David Nelson
David Nelson
With a number of years experience in the financial industry, I've discovered that I enjoy working closely with individuals to create financial plans and solutions that are as unique as their individual needs and aspirations.
I'm committed to simplifying the complexities of financial planning, making it accessible, and ensuring that clients fully understand the reasoning behind my recommendations.
About
I believe in building long-term client relationships, with face-to-face meetings and reviews where client commitments allow, to truly understand their motivations and goals, in order to deliver options that align with their changing financial needs.
I strive to provide specialist support to individuals within the expat communities across the Dubai region, by creating bespoke tax efficient investment planning and retirement strategies, alongside repatriation of assets if the time comes that you and your family decide to leave the UAE.
Whilst I work for St. James's Place (Middle East) Limited in the United Arab Emirates for my clients, I also have a team in the UK via the licensed Founding Partner Practice, Sage Wealth Management. You can find out more about Sage Wealth Management by clicking here: https://sagewm.co.uk/.
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More about St. James's Place
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.
