Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.
サービス
4.9
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去年の評価数:
すべて( 1,062件)のレビューを表示中
DA
David
Feefoに#よる#検証#済み
New Romney
4 years ago
DavidのTideway Wealth Managementに関するコメント:
Good reliable service with regular updates
I like the regular updates, especially in times of market uncertainty. Always ready to discuss over the phone or meet up in person. During the difficult times of the last two years I have always felt...
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0
共有
RI
Richard
Feefoに#よる#検証#済み
Wiltshire
4 years ago
RichardのTideway Wealth Managementに関するコメント:
First class
Excellent, timely communication, which is vital in today's marketplace. We can always speak with our manager and everything gets done promptly.
0
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KE
Kevin
Feefoに#よる#検証#済み
New Romney
4 years ago
KevinのTideway Wealth Managementに関するコメント:
Very good
I think the service I have been given over the years has been great. Any issues I have been resolve very quickly and the team work well together.
Thank for every thing
0
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信頼できるカスタマー
Feefoに#よる#検証#済み
4 years ago
Tideway feedback
Proffessional, knowledgeable, always approachable and friendly. I trust Tideway to have my best interests at heart.
0
共有
AL
Alan
Feefoに#よる#検証#済み
Aberdeenshire
4 years ago
AlanのTideway Wealth Managementに関するコメント:
Expertly managed portfolio that I don’t need to worry about.
I’m very happy with Tideway’s management of my wealth. Regular market updates instil confidence that the Tideway team are providing a dilgent service. Very good portfolio returns in challenging...
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0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
4 years ago
Trusted to manage my portfolio
Always approachable, friendly and polite. All my questions are answered and I don't feel rushed. I don't have to wait for my annual review to have contact with the team. Investments are performing...
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Sam Ratnage
Tideway Wealth Management
4 years ago
Thank you for your positive response but also for the constructive feedback too, it help us improve our service to not only yourself but also all our customers. Further to your feedback on the mobile app, thank you for detailing out some of the issue you found in an email. Our operation and IT team are working on this to improve this and I believe improvements should hopefully be seen shortly, as they do take a bit of time to implement.
In regard to the market updates, we do have a large subscription to our updates and I know James and Nick the two key authors do have a wide range of information available to them from our multiple economic subscriptions and spend a lot of time researching it. They do try hard to get the balance of having the right information in our notes but also not over complicate it, to ensure maximum interest. Thank you for sharing other updates you receive, by comparing it will hopefully help us improving going forward.Finally the hamper, I am sorry to hear the hamper wasn’t very good but hopefully the replacement one we have just sent you is much better. We really appreciate all the referrals we get and it is the ultimate compliment that we are doing the right thing for your customers.
0
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NA
Naovarat
Feefoに#よる#検証#済み
4 years ago
NaovaratのTideway Wealth Managementに関するコメント:
Sam was excellent in directing me through the process and I have been able to pass this onto the lady I am in contact with.
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
4 years ago
My first annual review was very helpful especially in the current climate. Ben made me feel very at ease with how my investments are doing now and potentially in the future and put my mind at rest....
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0
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GR
Greg
Feefoに#よる#検証#済み
4 years ago
GregのTideway Wealth Managementに関するコメント:
Tideway Annual Review
Excellent service from Sam Ratnage again, always a pleasure to speak to, he answers all my question so that I can understand them.
0
共有
JE
Jeffrey
Feefoに#よる#検証#済み
4 years ago
JeffreyのTideway Wealth Managementに関するコメント:
As usual, Ben has given me clear advice and information in this years review.
I am fully confident that my pension is in thew best hands.