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Jessica Bright

Georgia

1 Reviews
2 Reads
0 Useful

1 review

NEBA Wealth Management

Reliable financial adviser

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.

2026-09-08