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Adviser Corner
Property Decisions: Mortgage or No Mortgage?
Simon Athwal explores whether to buy property outright or take a mortgage. Expert advice for expats in Dubai considering international property investments.
January 20, 2025
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 theClient 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 501/0114/6
Areas of Expertise
- UK / International 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
