NEBA Wealth Management Reviews 56

I knew Daniel before he moved to Neba. So his service and attention are consistent. I expect that to remain the same at Neba.

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 .

Will is always very responsive and helpful. Give me financial advice from a different angle as me which helps me a lot.

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.

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.

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.

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.

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.

Daniel has been my financial advisor for the past 9 years and I appreciate his regular updates on my portfolio and the market situation.

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.

Kevin has been my financial advisor for more than 6 years. He is very prompt in handling my inquiries. With him I feel safe in my investment, this helps me to stay focus on my jobs. Therefore, I follow him wherever he is. That's the confidence he gave me.

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.

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.

Kevin is always available, he is attentive to your requests and very responsive.

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.

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.

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.

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.

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.