James Spence Email & Phone Number
Partner - Family Office and Private Client Adviser @ NEBA Private Clients
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James Spence Location
- Abu Dhabi, Abu Dhabi, AE
James Spence Work
- Partner - Family Office and Private Client Adviser @ (March 2024 - Present)
- Vice President @ (August 2015 - Present)
- Senior Wealth Manager @ (February 2011 - August 2015)
- Co-Founder and Director @ (February 2016 - December 2020)
- Chapter Director - Abu Dhabi @ (June 2015 - May 2016)
- Membership Committee Cordinator @ (September 2014 - January 2015)
- Member @ (January 2014 - January 2014)
- Royal Enginners (EOD) @ (November 1998 - December 2010)
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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