thumbnail image
James Spence, a fee based financial advisor, Solving complaints to the Insurance Authority.  Helping with insurance, family protection, IHT tax planning, Savings and investments, and cost effective pension transfers.  Never worked for DeVere, Holborn, Guardian, Hoxton.
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • About Me
  • Services 
    • WOL
    • PPLI
    • Keyman Insurance
    • Cross boarder Tax
    • Family Office Support
    • Investments
    • Other Services
  • Private Pension Funds
  • Discounted Gift Trusts
  • Contact us
  • Blog
  • background image
  • Strategic Investment Advisory for Private Clients, Families & International Professionals

    We provide high-net-worth individuals, expatriates, business owners, and multi-generational families with independent investment advisory services that align capital, goals, and legacy. Whether your priority is long-term preservation, disciplined growth, or income stability, our role is to help you make informed decisions, reduce uncertainty, and maintain strategic control over your wealth.

    Our approach is personalised, research-driven, and structurally disciplined. We believe that portfolios must reflect your values, time horizons, and risk tolerance - not market noise. That is why every investment strategy we design begins with an understanding of who you are, where your wealth comes from, and what you want it to achieve for the future.

    A Tailored Approach to Strategic Wealth

    Unlike standard retail investment services that prioritise product placement, The Advisor works independently and without commission-based incentives. Your financial interests are the core of every recommendation we provide.

    Our investment advisory process begins by examining:

    • Your personal and family goals
    • Capital allocation requirements
    • Lifestyle and retirement needs
    • Liquidity expectations
    • Cross-border considerations
    • Regulatory or residency implications
    • Succession and legacy plans
    • Tax positioning alongside international exposure

    This holistic evaluation ensures that your portfolio is structured not only to grow but also to support all stages of life - from working years through retirement and intergenerational wealth transfer.

    Begin Your Investment Strategy Conversation

    If you would like to establish clarity in your investment approach, gain professional oversight, or integrate cross-border financial considerations into your strategy, we invite you to begin a confidential conversation.

    Contact us today to discuss how your investments can be structured to support your goals, preserve your legacy, and grow with purpose.

Contact

+971 50 496 7704

aya.pagnamitan@nebaprivateclients.com

Branch Location

Office 18, Abu Dhabi, United Arab Emirates

© 2011 - 2025

Privacy Policy
    Contact
    Call Us
    LinkedIn
Cookie Use
We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
Learn More