top of page
HOME

When a large sum of money comes free, the wrong next step can be expensive.

I help experienced investors make calm, well-sequenced decisions before committing capital.
This is not about chasing returns. It’s about deciding whether, when, and how to move.
WHY
Why this movement matters?!
When capital is released from a maturity, sale, or autocall, the decision that follows often carries more risk than the market itself.
Most mistakes happen not from lack of options — but from poor timing, sequencing, or structure.
My role is to act as a structured second set of eyes before anything irreversible is done.
This is typically relevant if you are facing one of the following:
Maturing Portfolios
£100k+ in cash released from a maturing asset or fixed-term investment.
Structured Products
An autocall or structured product reaching a critical evaluation or decision point.
Capital Events
Significant capital freed after a business sale, annual bonus, or liquidity exit.
Cash Deployment
Substantial funds currently sitting in cash awaiting professional redeployment.
Residency Shift
A recent or upcoming change in residency affecting your capital deployment strategy.
If none of these apply, this review is unlikely to be useful.
RELEVANCE

How the review works

01
You outline the situation and timing
02
We review options, risks, and sequencing
03
If implementation makes sense, we proceed. If not, you leave with clarity and a documented decision.
We review options, risks, and sequencing
WORK
TARGET
This review is appropriate only if all of the following are true:
  • You have £100k or more available or becoming available
  • A decision is required within the next 6 months
  • You want a considered second opinion, not general advice
  • You are comfortable making a decision once clarity is reached
If that describes you, you can request a review below.
logopj.png

© 2026 All Right Reserved.

Privacy Policy

PJ Private Clients is a brand division of NEBA Private Clients.

All financial services offered in the United Arab Emirates are provided by NEBA Private Clients Financial Advisors LLC (Registration Number: 608025), regulated by the Securities and Commodities Authority (SCA), UAE, and authorised to conduct financial consultation activities with its registered office at Office No. 603, One by Omniyat, Business Bay, Dubai, UAE.

Insurance brokerage services are provided by Globaleye Insurance Brokerage LLC (Registration Number: 154), regulated by the Central Bank of the UAE and licensed to operate as an insurance broker. The registered office is located at Offices 2001–2005, Business Bay, Dubai, UAE.

NEBA Private Clients also holds regulatory authorisations in Singapore (Monetary Authority of Singapore – MAS), South Africa (Financial Sector Conduct Authority – FSCA), and Malaysia (Labuan Financial Services Authority – Labuan FSA). These licences apply only within their respective jurisdictions and do not extend to UAE activities unless cross-border exemptions apply.

For more information, please visit www.pj-privateclients.com.

Risk Disclaimer: Investments carry risk. Past performance is not a guarantee of future results. Investors should consider their risk profile and seek personalised advice.

bottom of page