NEBA Wealth Management Reviews 58

Daniel Morton has been my FA for over 7 years. I am very happy with the friendly services and clear advice provided.
He provides excellent quarterly reviews of investments and is proactive in suggestions for adjustments to suit my needs and risk profile.

Neil is very straight to the point and very professional. He explains the positives and possible negatives clearly. Communication is informal which I like. His enthusiasm for projects he believes in, for the well-being of his customer is honest and refreshing. I feel confident we will have a long and mutually successful relationship in the future.

I was happy with my previous advisor but decided to switch after being introduced to Neil Walters. After an informal meeting I was impressed by Neils extensive knowledge and experience and the fact that he put together a portfolio tailor made for my own personal requirements. I'm looking forward to working with Neil for many years to come.

Neil Walters has provided an excellent service and i am a very happy customer

Found Daniel to be straight, honest and knowledgeable, made no silly promises that haven't come true, enjoying the ride.

Daniel Morton is my FA for more than 10 years now. He has been helping me consolidate my investment into different products rather successfuly. We hold quarterly reviews in an open and transparent way. Daniel is proactive and answer any question right away. I would recommend investing with NEBA Wealth and Daniel Morton without hesitation.

I have been advised by Daniel Morton since 2018. I am very satisfied with the service provided by Daniel and NEBA Wealth Management. Good advise, good pro-activity and easy to follow-up the performance of my portfolio. Highly recommended

Great follow up and explanation from Antoine Lamoureux on my account situation and perspective.

Benjamin at NEBA Wealth Management has been my FA since I started working in the Asia region and has helped me consolidate, grow and position my funds for the future. He is proactive, open, honest and very knowledgable about the financial vehicles that are available and best suited to his clients needs. I have no hesitation in recommending NEBA Wealth Management as trusted financial advisors.

I've been with Daniel Morton since 2016. I didn't know what a real advisor was until I met him. Very thorough, good recommendations for the investments, always having the answers and ready for our reviews.

I've been working with Daniel Morton for around 2 years, He explains things very clearly and I am very happy with the way my investment has performed. Daniel is friendly and approachable and I would be happy to recommend his services to my friends and colleagues.

Daniel Morton has been my trusted financial advisor since 2013. He has always provided me with sound financial advice and never missed a quarterly review meeting. He stays on the ball monitoring my investments and proactively proposes well considered suggestions as to any adjustments subject to markets and the right products that helps keep me on track to reach my long-term financial goals. I have no hesitation in recommending Daniel as a very reliable financial advisor that actually does what he says

I have worked with Daniel Morton for many years and have always found his advice to be practical and honest and this has allowed my investments to grow even during the recent turbulent times. Very impressive.

I worked in the UK for over 20 years and was totally unaware of my entitlement to a Pension as I am now living overseas.
Mr Benjamin Sharvell, very kindly and successfully managed to claim this pension on my behalf.
My utmost appreciation and grateful thanks to Mr Sharvell for his tenacity, and perseverance .
Sincerest Thanks once again.

Excellent advice throughout my association with Ben Sharvell.
Always has the time and patience to deal with my wife and I.
Fully trustworthy and whats more is investing our wisely and making a good return, which its all about.

Extremely happy with the services provided by Daniel Morton at NEBA.
Communication is organised with quality regular calls and updates giving me the confidence my investments are well managed and in good hands.

Daniel Morton has been advising me on all matters financial for more than ten years now and I have nothing but praise for his efficient and friendly service and his excellent advice.

Follow up review. All facts and figures to hand, and all questions fully answered.