Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.
服务
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过去一年内的 条评价
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受信赖的顾客
经 Feefo 确认
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.
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ST
Stephen
经 Feefo 确认
Newbury
6 years ago
Stephen 就 Tideway Wealth Management 说了什么:
Annual Review Meeting
Excellent dialogue with our wealth adviser, Sam Ratnage, covering all our questions and taking in broader topics during the discussion.
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AN
Andy
经 Feefo 确认
6 years ago
Andy 就 Tideway Wealth Management 说了什么:
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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KE
Keith
经 Feefo 确认
6 years ago
Keith 就 Tideway Wealth Management 说了什么:
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
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SI
Simon
经 Feefo 确认
6 years ago
Simon 就 Tideway Wealth Management 说了什么:
Good returns Good information
Very good service well communicated and good returns.
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JA
James
经 Feefo 确认
Dunfermline
6 years ago
James 就 Tideway Wealth Management 说了什么:
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
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受信赖的顾客
经 Feefo 确认
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.
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GR
Grant
经 Feefo 确认
6 years ago
Grant 就 Tideway Wealth Management 说了什么:
Been invested with this active wealth manager almost 3 years and impressed with their risk management and investing strategies plus excellent client service
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AN
Andrew
经 Feefo 确认
South Wales
6 years ago
Andrew 就 Tideway Wealth Management 说了什么:
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