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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PA
Paul
经 Feefo 确认
2 years ago
Paul 就 Tideway Wealth Management 说了什么:
Sound Advice
Regular and valuable communication, with a customer portal which is easy to navigate and understand, showing investment portfolio performance over multiple time periods in a clear manner.
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SA
Samuel
经 Feefo 确认
2 years ago
Samuel 就 Tideway Wealth Management 说了什么:
Reliable
Tideway are always engaged, communication is key for me, they do it well, regular updates and always there for a conversation when needed!
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受信赖的顾客
经 Feefo 确认
2 years ago
Trustworthy
I had a very informative and helpful annual review meeting. I find Tideway to be supportive and trustworthy.
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CA
Carol
经 Feefo 确认
2 years ago
Carol 就 Tideway Wealth Management 说了什么:
Really efficient & expert advice, given by a knowledgeable, approachable pe
See below and yes
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MI
Michael
经 Feefo 确认
Northamptonshire
2 years ago
Michael 就 Tideway Wealth Management 说了什么:
I have always had excellent relationships with everyone at Tideway.
I would certainly recommend Tideway. I have always received excellent service from Tideway, dating back to 2015.
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受信赖的顾客
经 Feefo 确认
2 years ago
Always very clear advice given.
Tideway are always very clear on the advice and information they give to us. I would recommend them to anyone looking for wealth management services.
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受信赖的顾客
经 Feefo 确认
2 years ago
Teams/zoom
A video or teams meeting link in invitation organised in advance, so not just a phone call.
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GE
George
经 Feefo 确认
2 years ago
George 就 Tideway Wealth Management 说了什么:
Great Relationship since day one.
Once again my yearly catch up with Sam was 1st class. Discussed my ongoing objectives with my funds over next periods and he made me aware of what my ongoing objectives could involve.
Ver happy with...
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SU
Suresh
经 Feefo 确认
2 years ago
Suresh 就 Tideway Wealth Management 说了什么:
Good discussion on my portfolio
Very good summary of the financial market.
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受信赖的顾客
经 Feefo 确认
2 years ago
Professional Service
Another personal and professional review with Ben. With markets very volatile we are reassured with their attitude to risk.