NEBA Wealth Management Arvostelua 

I was introduced to James Wright through a colleague and decided to meet with him to discuss my finances.

We went through a detailed fact-finding process, and I found James to be very professional and thorough. He asked a lot of questions to properly understand my circumstances, what I wanted to achieve, and importantly, how much risk I was comfortable taking.

A couple of weeks later, James came back to me with his recommendations. I decided to go ahead with what he suggested, and the rest is history.

I can honestly say that I feel I'm in very comfortable hands. One thing I particularly appreciated was that I made it clear from the beginning that I wasn't a high-risk investor, and James respected that. I never felt like he was trying to sell me different products or push me into something that wasn't right for me.

I'd previously sat down with another adviser before meeting James, and the experience with James was completely different. I felt that he actually listened to what I wanted and based his recommendations around me.

Very happy with the service and would happily recommend James to others.

I had a really positive experience working with James Wright as my financial advisor. He was professional, knowledgeable, and, most importantly, took the time to understand my situation rather than simply pushing a one-size-fits-all solution.

He explained everything clearly and patiently, making what could have been a complicated process much easier to understand. I also appreciated how responsive and approachable he was; I always felt that my questions were taken seriously.

I would definitely recommend him to anyone looking for a reliable financial advisor.

I’ve known James Wright for over 10 years, and around five years ago I decided to trust him with my personal financial planning. Since then, I’ve been dealing with Neba Wealth and have been really impressed with the service.

James is thorough, knowledgeable and, most importantly, someone I trust. He’s helped me put protection in place for my family, save towards my children’s university education and plan for my retirement.

What I like most about James is that he never makes you feel pressured into doing anything. We had a genuine friendship before I became a client, and when the time was right, I approached him. He took the time to understand my situation and explain everything properly.

He also keeps me regularly updated, which gives me real peace of mind knowing my finances are being looked after.

I’d have no hesitation recommending James Wright to anyone looking for a trustworthy and professional financial adviser.

Lee Pyle

My experience with James Wright

I’ve known James Wright for around nine months. As I was approaching 30, I wanted to start taking my financial future more seriously, so I opened an investment account with him.

I’m naturally sceptical and questioned his advice a lot—even running it through AI. James patiently explained everything, addressed my concerns and never pressured me.

He’s also helped me with personal and business problems outside of finance. His advice has genuinely changed how I approach certain things and has had a real impact on my life.

I’m not the easiest client, but James has always been patient, honest and available. I’d happily recommend him and NEBA.

I’ve known James Wright for quite some time now, and we first connected after I read his book. I was very impressed with his knowledge and the way he approached financial planning.

Initially, James simply helped me set up my Interactive Brokers account and get everything in place. What stood out to me was that there was absolutely nothing in it for him financially — he didn’t charge me or receive any commission. He was simply happy to help.

Later, we sat down and looked at my wider financial position and realised that I could benefit from putting some offshore structures and longer-term planning in place. James helped me arrange provisions towards a future property purchase, as well as building funds for my retirement and other long-term goals.

What I particularly appreciate about James is his transparency. Everything is explained clearly and upfront, including the costs, benefits and considerations, so you always understand what you’re doing and why.

From my experience, James is someone you can trust. He genuinely cares about helping his clients make the right decisions for their future, and I feel that my finances are in very safe hands.

“Absolutely fantastic experience dealing with Neba Wealth Management. The level of professionalism and integrity I’ve seen has been incredible, and I’d highly recommend them. I’ve been dealing with them for quite some time now and receive regular, ongoing updates. My adviser treats me more like a friend than just another client, and my investments are performing well. What more can I say? I feel like I’m in safe hands.”

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.