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Tideway Wealth Management-anmeldelser

https://www.tidewaywealth.co.uk

EKSEPSJONELL

Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.

Service

4.9

157

165

vurderinger det siste året

Viser alle 1,061 anmeldelser

Pålitelig kunde

Feefo-verifisert

6 years ago

Dedicated account manager with periodic reviews. House view and strategy is clearly communicated via regular updates. Portfolio reporting has improved from acceptable to very good.

Ben Klein

Tideway Wealth Management

6 years ago

I appreciate the feedback - thank you.

Pålitelig kunde

Feefo-verifisert

6 years ago

Communication and professionalism was just excellent

Peter

Feefo-verifisert

Nottingham

6 years ago

Hva Peter sa om Tideway Wealth Management:

Always friendly and professional

Tideway give me quarterly updates, answer all my questions promptly and are always friendly and professional

Mike Winstanley

Tideway Wealth Management

6 years ago

Thanks for your review and kind words Peter!

Michael Wright

Feefo-verifisert

London

6 years ago

Hva Michael Wright sa om Tideway Wealth Management:

Good transfer service and SIPP management

The transfer of my DB pension back in 2018 was handled very professionally and smoothly by them and in good time. Since then I've had a good experience with them looking after my SIPP, with good...

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Sam Ratnage

Tideway Wealth Management

6 years ago

Thank you for your kind and positive feedback Michael, I look forward to our meeting shortly.

Karen

Feefo-verifisert

Birmingham

6 years ago

Hva Karen sa om Tideway Wealth Management:

The service from Tideway is excellent and they are always there at the end of the phone if I have a query or need something explaining.

Mike Winstanley

Tideway Wealth Management

6 years ago

Hi Karen, thanks so much for the review!

Raymond

Feefo-verifisert

6 years ago

Hva Raymond sa om Tideway Wealth Management:

They are diligent and professional in maintaining the growth of the funds they manage for me, specially in the financial climate this country and the world markets are experiencing. I have mention in...

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Ben Klein

Tideway Wealth Management

6 years ago

Thank you for your feedback Ray and thanks for spreading the word!

John

Feefo-verifisert

Cambridgeshire

6 years ago

Hva John sa om Tideway Wealth Management:

Professional, friendly and efficient.

Straightforward to deal with - professional, friendly and took care to explain the detail. Dan dealt with my request efficiently and promptly and provides effective ongoing support.

Daniel Winsland

Tideway Wealth Management

6 years ago

Thanks for the kind words John. Glad you are happy with the Tideway Wealth Management service, look forward to speaking soon. Dan

Pålitelig kunde

Feefo-verifisert

6 years ago

From initial contact Tjdeway have been very clear and straightforward about options open to me and provide a good portal to access information anytime

Mike Winstanley

Tideway Wealth Management

6 years ago

Thanks for the review, much appreciated!

Christopher

Feefo-verifisert

Surbiton

6 years ago

Hva Christopher sa om Tideway Wealth Management:

Regularly receive updates from the Wealth Management Team and the service I receive from Mike Winstanley is excellent. Mike is always courteous, prompt with his responses. I honestly cannot fault the...

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Mike Winstanley

Tideway Wealth Management

6 years ago

Hi Chris, thanks so much for your review and kind words!

John

Feefo-verifisert

6 years ago

Hva John sa om Tideway Wealth Management:

helpful and informed

Mike Winstanley

Tideway Wealth Management

6 years ago

Thanks John!

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