Award-Winning Financial Adviser and Financial Educator for Expats and Global Professionals
Simon Athwal is an award-winning Financial Adviser and Financial Educator at Skybound Wealth Management with over 10 years of experience helping expatriates, internationally mobile professionals, and global families plan, protect, and grow their wealth.
He is known for an education-led approach that helps clients understand their finances clearly before making long-term decisions, particularly across multiple countries and tax systems. Simon specialises in global financial planning, investment strategy, retirement and pension planning, tax efficiency, and long-term wealth structuring for internationally mobile clients.
Award-Winning Financial Adviser for Expats and Global Professionals
Simon Athwal is a Financial Adviser at Skybound Wealth Management with over 10 years’ experience supporting expatriates and internationally mobile families with long-term financial planning.
Recognised for exceptional client service, Simon was named Client Testimonial Adviser and Most Consistent Adviser in both 2020 and 2021. Having worked across the UK and the Middle East, and now based in Dubai, he understands first-hand the practical and emotional challenges that come with managing finances across borders.
A Financial Educator for Families
Simon’s approach is rooted in education. He believes clients make better decisions when they truly understand their finances, not just when things are handled on their behalf.
Working closely with parents and families, Simon breaks down complex topics such as saving, investing, property, education funding, and long-term planning into clear, practical guidance. This helps families make decisions together, reduces uncertainty, and builds confidence that plans will hold up as circumstances change.
Clients typically work with Simon to:
Simon’s role is to help clients feel informed, supported, and in control, rather than overwhelmed by financial decisions.
Why Clients Choose Simon
Clients value Simon for his approachable, straight-talking style and his focus on real outcomes rather than products. They appreciate his consistency, his ability to explain complex ideas simply, and his commitment to acting in their best interests over the long term.
As Simon puts it:
“I work for you. Whatever you need financially, I will help you find the right solution.”
For Simon, financial planning is about more than building wealth. It’s about protecting lifestyle, supporting families, and providing guidance that evolves as life does.
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