My name is James Spence, and I am a UK Level 4 qualified financial adviser, as well as a member of two professional bodies, both the CII and CISI. My expertise lies in structuring international wealth solutions, ensuring tax efficiency, and navigating complex regulatory landscapes across multiple jurisdictions.
Many family offices I work with lack in-house expertise that is up to date with the latest financial regulations and best practices. My role is to bridge that gap - collaborating closely with family offices to upgrade their internal knowledge and implement sophisticated financial strategies that align with their long-term goals.of a div block.
As part of a private client network of independent financial advisers, which is ultimately listed on the London Stock Exchange, I have access to a global network of licensed offices, including in the UAE, where we hold both SCA and IA licences. This allows me to provide fully regulated financial advice to UAE residents while leveraging our international framework to deliver seamless cross-border solutions in key financial hubs such as the UK, Singapore, and South Africa.
I operate on a fair and transparent pricing model—charging based on the value I add rather than relying on traditional commission structures seen commonly in the UAE. Whether through a flat fee, an hourly rate, or a percentage of assets under management, my focus is always on delivering strategic, client-first financial planning.
I aim to develop a deep understanding of each client’s unique needs, assisting them with cross-border tax structuring, wealth preservation, and long-term financial planning that secures their legacy.
If you require independent financial advisor services in Abu Dhabi backed by a global and fully regulated framework, I invite you to connect with me. Let’s build a strategy that ensures your wealth works effectively for generations to come.
