James Spence
High Net Worth
Financial
Advice
Specialist advice for Private clients & Family offices
Estate Planning
Efficient transition of your wealth.
Please take a look at the video that gives an example of what we can do to help you. We consider and help structure Foundations, Trusts, and life insurance solutions to solve complex estate planning challenges.
Family Protection
Insurance solutions - tailored to fit your life.
Insurance is one of the key parts of your financial planning. Types of insurance include:
- Term Life Insurance
- Mortgage Decreasing Term Insurance
- Critical Illness Insurance
- Total Permanent Disability insurance
- Whole of Life
- Variable Universal Life
Chat with us here to get your quote. If you have a quote from another company, send it to us and we will beat it.
Foundations
Compliant with the rules of the UAE
Second opinion service
Helping you understand the fees and commissions you have paid on your existing financial products.
We come across multiple cases every year referred to us from our clients where people have policies with other advisors, often they are double charged and on occasion triple charged on their portfolios.
I provide a free policy review and will carry out a detailed cost analysis on any investment product held and recommend a solution only if one is needed.
Impact Investing and ESG
Every investment you make will either have a positive or a negative impact on the future of the planet.
It is through the understanding of the fact that no investment is neutral of impact brings us to the awareness that we all have the responsibility to make sure that how we invest in today is not to the detriment of the Planet and that investments can have both a positive impact on the Environment and society as well as make a market rate of return.
There are few advisors in this space, I am a member of GIIN the Global Impact investment network, and often invited to speak at event about impact investing.
