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
显示全部1,062条点评
AA
Aaron
经 Feefo 确认
1 year ago
Aaron 就 Tideway Wealth Management 说了什么:
Annual Pension investment review
Had a review with Sue Maydwell and to be honest her professionalism and the way my questions were answered was excellent. I have no doubt that my investment is in the right place and direction.
0
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受信赖的顾客
经 Feefo 确认
1 year ago
Well Informed
Kept well informed and in layman’s terms. Always left feeling confident that all is well with the investments.
0
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AM
Ann-Marie
经 Feefo 确认
Liverpool
1 year ago
Ann-Marie 就 Tideway Wealth Management 说了什么:
1st Class Service from a knowledgeable team
I have been with Tideway for just over a year and have been really impressed and happy with the team. It was a big decision to move to a new provider but for me it was a great move. My wealth...
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0
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MI
Michael
经 Feefo 确认
Cheshire
1 year ago
Michael 就 Tideway Wealth Management 说了什么:
A happy customer
The service is always professional and tailored to you as an individual
I'm especially pleased with the support and advice I get from Mihir my account manager.
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受信赖的顾客
经 Feefo 确认
1 year ago
Comprehensive review
The service was comprehensive . I was given all the details about the Pension and the tax implications whcih was informative.
I am awaiting some information on inheritance tax regarding my house in...
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0
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KE
Keith
经 Feefo 确认
Kent
1 year ago
Keith 就 Tideway Wealth Management 说了什么:
A1 service
Fantastic service really assisted me with my pension etc.
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受信赖的顾客
经 Feefo 确认
1 year ago
Excellent level of service , informative , educational , communication is to the point and pitched at the right level . Tideway and I have worked together for the last 8 years with Sam being my...
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0
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VA
Valerie
经 Feefo 确认
Bexleyheath, Kent
1 year ago
Valerie 就 Tideway Wealth Management 说了什么:
Excellent service provider
Over the last 5 years or so Tideway have consistently provided an excellent level of customer service. Performance has been very good and regular updates provide the thinking behind their investment...
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KE
Kevin
经 Feefo 确认
New Romney, Kent
1 year ago
Kevin 就 Tideway Wealth Management 说了什么:
Would Highly Recommend
Easy clear concise information. Pitched at my level. A thouroughly proffessional service.
0
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ST
Stephen
经 Feefo 确认
Newport
1 year ago
Stephen 就 Tideway Wealth Management 说了什么:
Experience with Tideway.
I have always found the service to be excellent. Have been with them now for 6 years and have been well informed and advised in relation to my pension pot and its investments.
Fund management...