About Us

ABOUT US

OUR TEAM

JOHN BEVERLEY

GROUP Managing Director (MD)

GROUP WEBSITE

KEVIN PEARCE

SENIOR WEALTH MANAGER

ABOUT KEVIN

DANIEL MORTON

SENIOR WEALTH MANAGER

SOCIAL MEDIA

BENJAMIN SHARVELL

SENIOR WEALTH MANAGER

ABOUT BENJAMIN

WILL KNIGHT

SENIOR WEALTH MANAGER

SOCIAL MEDIA

EXPERIENCE IS EVERYTHING – We provide Financial Services that actually serve you!

THE NEBA GROUP

NEBA Wealth Management is a division of the NEBA Financial Solutions Group. The NEBA Group is an investment company that has terms of business with over 160 Financial Advisory Firms around the world. Providing bespoke investments and model portfolios. There is a very high possibility that you or someone you know is already receiving advice from NEBA directly or indirectly. In 2016, NEBA Financial Solutions Ltd hired in-house Financial Advisors to bring NEBA advice to the general public in Malaysia. This direct advice is available in a number of other countries and is always expanding further.

EXPERIENCE

Our hand picked team of experts are all seasoned professionals, all of which have industry credentials and accreditations to their names. Whether or not you are living in a country that has high regulatory standards, rest assured that NEBA employees do in each office. Our principles are that of the highest esteem and kept that way. These ethics are always prevalent in our continued commitment to our clients.

OUR ETHOS

INDEPENDENCE

As a proud independent financial brokerage, our focus is solely on serving our clients in the best way possible and acting in only their best interests. We are not tied down to any particular institutions or financial products. This leaves us open to give impartial advice and thus only the best service possible to all of our clients.

COMPREHENSIVE APPROACH

A qualified professional wealth manager will do much more than just manage your investment portfolio. We look at every aspect of your financial life, including your goals, your retirement planning, business succession, your estate planning, all taxes and your children’s education fee planning to help secure your future, and your families.

RELATIONSHIP MANAGEMENT

We understand the true value of our client relationships. We always go beyond the call of duty to understand your goals and all of your challenges. By deeply understanding you and your individual situation – your life, your tolerance of risk, your attitude, and your plans for yourself and your family – we are able to build a great strategy that’s perfectly customised to your own specific needs.

OUR TEAM

JOHN BEVERLEY

GROUP Managing Director (MD)

GROUP WEBSITE

KEVIN PEARCE

SENIOR WEALTH MANAGER

ABOUT KEVIN

DANIEL MORTON

SENIOR WEALTH MANAGER

ABOUT DANIEL

BENJAMIN SHARVELL

SENIOR WEALTH MANAGER

ABOUT BENJAMIN

WILL KNIGHT

SENIOR WEALTH MANAGER

SOCIAL MEDIA

OUR ETHOS

EXPERIENCE is EVERYTHING – We provide Financial Services that ACTUALLY SERVE

THE NEBA GROUP

NEBA Wealth Management is a division of the NEBA Financial Solutions Group. The NEBA Group is an investment company that has terms of business with over 160 Financial Advisory Firms around the world, providing bespoke investments and model portfolios. There is a high chance that you or someone you know is already receiving advice from NEBA directly or indirectly. In 2016, NEBA Financial Solutions Ltd hired inhouse Financial Advisors to bring NEBA advice to the general public in Malaysia. This direct advice is now available in a number of other countries and expanding further.

EXPERIENCE

Our team of experts are all seasoned professionals, all of which have industry credentials and accreditations to their names. Whether or not you live in a country that has high regulatory standards, rest assured that NEBA employees do in each office. Our principles are that of the highest esteem and kept that way. These ethics are always prevalent in our commitment to our clients.

INDEPENDENCE

As an independent financial brokerage, our focus is solely on serving our clients in the best way possible and acting in their best interests. We are not tied to any particular financial products or institutions. This leaves us open to give impartial advice and thus the best service possible to our clients.

COMPREHENSIVE APPROACH

A professional wealth manager will do much more than just manage your investment portfolio. We look at every part of your financial life, including your goals, your retirement planning, your estate planning, business succession, all taxes and your children’s education fee planning to help secure your future.

RELATIONSHIP MANAGEMENT

We understand the value of our client relationships. We always go beyond the call of duty to understand your goals and challenges. By deeply understanding you and your individual situation – your life, your attitude, your tolerance of risk, and your plans for yourself and your family – we are able to build a strategy that’s perfectly customised to your specific needs.

TALK TO AN ADVISER