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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DA
David
经 Feefo 确认
New Romney
1 year ago
David 就 Tideway Wealth Management 说了什么:
Annual review
Friendly and professional advice and servic
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受信赖的顾客
经 Feefo 确认
1 year ago
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受信赖的顾客
经 Feefo 确认
1 year ago
Very good feedback, interaction and communication.
Very good feedback, interaction and communication.
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RI
Richard
经 Feefo 确认
Salisbury
1 year ago
Richard 就 Tideway Wealth Management 说了什么:
Annual review with Tideway
Tideway offers a great service through our Wealth Manager (Sam Ratnage), who is excellent. The annual review was our most recent contact, during which all the necessary information on what happened...
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ST
Stephen
经 Feefo 确认
Newbury
1 year ago
Stephen 就 Tideway Wealth Management 说了什么:
Tideway - excellent wealth management serviced
Tideway provide weekly updates and quarterly webinars to keep me informed about relevant investment topics. I have an open communication with our wealth manager and the products that Tideway offer...
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受信赖的顾客
经 Feefo 确认
1 year ago
Excellent and knowledgeable
Tideway communicates with clients very effectively.
Firstly, regular weekly email updates from the investment director giving market conditions are informative.
Secondly, webinars presented by the...
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受信赖的顾客
经 Feefo 确认
1 year ago
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GE
Gerard
经 Feefo 确认
Hampshire
1 year ago
Gerard 就 Tideway Wealth Management 说了什么:
Smooth drawdown in retirement
I have been a Tideway client after my retirement for about 3 years now and during that period I have always found them to be professional, courteous and the service exemplary. The investments have...
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受信赖的顾客
经 Feefo 确认
1 year ago
tideway feedback
Excellent feedback on investments, the market and always patient with questions.
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受信赖的顾客
经 Feefo 确认
1 year ago
It’s Good to talk
Great conversation with Mihir. Always on hand to give advice and that is much appreciated
Thank you