Roy Walker is a senior wealth manager at Skybound Wealth Management, which has offices globally and manages over £1 billion in assets. Walker has over 20 years of experience in finance and engineering and is based in Abu Dhabi. As a financial advisor, he helps clients with retirement savings, education savings, property investments, business ownership, wealth management, and financial protection. Walker's role is to understand a client's financial situation and priorities, research the market for recommendations, create a customized plan, handle paperwork, and provide regular reviews. The financial planning process involves a needs analysis, researching solutions, preparing a recommendation and plan, discussing options with the client, and ongoing monitoring and reviews.

1. Roy Walker and
Skybound Wealth Management
Introductions

2. Copyright
©
2021
Roy
Walker
Credentials
SKYBOUND – Global Advisory Firm
o Founded in UK more than twenty years ago
o Offices in London UK, Sheffield UK, Geneva CH,
Miami USA, Henderson USA, Dubai UAE, Abu
Dhabi UAE
o Fully licenced and regulated in all jurisdictions
we operate
o GBP £1bn assets under management
o Global infrastructure for expert, qualified
financial planning and wealth management
o Independent, unbiased advice
o Effective, client-oriented solutions
ROY WALKER – Senior Wealth Manager
o Aged 55, from UK, father to six
o Started in engineering (M.Eng); then MBA in
Finance, 1992, from Imperial College, London
o Corporate background – several acquisitions & two
IPOs
o Lived and worked over twenty years in SE Asia,
including 7 years in Singapore
o Well known in the industry – awarded Best
Financial Advisor 2018 by the Financial Planning
Association of Singapore
o Now based in Abu Dhabi, taking care of my clients
all over the world

3. Copyright
©
2021
Roy
Walker
My Role As Your Financial Advisor
Your Needs
Retirement Savings
Children's Education
Property
Own Business
Wealth Management
Financial Protection
The Financial Industry
> 40 Offshore Domiciles
> 200 Providers, Platforms &
Structures
> 125,000 Investment Funds
> Millions of possible savings &
investment options
My Job
Understand your financial situation
and priorities
Research the market to make a
recommendation
Create a plan to match your objectives
Handle the paperwork
Review with you on a regular basis
Your Criteria
Tax Efficient
Secure
Portable
Control
Flexible
Confidential
You Your
Advisor

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2021
Roy
Walker
Financial Planning
o Identify the financial resources you need for retirement and other goals, create a plan and work it
with you, to ensure you can live the life you want without running out of money
Tax Saving Structures
o Use cost-effective tax-wrappers to legally mitigate liability for capital gains tax and future income
tax, wherever you may live in the future
Retirement Savings – Pensions & Superannuation Schemes
o International employers generally don’t contribute to their expat staff pensions – find out how to fill
the gap for tax-efficient disciplined regular savings
Lump Sum Investing and Wealth Management
o Get your cash and investment assets working more effectively for you, diversify globally to obtain
the growth rates you deserve, and balance risk with suitable returns in line with your investor
profile
Family Protection and Legacy Planning
o Make sure your obligations are taken care of if something happens to you unexpectedly; and set up
a future plan to efficiently pass on wealth to the next generation
How Can I Help You?

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2021
Roy
Walker
Needs Analysis – ‘Fact Find’
o Financial planning workshop to review your circumstances and objectives for the short, medium
and long term
Solutions Research
o I research the market to identify options that match your brief
Financial Plan & Recommendation
o I prepare your personal financial recommendation including investment portfolio if applicable
Discuss and Consider Options
o We discuss and review options so you can decide your preferred solution
Put Plan Into Action
o I guide you through the application process and handle the paperwork
Ongoing Monitoring, Periodic Updates and Reviews
o I tailor my service around your requirements
The Financial Planning Process

6. Copyright
©
2021
Roy
Walker
Resources
Watch An
Explanatory
Video
Download The
Questionnaire
Check Your
Investor Risk
Profile Online

7. Thankyou for your interest
Roy Walker, M.Eng, MBA(Fin.), DIC
Senior Wealth Manager
+971 52 782 9850
roy.walker@skyboundwealth.com
roy@roywalkerwealth.com
Click to WhatsApp Me