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James Spence Location
Abu Dhabi, Abu Dhabi, AE
James Spence Work
2024 -now Partner - Family Office and Private Client Adviser @
2015 -now Vice President @
2011 -2015 Senior Wealth Manager @
2016 -2020 Co-Founder and Director @
2015 -2016 Chapter Director - Abu Dhabi @
2014 -2015 Membership Committee Cordinator @
2014 -2014 Member @
1998 -2010 Royal Enginners (EOD) @
James Spence Education
Kent Institute of Art & Design
Fine Art and Photography (Fine Art and Photography)
1994-1996
West Kent College
Art & Photography (The WKC Photography Group)
1992-1994
Hayesbrook Secondary School
GCSE (4 As, 2 Bs, 3 Cs)
1987-1992
James Spence Skills
QROPS
Estate Planning
Financial Advisory
Financial Planners
SIPP
Pensions
Insurance
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Critical Illness
Investments
Finance
Investment Advisory
Wealth Management
Strategic Financial Planning
Savings
High Net Worth Individuals
Offshore Banking
Risk Management
Iht
Holistic Financial Planning
Wealth
Protection
Management
Inheritance Tax Planning
CRM
Future Trends
Renewable Energy Markets
James Spence Summary
James Spence, based in Abu Dhabi, Abu Dhabi, AE, is currently a Partner - Family Office and Private Client Adviser at NEBA Private Clients. James Spence brings experience from previous roles at NEBA Private Clients, Libra Project Asset Management and BNI Global. James Spence holds a 1994 - 1996 Fine Art and Photography in Fine Art and Photography @ Kent Institute of Art & Design. With a robust skill set that includes QROPS, Estate Planning, Financial Advisory, Financial Planners, SIPP and more. James Spence has 1 mobile phone numbers on RocketReach.
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