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David Neville
LLB (Hons), ACSI

Private Wealth Adviser

David is based in the UAE, he is a UK-qualified financial planner with first-hand experience of both living and working as an expatriate in mainland Europe and the Middle East, meaning he is perfectly placed to help you understand the challenges and opportunities you are likely to face whilst working overseas.

Having qualified through the Chartered Institute for Securities & Investment, David possesses a wide depth of knowledge, enabling him to work alongside international workers to help them achieve their short, medium, and long-term investment goals.

Whether arranging a wealth protection policy, or conducting a complimentary investment review, David takes the time to understand each client’s objectives and build a bespoke plan that helps turn their future dreams become reality.

Areas of Expertise

  • Retirement Planning
  • Pension Planning
  • Pension Analysis, Advice, Management
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Planning
  • Tax Structuring
  • Tax Advice
  • Investment Portfolio Management
  • Wealth Management
  • International Savings & Investment Options
  • Investment Review
  • Private Banking Advice
  • Property Portfolio Advice
  • High Net Worth & Ultra High Net Worth
  • Cashflow Forecasting & Modelling
  • Education Fee Advice & Planning
  • Private Client Wealth and Estate Planning
  • Insurance & Family Protection
  • Lifetime Allowance Planning
  • Complex Multi-Jurisdictional Financial Planning

Qualifications & Awards

Bachelor of Laws (Hons) CISI Diploma in Investment Advice

Regions Covered

  • Middle East
  • Worldwide
  • Europe Excluding UK
  • Africa
  • Asia

Recognition