Tailored Financial Solutions & Estate Planning in Abu Dhabi

Information for international families, entrepreneurs, and globally mobile clients. Explore specialized financial services at The Advisor, including estate planning, family protection insurance, UAE-compliant foundations, and reviews of existing products.

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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.

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Insurance solutions - tailored to fit your life.

Family Protection

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

Educational information only – not advice. Insurance involves costs, and any payout depends on the policy terms. Any advice is given only by Neba Private Clients after a full fact-find.

Understanding fees and charges

Second opinion service

Helping you understand the fees and commissions you have paid on your existing financial products.

Some policies carry several layers of charges, which are not always easy to see.

 A review can set out the charges on an existing product and whether any change is worth considering. Any recommendation is made only after a full fact-find.

Contact details

James Spence, Chartered MCSI, Partner, Family Office and Private Client Adviser

Arrange a meeting

Educational only, not advice. James Spence is a Partner, Family Office and Private Client Adviser, with Neba Private Clients. This website is published for general educational information only. Nothing on it is an advertisement, an offer, a recommendation or personal financial, tax or legal advice, and it should not be relied on as such. Tax rules depend on individual circumstances and may change. The value of investments can fall as well as rise. Case studies are hypothetical or anonymised composites and do not describe real clients or predict outcomes. Advice is only given after a full fact-find, under a signed client agreement with Neba Private Clients. Not directed at persons in any jurisdiction where its publication would be unlawful, including the United Kingdom.

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