Financial Advice
Savings & Investments
The UAE offers expats an unbeatable lifestyle with tax-free earnings, world-class amenities and lucrative investment opportunities. But as amazing as it all sounds, traversing the financial landscape successfully here can get tricky without the right support.
Whether you’re a young professional just starting out, a family putting down roots, or gearing up for retirement, having an expert on your side can make all the difference in securing the future you want.
We’ll help you create a strategy that maximises your earning potential during your time in the UAE. Whether you’re staying long-term, moving to another country, or planning to repatriate, a clear financial plan ensures you’re ready for whatever’s next.
Let us take the guesswork out of your finances, speak to a trusted expat financial adviser today.
Firstly, a financial adviser will understand your financial obligations. Many of our advisers live or have lived in the UAE or abroad, so they know your situation from first-hand expat experience. For example, just because the UAE doesn’t tax your income doesn’t mean other countries won’t. We help you understand your requirements when it comes to cross-border tax complexities, as well as how best to build savings and invest your hard-earned money.
The right investment strategy can help you make the most of your time in the UAE, whether it’s saving for retirement or growing your wealth. We create custom investment strategies for our clients, which take advantage of opportunities in the UAE and global markets. Whether you’re a first-time investor or have a seasoned portfolio, we’ll help you make smart, informed decisions.
Living in the MENA (Middle East and North Africa) region can bring many benefits, but many challenges too. Many institutions people take for granted in their home countries don’t work the same way in the UAE. For example, pensions, education, healthcare and insurance can often be difficult to source.
Whether you’re staying abroad long-term, moving on, or eventually repatriating, a clear financial plan ensures you’re prepared for what’s next.
In a 2024 survey of UAE nationals and expats, 63% of respondents said they’d be inclined to seek professional financial advice in order to reach their financial goals, according to National Bonds.
The thought of spending your entire life working, only to see a significant portion of your wealth go to taxes, can be frustrating. Fortunately, we can help to reduce or even eliminate this tax burden.
Retirement planning is about maintaining the lifestyle you’ve worked so hard to achieve, even when your salary stops. After all, it’s not what you save, it’s when you start saving that matters.
From updating your tax status to preparing for tax liabilities on existing investments, we can help prevent a large chunk of your wealth from falling into the hands of the tax man.
Mortgages can be complicated. But Skybound will search hundreds of options to find the most suitable mortgage for you and your individual needs. Whether you’re a first-time buyer, moving home or looking for a re-mortgage, we’ve got you covered.
When it comes to your pension, you have lots of options. From leaving your pension in the UK to transferring your UK pension into a QROPS — we can support you in making the right financial decisions for your future.
A bond is a vital part of any well-balanced portfolio and can provide a good source of income. Establishing a portfolio bond is a straightforward process, which Skybound Wealth can guide you through.
At Skybound Wealth, we craft expat-specific expertise for those living in Dubai, the wider UAE and further afield. We understand that no two clients are the same, that’s why we offer advice tailored to your goals, lifestyle and future plans.
We have a proven track record of success; our team has helped thousands of expats secure their financial futures, earning a reputation for trust and reliability. After all, we’ve been offering bespoke financial advice for expats for over 20 years. With expert, independent financial advice tailored for your circumstances, you can be confident in the choices you're making with your money.
Combining a wealth of experience, with global coverage and local knowledge, we provide global, client-conscious financial advice for a vast array of clients with different needs.
Paul Richardson
Dubai - UAE (IA)
I have been working with Simon Athwal for the past 3 years. He is extremely knowledgeable and I feel confident in the advice and guidance he has given me. He demonstrates a high degree of credibility and attention to me and my portfolio and I am happy that my investment fund is being well looked after and it is in the best hands to promote the growth I am looking for. As such I would like to highly commend Simon and his team at Skybound. Keep up the good work!
Michael Merrick
Dubai - UAE (IA)
Simon Athwal is an exceptional member of your team. He took over my Zurich Vista account approximately a year ago and has transformed my outcomes. He was honest and clear throughout. We agreed on my level of risk and his recommendations were reliable and well researched. I am very pleased with his level of service and hope to continue to be his client. Thank you Simon.
Sébastien Mangeant
Dubai - UAE (IA)
I just completed a transaction thanks to the support of David Henson who really got involved to such a point that it totally made feel supported and trusted i was getting all the required data to make my choice. It was my first experience with this company and if all advisors are of the same caliber then i can only vouch for the quality of the overall portfolio they offer.
Don’t leave your financial future to chance. Our experienced advisors are committed to providing top-tier service and clear, actionable advice. Reach out to us today to schedule a consultation or to learn more about how we can help.
If you don’t fancy giving us a call, why not fill out a form for a callback?
Do you need more information about our financial services? Feel free to browse through the latest news and advice for our expats in the UAE!