Emiliano
Dubai - UAE (IA)
Great Understanding For My Financial Position And Interests
I had my regular investment review with Christopher Ellis, and as usual it has been a great experience. Chris is very attentive and informed, and always makes me feel special as customer. The discussion not only kept me well informed about the current situation of my investments, but also allowed me to open up to further investment options that would best fit my current situation.
Ebix Morowei Fab
Satisfied Customer
My experience was very cordial, informative and professional. I got the impression that I was dealing with a very knowledgeable and experienced individual. I am a very satisfied customer and cannot wait for the next review.
Stephen Gregory
Geneva - Switzerland (ARIF)
Carla Smart...
Carla Smart has been advising me on my investments for more than two years. She is very professional and has a good understanding of the markets. I like the fact that she is not at all pushy. I have every confidence in her advise and very much enjoy our discussions.
Michela Bellodi
Geneva - Switzerland (ARIF)
Great experience with Taylor Condon
I had a great experience with Taylor Condon. I found her very helpful and professional. I can definitely say I felt she advised me in my best interest. Highly recommend!
Mr Richard Crook
Dubai - UAE (IA)
Simon Athwal has been very helpful...
Simon Athwal has been very helpful. Highly recommend.
Ruslan Kolomiychenko
Dubai - UAE (IA)
I have been a happy customer of Helen's…
I have been a happy customer of Helen's for several years now. Helen always had a great strategy for my investments and was always accommodating to my thoughts and ideas. Looking forward to working with her in her new role. Well done Helen 👍
Ricardo Gomes
Geneva - Switzerland (ARIF)
Excellent Experience With Top Quality Professionals
Thanks to James Trigg and Skybound team, we finally found the perfect investment plan in regards to our objectives and values. We felt the advising was focused on our needs, and the explanations were everytime clear and adapted to our knowledge level. Thank you very much.
Ajay Pande
Dubai - UAE (IA)
Max Gerstein Financial Advisor - Global Partners
I have been very impressed with the commitment, dedication and involvement shown by Max Gerstein. He has made efforts to engage with me on a regular basis and has kept me updated about my portfolio. I truly appreciate the fact that on one occasion he even managed to arrange for the CIO of his company to explain their long term investment strategy etc. to me.
Euan Mitchell
Geneva - Switzerland (ARIF)
Great retirement planning
We recently signed up with Skybound to get us on the right track for financial planning for retirement. We worked with Carla Smart who diligently took us through a thorough process. She’s incredibly professional, understood what we were looking for and gave us some good options and great advise to help us make the right decisions for our financial future. We’re very happy with the plan, and would recommend Carla highly!
Yann
Dubai - UAE (IA)
Trust gained with Paul Butler
I have been with them for less than a year. At first I was suspicious as it was a cold call, however, after checking with colleagues who used them and further after doing some research, I decided to proceed. So far so good, I am happy with the financial advice and performance of my account. And more importantly if I need someone to call and ask for financial advise, I have someone willing to give me opinions and options available which is a plus. I would recommend anyone to do their research and understand the cancellation terms as this is a personal choice.
