbous
Great Support And Clear Info.
Great support and clear info.
