NEBA Wealth Management Reviews 56

adviser angry for my decision to withdraw my funds, terminating abruptly the phone call. Now I can't get my money out of my Ardan portfolio as he won't make himself available. USD 22000 hijacked.

We are really happy with Ben's professionalism and friendliness. He is very trustworthy and very patient. He makes sure we understand what is going on with our investments and how we need to proceed. We could not recommend him more highly. He goes beyond his role to make sure we are able to deal with life crisis.

We started using Benjamin Sharvell as our Financial Advisor about 12 months ago, and he's been absolutely fantastic. With his guidance we've been able to navigate the tricky waters of international investments and banking as an expat. He's a lovely, down-to-earth fella with a wealth of knowledge who never seems to run out of patience...despite having to deal with our complete lack of understanding about all things investment related.

Daniel Morton from NEBA has been an essential partner in my financial journey. His tailored approach, deep expertise, and proactive yet friendly guidance have provided me with clarity and confidence in securing my financial future. Highly recommended.

This is a review for Benjamin Sharvell who is my family financial consultant since 2020. My partner and I are very cautious about any financial services, may be its a cultural thing, but Ben was the first one who we trusted. He was patient with us explaining life assurance plans, saving plans, stocks and other ways to save money for the future. He helped us to open an account in UK bank, so in such turbulent times we were able to keep our savings safe. We are expats in Vietnam and the country financial policy is very complicated, it is hard to move any currency abroad. But Ben got us few decent solutions how we can send money we earned to our bank account and how we can save money for the future. What I like about Ben is that he thinks strategically. Once he understands the current situation and the long-term goals, he offers relevant solution. It is very valuable for us. We also became good friends with him so it's always a pleasure to meet with Ben just for a coffee. I can definitely recommend Ben and actually I already doing it to my friends.

Daniel has been my FA for many years. Has helped me manage my investments / portfolio with great effect. Would thoroughly recommend Daniel.

I've worked with Daniel now for over a year and I had an excellent experience so far. He is trustworthy, knowledgeable and straight forward. I always enjoy our quarterly follow ups.

Great experience so far. Great agents (thanks to Mr Will Knight for your fabulous help), quick and trustworthy service and hopefully (in a few years time) great results.

Results speak louder than words. Kevin provides useful & beneficial advices. Trustworthy & honest.

Daniel Morton has been my financial advisor since 2016. He is a great professional with excellent knowledge of global markets. Questions are always answered promptly at the meetings, with patience and details clearly explained. He is well organized, and any pending situation is followed up and resolved as soon as possible. I truly recommend Daniel for financial advisory services.

Daniel has done a great job for me over the last 5 years. It is rare to find a financial advisor who has your best interest as his priority and this is why I recommend Daniel. His prudence has also kept me from making mistakes with some of my wilder investment ideas.

Daniel us been a trusted advisor and I hold complete trust in his guidance.
He has always answered any questions and always has explained any choices he decides are beneficial to my financial status
Good all round advice

Daniel has been an excellent advisor to me over the years. His knowlege of global markets is truly impressive, and he is constantly helping manage my portfolio, adpating and advising to changes in the market conditions.

Daniel Morton is professional and diligent. He has good mastery of the market and always the best suggestions to manage my portfolio. He’s trustable with nice sense of humour.

Robert and Paul have been great all along
It’s a very personalized service

Benjamin Sharwell has been managing my finances for the past three years. He is trustworthy and willing to share advice/update on investments and explain the markets if you are interested. The results have been amazing, I can highly recommend his services. He is patient and has options for those who want to invest in more equitable or green funds.

Kevin was an excellent consultant. I always had the feeling that consulting was based and what is best and most reasonable without me having the feeling to consult for investments in own interest.

Daniel has being since our first contact a very reliable and proactive professional, supporting on the difficult decisions related to investment and personal planning. From the practical point of view, very happy with the results so far.

I have worked with Daniel for well over 2 years. My initial investment brought in an amazing percentage that increased my trust in his investment knowledge. Focused, efficient and totally aware of Global markets, a personable guy I would have no hesitation in placing further business with Daniel.

Great professional and friendly service from Daniel Morton. Knows the investment market, details and data very well. Good advice and reports given, are clear, concise and transparent. And on the end of the phone if there's a problem. Very friendly and outgoing personality.