NEBA Wealth Management Reviews 

56
TrustScore 3.5 uit 5

3,7

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Lees wat reviewers zeggen

Beoordeeld met 1 van de 5 sterren

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.

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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.... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijfsgegevens

  1. Financieel adviseur
  2. Alternatieve financiële diensten
  3. Financiële instelling
  4. Financiële planner
  5. Investeringsmaatschappij
  6. Beleggingsadvies

Geschreven door het bedrijf

Meaningful and Transparent Wealth Management Advice NEBA Wealth is a fully regulated financial advisory firm providing clear, accessible, and affordable financial advice to clients worldwide. The firm offers an initial complimentary discussion, allowing clients to explore their options with confidence. NEBA’s specialist advisers deliver holistic and unbiased advice tailored to individual circumstances, covering areas such as investments, life insurance, savings, financial planning, retirement planning, pensions, and related services. The approach is structured, client-focused, and aligned with regulatory best practices. Global Presence Malaysia – Kuala Lumpur Vietnam – Ho Chi Minh City Thailand – Bangkok & Pattaya China – Shanghai Philippines – Makati Mexico – Mexico City Botswana – Gaborone Japan – Tokyo (Marketing Office) Singapore – Group Head Office


Contactgegevens

3,7

Gemiddeld

TrustScore 3.5 uit 5

56 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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3,7

Alle reviews

(56)

0 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Over the years

Over the years i have learnt to value and trust the many years of experience and knowledge that Mr Pearce has accumulated . His sound advice and professional attitude has guided me onto a very profitable path with my investments . It was a very good day when i met him and i am sure our Journey will continue for many more years . I highly recommend him and his dedicated staff who have also served me so well .

29 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Kevin Pearce

Kevin is trustworthy, knowledgeable and straight forward, which are great qualities on a financial advisor. We have only recently started working together but I look forward to the years to come.

28 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Trustworthy and Professional.

I have known Kevin Pearce since May 2019 when he introduced himself to me exactly when I was considering a new pension investment advisor. Friendly, knowledgeable guy with a wealth of knowledge and he has negotiated a change for me as I recently retired and moved back to the UK after over 20 years working in Asia. A good man and recommended if you are looking to invest or improve your current portfolio.

26 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Great Professional Service

Great professional service from Daniel Morton. Knows the investment market, details and data very well. The advice and reports given is always clear, concise and transparent. And always on the end of the phone if there's a problem.

22 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

New client - Kevin Pearce

Since taking me on as a new client earlier this year, NEBA Wealth and the representation through Kevin Pearce has been excellent. Despite my various global moves, Kevin has kept in touch and monitored my portfolio well. It is good to have a regular reminder of what is at stake for myself and my family in the short to long term. I hope we can take things forward together. Thanks.

20 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Kevin Pearce

I have known Kevin for quite a long number of years and are very happy that that only has he protected my investment over the current situation but has continued to have them grow in value.

18 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Kevin - Top Rated Financial Advisor

I've been working with Kevin for a few years already. He is a true professional and very consistent with his communication, updates, and advice. He is very responsive and always available. This gives me a strong confidence in trusting him to manage my finances.

15 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Kevin - a true professional

Before I met Kevin my pension money was sitting doing nothing - for which he has berated me regularly! Once I turned it over to him it is now steadily growing and being very well managed, and I am confident in his skills as a financial adviser. A couple of times in the past two years, which have not always been easy, I have had to contact him to ask to release some of the money, and the process has been completely professionally overseen so that I could move forward confidently. I am very grateful for all he has done, and will stay with him and recommend him to my friends.

14 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Really listens and acts

Kevin has been great to work with over the years. He is very responsive and also listened to my requests to invest in more ethical funds and guided me in how to do so. I'm very happy with my decision to work with him.

13 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Kevin has been helping me for the last…

Kevin has been helping me for the last couple of years in managing my finances and planning for the future. He is very knowledgeable and has been very professional in our dealings and is very responsive to our needs.

13 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Kevin Pearce

Kevin Pearce has been my Financial Manager from before he joined NEBA.
He has constantly given me excellent advice and assisted in moving some of my finances to make them more worthwhile for me
Thanks to him I am now enjoying my retirement without worrying about finances.

13 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Happy to be working with them

I have been working with Daniel Morton for over 2 years now. I have the luck of living at the same city as he does so we could have regular face to face conversation about my investments and all the information was always very clearly explained and consulted to obtain the most profitability for my funds. Daniel is a trustworthy man and always looks for the interests of his clients and I would recommend nobody but him and NEBA Wealth Management to work with.

1 oktober 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Daniel Morton Neba Wealth

Daniel Morton has been my financial advisor since 2014. I believe a successful relationship with a financial advisor is based on trust, expertise and reliability. Daniel is an excellent advisor, providing suitable recommendations that fit my risk and life style requirements and that have yielded good returns over the years.
I appreciate and enjoy the regular meetings I have with Daniel to review and fine tune my holdings. He is also an excellent resource for all things expat in Saigon.

13 september 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Daniel Morton

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.

10 september 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Professional

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.

7 september 2021
Review zonder uitnodiging

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