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Investing
The Expat Investor Podcast - Ep 27
Episode 27: Moving Abroad - the process, the challenges, the joys with Tom Pewtress, Peter Gollogly, Bryan Bann & Jonathan Lumb
May 9, 2023
Jonathan Lumb
Regional Manager - Middle East
Prior to being appointed as Skybound’s Middle East Regional Manager in 2022, Jonathan has been a senior consultant at Skybound Wealth Management for over 11 years. He possesses a depth of knowledge in financial planning, investments and pensions.
Having worked in the U.K., Australia and 13 years in the Middle East, Jonathan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level.
Using his experience and knowledge, Jonathan works alongside you to create and implement a comprehensive financial plan designed to ensure your long-term ambitions becomes a reality and your future lifestyle is protected.
Qualifications & Awards
Areas of Expertise
Jonathan qualified to advise in all areas of personal financial planning including:
- Pension Transfers
- Trust & Inheritance Tax Planning
- Lifestyle Financial Planning
- Retirement Planning
- International Investments
- Regular and Lump Sum Savings
- Education Fee Planning
- Health Planning
- Asset and Lifestyle Protection
