UK Qualified Independent Financial Advisor and Wealth Manager in Dubai, France & Italy
James Tucker (ACSI) is a UK RDR Level 4 qualified independent financial advisor in Tax, Investment and Risk. Specialising in private pensions and wealth investment management for expats living in Dubai, France and Italy, with help to structure their finances in a tax efficient way.
“ James approached my needs in a structured, organised and professional manner. My experience has been very good, as he took me from a very basic knowledge of money management to a level where I grasp the importance to be investing. He was very patient and always had a direct clear answer on any questions. I had delayed for years investing my hard earned money, and it was a leap of faith to do so. However, having seen the way James conducts himself in meetings it gave me the confidence I needed to stop sitting on the fence and enter the markets. Since I have, he is in regular contact so I know what is going on with my money and the World markets. I would most certainly recommend James.
“ Since having James actively manage my savings and retirement scheme our portfolio performance has increased significantly. He advised us in December 2015 that now is the optimum time to be buying Physical Gold and Oil as both would bounce back from their lows in 2016. His predictions came true. We saw substantial increases in our portfolio from the fund he selected, specifically in Gold and Oil. I was very nervous at first since other financial advisors have always pushed me into expensive managed funds that yielded very little after cost.
James, however, from the start was very clear on the fees and charges of the funds he was selecting and the rationale behind his investment strategy. Honestly, I was skeptical of his Gold and Oil picks since we all heard in the media and from friends of doom and gloom about these two asset classes and when you look at charts showing a constant downward slide of 5 years, it made me ask many questions. However, he was very patient and answered my questions very clearly explained his reasoning. Gold and Oil have rebounded in value and we certainly bought at the right time. It goes to show that you should use a financial advisor like James clearly knows his stuff and has everyone’s best interest in mind. I 100% recommend James for his objective, educated and passionate approach.
“ James is immensely knowledgeable and thorough, who approaches his work with an infectious humour and good nature. He is trustworthy and loyal, I would heartily recommend him.
“ James is a dynamic and proactive professional who always provides a really good service and is very personable and a pleasure to deal with.
“ James has recently taken over a wealth management portfolio and immediately impressed me with his knowledge in the field. He saved costs with immediate effect and has put in place a plan that has the potential to at least double the portfolio earning potential. I have no hesitation in recommending his services in, inter alia, wealth management, offshore investment, savings and associated investment, and retirement planning.
“ James has been the consummate professional in providing sound advice and offshore financial planning solutions for both our kids’ education & retirement planning. He always carries himself with a very high level of integrity and manages our dialogues with the expected confidentiality. We look forward to a long-lasting professional financial relationship with James.
“ James is an extremely driven individual who strived to give me and my Wife a first class service. He is very proactive and handled all aspects of our financial planning with high levels of due diligence and understanding. He was very patient with our time frames and always worked around our busy schedules. He always gave us confidence and we have built a strong relationship with him. Anyone wishing to plan their future should sit down with James, as he communicates very well and takes on board all concerns, reservations and priorities that we have. All in all a very intelligent and conversant character, with a great sense of humour.