Simon Athwal
Private Wealth Partner and Financial Educator in Dubai
Diploma for Financial Advice - Level 4 Qualified in Wealth Management and Financial Advice.
Awarded Client Testimonial Advisor and Most Consistent Advisor.
Global Financial Advisor | Wealth & Lifestyle Planner | Personal Finance Coach
Highly qualified and internationally experienced Financial Advisor with over 10 years of success in wealth management, lifestyle financial planning, and global client servicing. I specialize in helping individuals, expatriates, and international professionals grow, protect, and structure their wealth across borders.
I work with clients worldwide across every stage of life, offering strategic advice on:
• One-to-One Personal Financial Coaching and Behavioural Guidance
• Strategic Advice on UK and International Pension Transfers
• Comprehensive Trust and Inheritance Tax Mitigation Planning
• Bespoke Lifestyle and Wealth Management Solutions
• Tailored Retirement Income and Longevity Planning
• Global Investment Portfolio Construction and Oversight
• Structured Regular and Lump Sum Wealth Accumulation Strategies
• Education Funding Solutions for Global Private Schooling and University
• International Health, Life, and Critical Illness Cover Planning
• Legacy and Will Planning to Ensure Seamless Wealth Transfer
My strength lies in building long-term relationships and providing tailored financial solutions aligned with each client’s personal goals, lifestyle, and legacy. I bring a deep understanding of global financial markets and multi-jurisdictional planning strategies to every conversation.
Whether you're an expat, a business owner, or approaching retirement, I offer expert guidance to ensure your financial freedom extends well beyond your working years.
https://www.skyboundwealth.com/financial-advisors/simon-athwal
www.linkedin.com/in/simonathwal