James McLellan
Dubai - UAE (IA)
Review Of Consultation With Mr Christopher Ellis...
The regular review was efficiently set up by phone the previous week, and the meeting was conducted through MS Teams. One minor technical issue - when I accepted the meeting invitation I lost the link, so had to email to ask for it again. This was purely a technical matter and no reflection on the adviser. The meeting went smoothly and Mr Ellis was well informed as to our situation. He made sure that we were fully informed and talked us through the survey form etc., after which I outlined our financial situation and future plans. In the consultation all relevant issues were covered in a short space of time.
Emmanuel
Dubai - UAE (IA)
Feedback...
Chris presents an epitome of excellent financial planning. The presentation he did to me was well articulated and covered the if yes/if no of the financial decision I would take for my portfolio.
Christy Essien
Dubai - UAE (IA)
Christopher is a super knowledgeable...
Christopher is a super knowledgeable and dependable adviser. Since taking over management of my portfolio, he has helped me attain a much clearer vision.
Jesus D-G Hayes
I got a full explanation of the...
I got a full explanation of the investment possibility for my profile and my situation in the future.
Kym Watchorn
Dubai - UAE (IA)
Feedback for Chris Ellis...
On Oct 25th I sent an inquiry to my advisor regarding a concern that I had with one of our investments. Chris got back to me right away (within 2 days) and we had a meeting to discuss the recommended changes. We are going to put these into effect today. I appreciate Chris' honest and informative suggestions regarding our portfolio. He ensures to explain all of the risks and the corresponding benefits with our investment strategy going forward. Growth is really important to us right now as we are hoping to retire within the next 10 years. On a more personal note; Chris is easy to talk to, he answers all of our questions, he has a calm demeanour and he adds the "human element" which is really important in relationships such as this. Please let me know if you require any additional information. Thanks.
Bianca van der Merwe
Dubai - UAE (IA)
Simon Athwal and his team are great to...
Simon Athwal and his team are great to work with - they are very professional, quick to respond and are always very helpful with any questions or queries we might have. Simon is very knowledgeable on our portfolios, and is always ready to revaluate if it is in our best interests.
Bernd Arnold
Geneva - Switzerland (ARIF)
Surprised
Hi, it was a big surprise that there is such a possibility to do financial consultancy via the internet. I am very conservative and normally do not trust so fast someone I do not know and then via Internet, but with William this was completely different. Competent, nice and without any pressure to close our discussions, explained to us all the details and is always kind to support us. William did a good job with the Cash Forecast and Retirement Planning. Happy that we have William as our consultant to support us here. Kind regards Bernd
Mahmoud Zarif
Great!
Clear, factual, and to the point!
Ricardo Jorge
Dubai - UAE (IA)
It is a great experience to work with Chris, he is someone I trust!
It is a great experience to work with Skybound, especially with Christopher Ellis, who is my financial advisor. Chris has a clear knowledge of the market and always comes up with good solutions for my investments. He is clearly a person I trust. Keep up the good work!
Vince
Dubai - UAE (IA)
Chris Has Been Providing Me Advice On...
Chris has been providing me advice on investments for the past few years. They always have been sound and led to improvement in my savings yields. All these in a friendly and patient way.
