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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GI
Giancarlo
经 Feefo 确认
6 years ago
Giancarlo 就 Tideway Wealth Management 说了什么:
Professionals delivering what they say
Well managed transfer of funds. Clear information and updates provided for the portfolio being managed. But most importantly Tideway have been delivering the financial objectives that were jointly...
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Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you Carlo for the positive feedback, it is good hear we are delivering your financial objectives. I look for forward to catching up next time.
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ST
Steven
经 Feefo 确认
6 years ago
Steven 就 Tideway Wealth Management 说了什么:
Great company, great people
I was impressed with Tideway from our first interaction. They have always been willing to help and advise. I have always considered them a first class provider of financial advice.
Sam Ratnage
Tideway Wealth Management
6 years ago
Steve thank you for the positive review of Tideway Wealth Management, it is very much appreciated always a pleasure to catch up with you and Sandra.
1
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MI
Michael
经 Feefo 确认
Telford
6 years ago
Michael 就 Tideway Wealth Management 说了什么:
Very positive communication
Very responsive and good communication
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DA
David
经 Feefo 确认
6 years ago
David 就 Tideway Wealth Management 说了什么:
Attentive, friendly, intelligent & good results with my pension fund too.
Ruth McCamley
Tideway Wealth Management
6 years ago
Thank you for your positive response and also for taking the time to leave your feedback. I'm delighted that you are happy with the wealth management service you are receiving with Tideway.
I look forward to speaking with you again in the near future.
Ruth
0
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KE
Keith
经 Feefo 确认
Runcorn, Cheshire
6 years ago
Keith 就 Tideway Wealth Management 说了什么:
Superb Performance.
Tideway have been excellent in terms of support, portfolio performance and value for money since the start. My wealth advisor, Ben Klein, has also been outstanding since we first met.
I can not...
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0
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CH
Chris
经 Feefo 确认
6 years ago
Chris 就 Tideway Wealth Management 说了什么:
Excellent service great returns
So far they have provided an excellent service. The returns have been better than I could have hoped and I'm very happy with the advice given by my advisor
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for the review and good to hear! Really appreciated.
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JO
John
经 Feefo 确认
6 years ago
John 就 Tideway Wealth Management 说了什么:
Thoughtfully managed portfolio with excellent customer care.
My portfolio is well managed inline with my investment needs with excellent communication and care.
Sam Ratnage
Tideway Wealth Management
6 years ago
Very kind words John, great to get a positive review from you and I am glad we are meeting your needs. Look forward to catching up soon
1
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DA
David
经 Feefo 确认
Bournemouth
6 years ago
David 就 Tideway Wealth Management 说了什么:
Focused on our needs
Sam & Will are always available and nothing too much trouble. Happy to explain so we are able to understand and feel able to ask questions
Sam Ratnage
Tideway Wealth Management
6 years ago
Hi David, thank you for your positive review of Tideway Wealth Management, look forward to catch up soon, Regards Sam
1
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DA
David
经 Feefo 确认
6 years ago
David 就 Tideway Wealth Management 说了什么:
A responsive and professional service
Knowledgeable and professional but also very straightforward in dealings.
0
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AN
Andrew
经 Feefo 确认
6 years ago
Andrew 就 Tideway Wealth Management 说了什么:
Trusted
Great team , easy to get on with , trustworthy , a pleasure to work with . Keep you up to date on a one to one and via email , always happy to help and answer any questions at any time Excellent