Expat Financial Advisers in the UAE

Living and working in the UAE as an expat comes with exciting opportunities, but managing your finances in a different country isn’t always straightforward. From understanding tax obligations to planning for retirement or investing in global markets, there’s a lot to consider.

That’s where we come in. Our expert advisers create personalised strategies to match your goals, so you can enjoy the benefits of expat life without worrying about your finances.

From our offices in Dubai & Abu Dhabi, we offer awarding-winning, independent and internationally regulated financial planning and pension advice for you and your family. With a long history of providing advice in the region,

Learn More About Skybound Wealth

Why You Need an Expat Financial Adviser in the UAE

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.

What an Expat Financial adviser Can Do for You

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.

Our Investment Approach

Inheritance Tax Planning

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.

Plan for inheritance tax

Retirement Planning

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.

Start retirement planning

Repatriation

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.

Get a head-start on repatriation

International Mortgages

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.

Get international mortgage advice

UK Pension Transfer

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.

Transfer your pension

Portfolio Bonds

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.

Diversify your investments

Speak to an Expert Today!

Talk to an Adviser

Why Choose Skybound Wealth?

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.

Speak to an expert

Check Out Our Reviews

Over the years, we’ve amassed a wide variety of clients with a diverse range of needs. We’re proud to have a long history of reviews that reflect the work we put in to seeing these clients financial dreams come to fruition. So, if you want to know more about us, there’s no better place to look than at our reviews.

Your journey to financial freedom starts here.

C

Dubai - UAE (IA)

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July 20, 2022
Chris Ellis

I have found all my contacts with Skybound Wealth very good indeed. They normally respond to my emails within a very quick timeframe even sometimes over a weekend. Yes I do know the difference between middle east weekend and a Spanish one.

Andrew

Dubai - UAE (IA)

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July 20, 2022
I have been connecting with Chris Ellis...

I have been connecting with Chris Ellis for a few years now, and I appreciate his open and realistic opinions on where the portfolio will go and when and where changes are required. Easy to work with, and no pressure to review just for the sake of it... Efficient and works to my needs, appreciated and thanks. Andrew

Leslie Traynor

Dubai - UAE (IA)

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July 4, 2022
Skybound Wealth Management and Simon Athwal

I use Skybound Wealth Management because I believe in them. They offer me a financial service that is one of the best on the market. I had an online meeting today with Simon Athwal, who is a senior advisor at Skybound Wealth, and the meeting went very well. He was very helpful and answered all my questions concerning my investments. I believe he had my interest at heart and offered me a good advice in the time of world uncertainty. I meet him twice a year and if I have some questions, I can send him an email and he responds quickly. I would definitely recommend the company and Simon Athwal.

Get in touch with Skybound Wealth Management

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?

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  • Lifestyle Financial Planning
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Frequently Asked Questions

Why do expats need specialised financial advice?

Expats often face challenges that residents don’t — like managing tax differently, understanding local regulations, and planning for retirement with different pension options. Our specialised advice ensures these complexities are handled with ease.

How does UAE’s tax system impact my finances?

While the UAE doesn’t impose income tax, you may still have obligations in your home country or other jurisdictions. We help you stay compliant and minimise liabilities.

Can you help with investments outside the UAE?

Absolutely. Our expertise spans global markets, ensuring your investment strategy is diversified and aligned with your goals.

Check Out the Latest News and Financial Advice for Expats

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!

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  2. Responsible Investment Portfolios E-Guide
  3. Estate & Succession Planning Strategies for Expats In The UAE