• UK Qualified
    Financial
    Advisor
    James Tucker (ACSI)

    Chartered Institute of Securities and Investment Qualified Independent pension and financial advisor in Dubai, UAE

() () () () () () () () () () () () () () () () () () () () () () () ()

UK Qualified Independent Financial Advisor and Wealth Manager in Dubai

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, UAE, with help to structure their finances in a tax efficient way.

Client Testimonials

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.

Alan Robertson
Alan RobertsonOperations Manager

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.

Rena Chidiac-Farish
Rena Chidiac-FarishVice President Asset Management

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.

Ian Fielding
Ian FieldingSenior Project Manager

James is a dynamic and proactive professional who always provides a really good service and is very personable and a pleasure to deal with.

Ryan David
Ryan DavidAssociate Solicitor

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.

Chris RichardsLaw Enforcement Executive

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.

Miles van Rensburg
Miles van RensburgVice President

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.

Richard Kelly
Richard KellyStanford Resourcing Limited

Wealth Management and Financial Advisor Services

See below for a comprehensive list of Wealth Management and financial Adviser Services that I offer.

Pension Transfer

If you wish to perform a Pension Transfer, there can be many benefits. However first it is important to get pension advice and decide what type of Pension Transfer is most appropriate for you. There can be pitfalls if you don’t get FCA approved advice. A pension transfer into a UK SIPP or Offshore QROPS are both available and can be completed once the appropriate pension advice has been given. All advice given on Pension Transfers is FCA Regulated and a full report is signed off by a fully qualified UK Chartered Financial Planner.

Fee based Financial Investment Advice

Is your current Pension or Investment not growing or losing money?

Fee based Investment Management Service is available.

Property

International property presents stable returns across the globe. Before buying a property there are many key areas for consideration.

Fixed Income Products

A fixed-income security is an investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity.

Structured Notes

A structured note is a debt obligation that also contains an embedded derivative component with characteristics that adjust the security’s risk/return profile.

Mutual Funds

A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities.

Bonds

A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate.

Trusts

A trust is a fiduciary relationship in which one party, known as a trustor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiary.

Currency Exchange

The exchange rate that a currency exchange quotes is typically close to the spot rate, although the exchange will adjust this rate somewhat to ensure that it makes a profit on the transaction.

More about James Tucker

James Tucker is a UK RDR, OfQual Level 4 qualified independent financial advisor and wealth manager who gives advice to clients on asset management, investments, pension transfers, estate planning, dependents guardianship, medical cover, life and critical illness insurance, property purchases, and mortgages, investment, risk, tax and securities. With a deep understanding of market fluctuations, conditions and influencers, he has dedicated his professional career to help structure clients finances in a tax efficient way and achieve their long term goals.

James worked in Hong Kong as a financial advisor and was fully qualified and licensed by the Hong Kong Confederation of Insurance Brokers (CIB) and the London based Financial Services Professional Body (CISI) – Chartered Institute of Securities and Investments.

James has successfully passed the CISI UK RDR Level 4 exams in Investment, Tax and Risk for personal Wealth management. Certificate License 11984322.  James is an associate of the CISI member ship number 180928.

Now based in Dubai, UAE, James has excellent experience with Pension transfers, banking and financial products (Mutual Funds, ETF’s, Bonds, Structured Notes, Premier accounts, Property investments, etc.)

International markets constant analysis and updating in order to offer bespoke individual financial advice and build specific portfolios.

James is a former British Army Officer and prides himself on simplifying and demystifying financial services and investment options available to expatriates. He in particular specializes in taking over pension transfers and investment portfolios that are being managed or neglected by other financial advisers that are not performing well. He has developed a strong reputation for quickly turning around under performing pension and investment funds into growth.

Property and International mortgages are a specialty and anyone wishing to seek a property purchase in the UK, Germany, United States and Australia.

The information and content on this website was prepared and drafted by James Tucker in his personal capacity. The opinions expressed in this website are the author’s own and do not reflect the views of Finsbury Associates. Finsbury Associates are not responsible for the use or reliance upon any of the information contained herein. 

Get in touch