Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.
サービス
4.9
/5
5
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157
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165
去年の評価数:
すべて( 1,060件)のレビューを表示中
信頼できるカスタマー
Feefoに#よる#検証#済み
6 years ago
Excellent service. Supportive and informative without leading the decision making process, allowing time and space to make our decisions on the information given.
0
共有
ST
Stephen
Feefoに#よる#検証#済み
Newbury
6 years ago
StephenのTideway Wealth Managementに関するコメント:
Annual Review Meeting
Excellent dialogue with our wealth adviser, Sam Ratnage, covering all our questions and taking in broader topics during the discussion.
0
共有
AN
Andy
Feefoに#よる#検証#済み
6 years ago
AndyのTideway Wealth Managementに関するコメント:
Smooth fact finding, advice and transfer of DB pension into a SIPP, which has performed well under their management since the transfer. Clearly presented performance updates on their website and an...
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0
共有
KE
Keith
Feefoに#よる#検証#済み
6 years ago
KeithのTideway Wealth Managementに関するコメント:
Great customer experience
Helped me all the way and explained all a bought the various options I had which helped me make the right decisions for me and my family
0
共有
SI
Simon
Feefoに#よる#検証#済み
6 years ago
SimonのTideway Wealth Managementに関するコメント:
Good returns Good information
Very good service well communicated and good returns.
0
共有
JA
James
Feefoに#よる#検証#済み
Dunfermline
6 years ago
JamesのTideway Wealth Managementに関するコメント:
Positive experience every time
Provides expert insight to my investment portfolio. Always friendly and explain things in simple trrms
Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for the positive feedback Jim, always good to catch up with you
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
6 years ago
Communication is improving, information on investments is helpful
Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for the positive review, we are looking to continually improve our service and communication so thank you for the feedback.
0
共有
GR
Grant
Feefoに#よる#検証#済み
6 years ago
GrantのTideway Wealth Managementに関するコメント:
Been invested with this active wealth manager almost 3 years and impressed with their risk management and investing strategies plus excellent client service
0
共有
AN
Andrew
Feefoに#よる#検証#済み
South Wales
6 years ago
AndrewのTideway Wealth Managementに関するコメント:
Excellent service so far, very pleased that I chose Tideway
Have received an excellent service so far. Regular updates & the portfolio is doing very well