I was with my previous investor for many years, with no interest shown in my life, or changing needs, at all. As well as financial advice, I want someone to keep in touch with me. Our lives are dynamic, and our financial requirements change accordingly. As a widow, at the age of 54, with no great investment knowledge, but a good handle on my finances, I needed someone to spell it out to me. I didn’t want anything high risk but didn’t want my money in the bank. I moved all my investments to Neil a few years ago. I have seen my portfolio grow, in very a difficult economic climate and that is all credit to Neil. He has nurtured a trust between us, and I would consider him a friend and advisor.
Lesley Kretzmer
I was fortunate to have a family member recommend you and, come November, a year will have passed since we were introduced. From the first meeting it was immediately clear that you have a thorough knowledge of the financial markets and instruments, as you were able to provide on the spot explanations and advice in answer to my questions. What put me further at comfort is your easy way of communication and the interest that you have shown towards me as person regarding my concerns, needs and circumstances. Please know this is sincerely appreciated.
Hans Priem
Neil has given me good advice on more than one occasion. He gets back to me when he says he will. He is extremely approachable and has a caring attitude.
Jenni Strous
Neil has been my financial adviser for 15 years. I have always found him to be reliable and professional, with excellent service. I highly recommend him to anyone seeking a trustworthy financial adviser.
Ulrike Zampieri
I’ve trusted Neil with my investments for about eight years, and I couldn’t be more pleased. I was initially very skeptical of brokers. I hated the idea of losing control, but Neil completely changed that for me. He has always ensured I have full access and visibility, so I feel informed and involved every step of the way. He takes the time to truly understand my goals, provides sound, considered advice, and manages my funds with care and expertise. Beyond that, he’s been an invaluable sounding board through both good times and more complicated ones. Knowing my finances are in capable hands has given me real peace of mind, and I genuinely appreciate the dedication, consistency, and trust he brings to our relationship.
Tandi Kuper
I've had a very warm & trusting professional relationship with Neil as my financial advisor since 2010. Over the years of association with Neil, he's fully understood me as an individual as well as my financial needs. We have a regular 'catch up' during the year to assess that things are on track and I am 100% confident in Neil's ability to guide me on my investment journey. I have and would always recommend Neil as a trusted honest & knowledgeable financial broker.
Myra H.