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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KE
Keith
经 Feefo 确认
2 years ago
Keith 就 Tideway Wealth Management 说了什么:
Good professional review
A useful regular review of our portfolio executed in a professional and friendly manner .
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受信赖的顾客
经 Feefo 确认
2 years ago
Always approachable, friendly and communicate well. They make you feel relaxed and ok to ask questions and tell it as it is.
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KE
Keith
经 Feefo 确认
2 years ago
Keith 就 Tideway Wealth Management 说了什么:
Excellent service and very easy to discuss your pension, portfolios
Excellent service been with them since 2017
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受信赖的顾客
经 Feefo 确认
2 years ago
excellent service
always excellent customer service. very knowledgeable and friendly.
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受信赖的顾客
经 Feefo 确认
2 years ago
First class service
Provision of market commentary and client reporting is excellent as is the the knowledge, service and responsiveness of our RM and the support team.
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KE
Kevin
经 Feefo 确认
2 years ago
Kevin 就 Tideway Wealth Management 说了什么:
A good company to deal with.
They make looking after my pension pot very easy. everything is explained in laymans terms without a lot of banking jargonese and in the 5 years I have been with them there has been no problems at...
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PE
Peter
经 Feefo 确认
Nottingham
2 years ago
Peter 就 Tideway Wealth Management 说了什么:
Tideway always listen carefully and question thoroughly.
Tideway always listen carefully and question thoroughly before giving advice. When they act it is prompt and to the letter agreed. Thankyou
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ST
Stephen
经 Feefo 确认
2 years ago
Stephen 就 Tideway Wealth Management 说了什么:
Yes, but to be honest we've agree to review later in the year when I have sorted one or two family property and related issues out
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MA
Mark
经 Feefo 确认
2 years ago
Mark 就 Tideway Wealth Management 说了什么:
Efficient, professional and very experienced at wealth management
Tideway provides excellent customer service; very responsive and easy to work with. Their skill and knowledge of markets is significant and the investment advice they give is first-class. Our...
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HE
Helen
经 Feefo 确认
2 years ago
Helen 就 Tideway Wealth Management 说了什么:
Annual Review
Tideway have been very professional and informative whilst maintaining an informal approach. Explanations always delivered at our level . Absolutely recommend this company.