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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JO
Jonathan
经 Feefo 确认
4 years ago
Jonathan 就 Tideway Wealth Management 说了什么:
Very thought provoking discussion, covering investments and retirement strategies.
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RA
Raymond
经 Feefo 确认
4 years ago
Raymond 就 Tideway Wealth Management 说了什么:
Exellent service provided by Sam
Sam has provided an excellent service. He contacted me exactly when he said he would, explained everything clearly and answered all my questions, made drawing money easy and sorted out a problem...
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受信赖的顾客
经 Feefo 确认
4 years ago
Easy to deal with, honest and very knowledgeable.Fees are very acceptable.
I can access my portfolio easily at any time, Tideway keep me informed of just about everything they do.for me. Knowledgeable, easy to talk to, annual reviews & always on the other end of a phone....
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RO
Rosalind
经 Feefo 确认
4 years ago
Rosalind 就 Tideway Wealth Management 说了什么:
Professional informative face to face meeting.
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DA
Daphne
经 Feefo 确认
4 years ago
Daphne 就 Tideway Wealth Management 说了什么:
Good returns and dependable.
The returns have been good. They keep us informed and send weekly updates. Their representatives respond in a timely manner and the annual reviews are good, one-to-one helps to answer questions and...
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KA
Karen
经 Feefo 确认
4 years ago
Karen 就 Tideway Wealth Management 说了什么:
Highly Recommend!
It's been a pleasure working with Tideway, from my initial inquiry with them a number of years ago, to my now annual reviews. Excellent customer service. Highly recommend.
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ST
Stephen
经 Feefo 确认
Edinburgh
4 years ago
Stephen 就 Tideway Wealth Management 说了什么:
Steady as she goes
A good mixture of stocks for capital gain and bonds for safety in times that could suffer some turbulence
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KE
Keith
经 Feefo 确认
London
4 years ago
Keith 就 Tideway Wealth Management 说了什么:
Useful, informative meeting
Good to have a face to face meeting after what seems such a long time. Useful , informative meeting.
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GR
Grahame
经 Feefo 确认
4 years ago
Grahame 就 Tideway Wealth Management 说了什么:
very approachable, able to discuss my own fears and aspirations with honesty and structured thinking / resolution.
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MI
Michael
经 Feefo 确认
London
4 years ago
Michael 就 Tideway Wealth Management 说了什么:
Good performance and portfolio management
I continue to be very happy with the overall performance of my portfolio since transferring my DB pension to them (and since then additionally I have also moved my other ISA investments across to...