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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159
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167
去年の評価数:
すべて( 1,062件)のレビューを表示中
RO
Rosalind
Feefoに#よる#検証#済み
5 years ago
RosalindのTideway Wealth Managementに関するコメント:
Good communication and oversight of my investments in these difficult times. Telephone review to cover performance and confirmation of investment objectives.
0
共有
MI
Michael
Feefoに#よる#検証#済み
Northamptonshire
5 years ago
MichaelのTideway Wealth Managementに関するコメント:
Accessible, helpful, balanced, sensible, professional and friendly.
I have always found everyone at Tideway (right to the top), very accessible and helpful. The information I'm given is always balanced and sensible and aids me in making my decisions.
Everyone at...
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Ruth McCamley
Tideway Wealth Management
5 years ago
Many thanks for taking the time to leave your feedback. We are delighted that you have found our wealth management service a positive experience.
Ruth
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
5 years ago
They explain financial matters clearly, always keep appointments and return calls after an enquiry has been made. Update you on portfolios on a regular basis.
0
共有
BA
Basil
Feefoに#よる#検証#済み
5 years ago
BasilのTideway Wealth Managementに関するコメント:
Pension transfer was well managed and 6 monthly reviews were very useful
0
共有
AL
Allan
Feefoに#よる#検証#済み
5 years ago
AllanのTideway Wealth Managementに関するコメント:
Very good experience from first contact until the present. They pitch their explanations of actions that they are taking at a level that can be followed by the inexperienced investor.
0
共有
MA
Mark
Feefoに#よる#検証#済み
5 years ago
MarkのTideway Wealth Managementに関するコメント:
Great service
Kept up to date with investments with full reports regularly, can get in touch anytime and always helpful and follow up any queries. Happy with progress and easy to understand figures.
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
5 years ago
clear concise & straight forward
good performance in turbulent times and keeping me informed on market activity
0
共有
AL
Alan
Feefoに#よる#検証#済み
5 years ago
AlanのTideway Wealth Managementに関するコメント:
Always keeping me up to date and I do recommend them.
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
5 years ago
Really pleased with how they are managing my pension fund
Always keep me informed and all round great experience, communication especially during the current pandemic and how the fund has performed compared to others
0
共有
ST
Stephen
Feefoに#よる#検証#済み
5 years ago
StephenのTideway Wealth Managementに関するコメント:
Service
I have been impressed with the support of Sam at Tideway. He has listened to what we want to achieve and has always given good advice.