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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MA
Marie
经 Feefo 确认
Widnes Cheshire
2 years ago
Marie 就 Tideway Wealth Management 说了什么:
Great service with good annual reviews
Sue Maydwell has been very helpful and knowledgeable in the 2 years since she has been my wealth manager and is always professional, polite and friendly
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CA
Carol
经 Feefo 确认
2 years ago
Carol 就 Tideway Wealth Management 说了什么:
Very clear, helpful advice from Ben
Ben is always very helpful. He gives a clear picture of the current situation and answers any question I have.
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受信赖的顾客
经 Feefo 确认
2 years ago
like catching up with an old friend really. Always entertaining & reassurin
Warm, friendly, personable and approachable. Keeps us informed of what’s been happening. Answers our questions with confidence and follows up with his promises if he can’t provide the information...
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DA
David
经 Feefo 确认
2 years ago
David 就 Tideway Wealth Management 说了什么:
clear and concise chat, enjoyed a nice meeting.
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受信赖的顾客
经 Feefo 确认
2 years ago
Informative and gave confidence
Ben was informative and friendly and gave me confidence that my pending retirement is on track
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受信赖的顾客
经 Feefo 确认
2 years ago
realistic
realistic in their comments and down to earth, plain and simple, no jargon
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SP
Spence
经 Feefo 确认
Bristol
2 years ago
Spence 就 Tideway Wealth Management 说了什么:
Very happy with service
A very approachable team to work with that supply clear and honest information. Recent app launch is a great new addition.
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受信赖的顾客
经 Feefo 确认
2 years ago
Fully informative. Answered all my questions
Discussed fully all things that could affect me, not just my portfolio with Tideway
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GR
Grahame
经 Feefo 确认
2 years ago
Grahame 就 Tideway Wealth Management 说了什么:
great service
just 'on it' every time
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MW
Michael Wright
经 Feefo 确认
2 years ago
Michael Wright 就 Tideway Wealth Management 说了什么:
Good service, updates and website.
Great service from my wealth manager Sam Ratnage and the team. Good reassuring regular updates and excellent new website.