Simon Athwal is prompt, sharp, has regular catch-up's, and done wonders to my portfolio

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.

January 20, 2026

Warren Van Zyl

Simon Athwal

DipFA

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.

More About Simon

Financial advice for British Nationals and International workers from our offices around the globe.

Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading International Independent Financial Advisory Company. For over 20 years, we have been providing global client-conscious financial advice.

Through a combination of passion for what we do, a desire to innovate and our ambition to define the future of the offshore advice industry, we aim to be the anchor that keeps you grounded whilst allowing your investments to soar.

We do this by delivering bespoke financial plans for the immediate future and for the long-term security of you & your family. This means you can live for today, knowing tomorrow is taken care of.