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Simon Athwal

DipFA
Senior Financial Adviser

Simon Athwal is a highly qualified and award-winning Financial Advisor at Skybound Wealth Management, recognized for his exceptional client service with the Client Testimonial Award and Most Consistent Advisor Award in 2020 and 2021. With over 10 years of experience in financial services across the UK and MiddleEast, Simon works with global clients at every stage of life, helping them optimize their wealth no matter where they reside.

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Trusted by + clients.

About Simon

Simon Athwal is a highly qualified and award-winning Financial Advisor at Skybound Wealth Management, recognized for his exceptional client service with the Client Testimonial Award and Most Consistent Advisor Award in 2020 and 2021. With over 10 years of experience in financial services across the UK and MiddleEast, Simon works with global clients at every stage of life, helping them optimize their wealth no matter where they reside.

His expertise spans across but not limited to tax efficiency, property, fund management, passive income, education funding, and life protection. Leveraging strategic relationships and deep market knowledge, Simon helps clients maximize returns, reduce tax liabilities, and safeguard their wealth from inflation.

His Motto - "I work for you, whatever you need financially I will find it as your personal Financial Advisor”. More than just financial planning, Simon is committed to ensuring your lifestyle continues long after retirement, providing consistent, tailored advice that aligns with your future.

Qualifications & Awards

  • London Institute of Banking - LIBF Level 4 Diploma for Financial Advisers
  • Cyprus Securities and Exchange Commission – CySEC Advanced
  • Client Testimonial Award
  • Most Consistent Advisor Award

Regions

  • Middle East
  • Global

Years at Skybound

Simon has worked at Skybound Wealth since 2017.

Areas of Expertise

  • 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 Support Team

Jabir Sarharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Jenniezent Danas

Administrator

Karla Pasion

Adviser Support Leader in Global Partners

Watch Some Of Simon's Latest Webinars

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