Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.
サービス
4.9
/5
5
4
3
2
1
159
7
1
0
0
167
去年の評価数:
すべて( 1,062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
5 years ago
I find their service professional, friendly and engaging.
0
共有
PE
Peter
Feefoに#よる#検証#済み
Warwickshire
5 years ago
PeterのTideway Wealth Managementに関するコメント:
Initial Investment Review
We had our first investment review with Michael Winstanley via Zoom and found it to be informative, interesting and easily understandable. Tideway have adopted a cautious approach to investment...
さらに表示
0
共有
RO
Robert
Feefoに#よる#検証#済み
6 years ago
RobertのTideway Wealth Managementに関するコメント:
Very good and yes I would recommend. Especially in light of recent events where my fund has lost less than I expected despite extreme market turbulence due to the virus.
0
共有
JU
Julie
Feefoに#よる#検証#済み
6 years ago
JulieのTideway Wealth Managementに関するコメント:
Sam has looked after us since 2017, he responds quickly to any queries that we may have. He explains everything clearly and ensures our understanding. We meet annually and Sam is happy to visit at...
さらに表示
0
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
6 years ago
Top notch.
Very good service just what I was looking for. Asked all the questions I would expect and some I hadn't thought of. Process was efficient and professional. 18 months later the investment performance...
さらに表示
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for the review, glad you're enjoying the service.
1
共有
信頼できるカスタマー
Feefoに#よる#検証#済み
6 years ago
They seem on the ball and update info regularly.
0
共有
AI
Aileen
Feefoに#よる#検証#済み
6 years ago
AileenのTideway Wealth Managementに関するコメント:
Very helpful and informative
Ben Klein
Tideway Wealth Management
6 years ago
Thanks Aileen, much appreciated.
0
共有
MI
Michael
Feefoに#よる#検証#済み
Swansea
6 years ago
MichaelのTideway Wealth Managementに関するコメント:
Excellent customer service, impressive fund performance
Very comprehensive and personalised pension transfer report,and subsequent annual reviews with Ruth have been to the same high standard. Queries are responded to quickly and in great detail. Good...
さらに表示
Ruth McCamley
Tideway Wealth Management
6 years ago
Michael, it was a pleasure advising you on your final salary pension transfer. I really appreciate you taking the time to share your positive feedback and I'm delighted that you feel the service you have received by Tideway is excellent!
Ruth
0
共有
GA
Gary
Feefoに#よる#検証#済み
Chelmsford
6 years ago
GaryのTideway Wealth Managementに関するコメント:
personable and enlightening
Excellent service thus far. The curstomer portal is informative as regards my investments and easy to understand. My two annual review meetings with Ben Klein have been very enjoyable and I have come...
さらに表示
Ben Klein
Tideway Wealth Management
6 years ago
Thank you for your feedback Gary - good to hear!
0
共有
MA
Mark
Feefoに#よる#検証#済み
London
6 years ago
MarkのTideway Wealth Managementに関するコメント:
Very professional
Very professional during the whole transfer process. So far, the investment team have performed very well. Great choice of risk profiles to suit your personal preference.