Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.
服务
4.9
/5
5
4
3
2
1
159
7
1
0
0
167
过去一年内的 条评价
显示全部1,062条点评
DA
David
经 Feefo 确认
coventry
1 year ago
David 就 Tideway Wealth Management 说了什么:
Excellent service
Excellent service and it's good that there is yearly face to face meetings to discus any money matters etc
0
分享
GA
Gary
经 Feefo 确认
Birmingham
1 year ago
Gary 就 Tideway Wealth Management 说了什么:
2024 account review feedback
My meeting was held in a relaxed atmosphere. Always good to meet with the guys and catch up on the last year.
Will took over from Sam and has handled my account and questions in a professional and...
阅读更多
0
分享
受信赖的顾客
经 Feefo 确认
1 year ago
Totally professional solution.
Excellent service providing me with everything I need from a wealth management team. The customer portal is extremely useful for giving me a view of my investment portfolio, this also provides a...
阅读更多
0
分享
受信赖的顾客
经 Feefo 确认
1 year ago
The service has been excellent from the initial discussions about investing, to the ongoing reviews available.
0
分享
MI
Michael
经 Feefo 确认
1 year ago
Michael 就 Tideway Wealth Management 说了什么:
Excellent service and performance
Excellent service is provided by my wealth manager who is very easy to contact and deal with. Overall I'm very satisfied with the performance of my investments.
0
分享
DA
David
经 Feefo 确认
Manchester
1 year ago
David 就 Tideway Wealth Management 说了什么:
Only the Best
The best in the business ...
0
分享
AN
Andrew
经 Feefo 确认
Bromsgrove
1 year ago
Andrew 就 Tideway Wealth Management 说了什么:
Tideway review
Tideway have always kept me updated on the market and the app lets me know exactly how my investments are doing
0
分享
AD
Adrian
经 Feefo 确认
Nuneaton
1 year ago
Adrian 就 Tideway Wealth Management 说了什么:
Very professional
Very professional, knowledgeable and easy to contact.
I also like the regular feedbacks keeping us informed on developments
0
分享
GE
Gareth Edwards
经 Feefo 确认
Whitstable
1 year ago
Gareth Edwards 就 Tideway Wealth Management 说了什么:
74
Very good service.
0
分享
受信赖的顾客
经 Feefo 确认
1 year ago
Annual Financial Review
Tideway always ensure a timely and thorough annual review of my retirement drawdown fund, both in terms of financial performance of the investments and any relevant changes to my personal...