Skybound Wealth Management  Reviews 

750
•
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Evaluating 115 reviews, reviewers overwhelmingly had a great experience with this company, highlighting its highly professional team. Customers frequently praise the dedicated financial experts for their exceptional market knowledge, thorough explanations, and genuinely personalized guidance tailored to individual goals. Many people highlight that working together creates a reassuring environment and simplifies complex investment processes completely and clearly. Some people also felt that the advisors are consistently approachable, exceptionally patient, and very responsive during every single step of the financial planning journey. Reviewers noted that these supportive professional interactions successfully help reduce money-related stress and build long-term financial confidence for the future.

What people talk about most

Staff

Reviewers highlight positive aspects of staff, frequently praising advisors for being knowledgeable, patient,... See more

Service

Customers consistently note positive experiences with service, highlighting that reviewers receive excellent... See more

Customer service

Customers had positive experiences with customer service, noting that reviewers find representatives... See more

User experience

Users describe satisfaction regarding their user experience, highlighting that people are kept informed at... See more

Response time

Reviewers mention positive feedback about response time, noting that consumers consistently receive prompt,... 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

750 reviews

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4.9

All reviews

(750)

117 reviews in the last 12 months

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Rated 5 out of 5 stars

Matthew Peterson provides an exceptional level of professional financial advisory service

Matthew Peterson provides an outstanding level of service. He is highly professional, reliable, and consistently responsive whenever assistance is needed. His follow-up is thorough and timely, and he demonstrates strong problem-solving skills in addressing complex matters. Matthew offers thoughtful, well-informed advice and takes the time to ensure clarity and confidence in every decision. I highly recommend him as a financial advisor.

1 November 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Reliability and clear follow-through are fundamental to effective financial advice, Poncho, and we appreciate you recognising this.

Matthew Peterson, who works as a Private Wealth Manager at Skybound Wealth Management, places strong emphasis on responsiveness, careful problem-solving, and ensuring clients fully understand the reasoning behind recommendations. That steady, professional approach is central to how he supports clients in complex situations.

Thank you for taking the time to share your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Great company and great service

Great company and great service. The level of engagement does depend on the person who is allocated to your account but it’s pleasant and responsive. Matthew Peterson is my current advisor and he has been brilliant with his unconventional thinking, proactivity and attention to details.

2 February 2026
Unprompted review
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Reply from Skybound Wealth Management

The quality of advice often comes down to how proactively and thoughtfully it’s delivered, Irina, and we appreciate you sharing this perspective.

Matthew Peterson is recognised for bringing careful attention to detail and a willingness to think differently when reviewing client circumstances. As a Private Wealth Manager at Skybound Wealth Management, this proactive approach helps ensure advice remains relevant, responsive, and well considered as needs evolve.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Matthew Peterson is my number 1 advisor

Matthew Peterson is my advisor who is helping me a great deal over the past couple of years. He is very patient and understanding towards my ignorance about the financial market and genuinely helps to de-stress me with the financial planning. He possesses deep financial knowledge and guides me gently but surely about how best to invest my money.

30 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Feeling supported and less overwhelmed is an important part of good financial planning, Katka, and we appreciate you sharing this.

Matthew Peterson places real emphasis on explaining things patiently and meeting clients where they are, so decisions feel manageable rather than stressful. In his role as Private Wealth Manager at Skybound Wealth Management, this calm, considered approach helps clients build understanding and confidence over time, without pressure.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Matthew Peterson

Matthew Peterson has been my financial advisor for some time now, and has provided excellent support, advice and reassurance, helping me to maximise the growth of my investments during these fairly turbulent economic times. Three things characterise my satisfaction with Matthew's approach:
• I benefit from Matthew's considerable experience and knowledge of financial markets.
• Financial advice is tailored to my circumstances and is never simply off-the-shelf standard packages, and Matthew's personable and friendly approach helps him to understand the wider context of my financial needs.
• I have clear reports on discussions, decisions, and actions following our meetings, and follow-up is timely and pertinent.

30 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Clear structure and follow-through are especially important when circumstances feel uncertain, and we appreciate you setting this out so thoughtfully.

Matthew Peterson is known for combining experience with a disciplined approach to advice, ensuring discussions are well documented, actions are clear, and recommendations are shaped around individual circumstances rather than standardised solutions. In his role as Private Wealth Manager at Skybound Wealth Management, this level of clarity and consistency is central to how he supports clients over time.

Thank you for taking the time to share such considered feedback.

— Skybound Wealth Management

Rated 5 out of 5 stars

Matthew Peterson his my go-to person for serious talks about investments

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 advisor is key to build trust and so exploit the maximum within what lief can throw at you at any point in time. Matthew ability to listen, ask the right question, challenge my thinking and contributing with precious market insights has been pivotal to my investments. i would strongly recommend him and skybound for the same.

5 December 2025
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Productive long-term advice is built through conversation, challenge, and careful listening, Eugenia, and we appreciate you sharing this perspective.

Matthew Peterson brings particular value through his ability to listen closely, ask the right questions, and test ideas thoughtfully before decisions are made. In his role as Private Wealth Manager at Skybound Wealth Management, this approach helps clients think clearly and act with confidence as circumstances evolve.

Thank you for your recommendation and for taking the time to reflect on your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Matthew Peterson has always been great…

Matthew Peterson has always been great even from my first encounter with him and all throughout. He is very knowledgeable, and patient through the whole process. He is very consistent in demonstrating his client orientation skills. I will definitely recommend him to my friends and colleagues.

26 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Consistency and patience are often what make the biggest difference in an advisory relationship, Jim, and we appreciate you highlighting this.

From the outset, Matthew Peterson has focused on putting clients first, taking time to explain decisions clearly and maintaining a steady, considered approach throughout. In his role as Private Wealth Manager at Skybound Wealth Management, that client orientation is a core part of how he works day to day.

Thank you for sharing your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Trusted partners in financial journeys

We've only been with Matthew Peterson for about one year, but already we see the value that he brings us! Our portfolio is not big, but he still makes time to answer our questions and treats us as a valued client! We see him as a trusted partner in this investment journey.

28 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Feeling valued and supported, regardless of portfolio size, is an important part of a strong advisory relationship, Vaughan, and we appreciate you sharing this.

As a Private Wealth Manager at Skybound Wealth Management, Matthew Peterson focuses on being accessible, taking time to answer questions, and building advice around each client’s individual circumstances. We’re pleased to hear that this approach has already made a positive difference and helped establish a sense of partnership as you move forward.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Great experience with Skybound

Skybound have been managing financial assets for me for a number of years now, and the experience has been both enlightening and rewarding. My adviser, Matthew Peterson has ensured my investments have appreciated in value despite challenging times for the markets, and has explained scenarios in terms I can understand. He is always pleasant and approachable, and gives me confidence in his proposals. He has been pro-active in monitoring my portfolio and making suggestions to change where neccessary, overall, a very good experience

28 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Clear explanation and steady guidance are especially important when markets are unsettled, Baz, and we appreciate you sharing this.

Matthew Peterson works with clients as a Private Wealth Manager at Skybound Wealth Management, focusing on explaining options in straightforward terms, staying proactive in monitoring portfolios, and being approachable when decisions need to be reviewed. We’re pleased to hear that this approach has helped you feel informed and confident throughout.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

My experience (over the past few months) with Skybound Wealth - Matthew

For the past few months, Matthew Peterson has provided me with exceptional financial planning services. The process was surprisingly smooth and thorough. Matthew excels at breaking down intricate financial matters into understandable terms and tailoring his recommendations to individual circumstances. His insights were incredibly beneficial, leaving me with a clear direction and renewed confidence. His expertise, friendly demeanor, and constant availability have earned my complete trust. I unhesitatingly recommend him to anyone looking for dependable financial guidance.

27 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Gaining clarity and confidence through well-structured planning is an important part of the advisory process, George, and we appreciate you sharing this.

Matthew Peterson supports clients as a Private Wealth Manager at Skybound Wealth Management, focusing on explaining complex matters clearly, tailoring guidance to individual circumstances, and being accessible when questions arise. We’re pleased to hear that this approach has helped provide direction and reassurance as you move forward.

Thank you for taking the time to share your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

I have been using Skybound now for…

I have been using Skybound now for around 7 years and working with Peter Gollogly to consolidate my old UK private salary pension and all my Swiss pension money and company shares into a tax efficient portfolio managed by them, as I have no interest in managing this myself as finance leaves me cold. This has allowed me to retire early whilst knowing my money and investments are working for me and in safe hands. Peter communicates with me clearly and helps explain the minefield of pension draw downs and provides me with sound advice when I need it.
I would highly recommend Skybound and Peter based on my experience of working with them. .

25 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Bringing structure and clarity to complex arrangements is an important part of long-term planning, Simon, and we appreciate you sharing your experience.

At Skybound Wealth Management, Peter Gollogly works with clients as a Private Wealth Partner, focusing on clear communication, careful consolidation, and helping clients understand their options around pension planning and drawdown decisions. We’re pleased to hear that this approach has provided reassurance and confidence as your circumstances have evolved.

Thank you for taking the time to share your experience and for your recommendation.

— Skybound Wealth Management

Rated 5 out of 5 stars

Tackles the big picture financially in a clear and effective way

No matter how big or small the query, Will Spires is always on hand with clear, effective and prompt communication.

Most importantly, the service as a whole makes looking at the big picture, financially, easily digestible with clear next steps to achieve goals and resolve any outstanding points.

23 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Seeing the bigger picture clearly is an important part of effective planning, Luke, and we appreciate you sharing this.

Will Spires, Private Wealth Adviser at Skybound Wealth Management, focuses on being responsive, practical, and clear, helping clients break complex decisions into manageable next steps. We’re pleased to hear that this approach has made your financial planning feel more accessible and well structured.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Would recommend Thomas Sleep

Thomas Sleep at Skybound Wealth has made everything so easy, straightforward and simple to understand. As someone who is new to investing Thomas Sleep has been very patient and helpful throughout the whole process. Definitely someone I would recommend to friends and family.

23 January 2026
Unprompted review
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Reply from Skybound Wealth Management

Starting out with investing should feel supportive and straightforward, Rachel, so we’re pleased to hear this has been your experience.

Thomas Sleep, Private Wealth Adviser at Skybound Wealth Management, takes care to explain things clearly, answer questions patiently, and ensure clients feel comfortable at every stage of the process. It’s great to hear that this approach has helped make investing feel accessible and confidence-building 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

As an expatriate looking to organise…

As an expatriate looking to organise and plan my finances, I wanted to share my positive experience with Thomas Sleep and Skybound Wealth because I know it can help others. Thomas took the time to understand my situation and created a plan tailored to my needs. I really appreciated his patience in explaining everything clearly and his availability to answer questions throughout the process. Even if you initially think financial advisors are intended only for experienced investors or big companies, or are an unnecessary expense, Thomas’s approach and expertise have benefited me on both a personal and financial level. I also valued his transparency regarding their qualifications and certifications, which reinforced my trust in them.

1 August 2025
Unprompted review
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Reply from Skybound Wealth Management

Planning finances while living abroad can feel daunting, María, so we appreciate you taking the time to share this.

Thomas Sleep, Private Wealth Adviser at Skybound Wealth Management, takes a patient, transparent approach, focusing on understanding individual circumstances and explaining options clearly at every stage. We’re pleased to hear that this helped build confidence and trust, particularly around how advice is structured and supported.

Thank you for sharing your experience and for highlighting how this approach can help others in a similar position.

— Skybound Wealth Management

Rated 5 out of 5 stars

Very happy with my fund management and…

Very happy with my fund management and information provided.

21 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Consistent communication and clear information are central to how we support clients, Duncan, so we’re pleased to hear this has been your experience.

Thank you for taking the time to share your feedback.

— Skybound Wealth Management

Rated 5 out of 5 stars

Simons Says "give me a dollar, I'll make you ten"

I started with Simon Athwal in 2020. In five years I've got to know a few things about him. He's prompt, sharp, has regular catch-up's, and done wonders to my portfolio. Professionalism aside, he's a fantastic person. Definitely recommended.

20 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Long-standing working relationships like this are built on consistency and trust, Warren, and we appreciate you sharing your experience.

Simon Athwal, Private Wealth Partner at Skybound Wealth Management, focuses on being responsive, maintaining regular communication, and applying sound judgement as circumstances evolve. Alongside professionalism, building genuine rapport and understanding personal priorities is an important part of how Simon works with clients over time.

Thank you for your recommendation and for taking the time to reflect on your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Will has made future secure

Will has made my whole financial journey a positive experience. I am able to discuss openly about my situation with him and we have been able to put plans in place for the future. Therefore, taking a lot of anxiety away.

20 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Feeling able to speak openly and reduce anxiety around future plans is an important part of financial planning, Jaimie, and we appreciate you sharing this.

We’re pleased to hear that the support you’ve received has helped create clarity and reassurance, allowing you to put plans in place with greater confidence.

Thank you for taking the time to share your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Simon makes investing incredibly…

Simon makes investing incredibly straight forward. Having a review meeting every 6 months is ideal for me as this is my pension fund which I don’t want to track everyday. Simon being so personable has helped me to believe in the process and put my trust in him!

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

It’s great to hear that this approach has worked so well for you, Caroline.

Simon Athwal, Private Wealth Partner at Skybound Wealth Management, focuses on keeping long-term investing clear and manageable, particularly when it comes to pension planning that doesn’t need day-to-day attention. We’re pleased that the regular review structure and Simon’s personable approach have helped build confidence and trust in the process.

Thank you for sharing your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

Professional, Trustworthy, Effective

I have been working with Simon for six years and have had a very good experience throughout. He combines strong technical expertise with a very client-centric approach, ensuring advice is practical, transparent, and aligned with long-term objectives.

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Alexandra, It’s encouraging to see such a long-standing relationship reflected in your experience,

Over many years, Simon Athwal, Private Wealth Partner at Skybound Wealth Management, has focused on providing advice that is clear, practical, and aligned with clients’ longer-term objectives. We’re pleased to hear that this approach has continued to serve you well.

Thank you for sharing your experience and for your continued trust.

— Skybound Wealth Management

Rated 5 out of 5 stars

Thomas Sleep at Skybound Wealth has…

Thomas Sleep at Skybound Wealth has been advising and helping me with my financial goals for over 1 year.
We have made fantastic progress and I'm extremely satisfied with Thomas Sleep and Skybound Wealth. 100% would recommend

19 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

It’s great to hear how much progress you’ve made over the past year, Ammar.

Thomas Sleep, Private Wealth Adviser at Skybound Wealth, works closely with clients to set clear goals and keep plans moving in the right direction over time. We’re pleased that this approach has delivered results you’re happy with and that you’ve felt well supported throughout.

Thank you for your recommendation and for sharing your experience.

— Skybound Wealth Management

Rated 5 out of 5 stars

I’ve had a great experience with…

I’ve had a great experience with Christopher Bowler at Skybound Wealth. Communication has been clear, timely, and easy to understand throughout. Christopher provides great advice that feels well thought out and tailored rather than generic. I feel confident and well-supported in the decisions being made. Highly recommended.

16 January 2026
Unprompted review
Skybound Wealth Management  logo

Reply from Skybound Wealth Management

Justin, It’s good to hear that the advice and communication have felt clear and well judged throughout.

Christopher Bowler, Private Wealth Partner at Skybound Wealth Management, takes a considered, tailored approach to advice rather than relying on one-size-fits-all solutions, so we’re pleased that this has come through in your experience.

Thank you for taking the time to share this and for your recommendation.

— Skybound Wealth Management

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