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
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Rosalind
经 Feefo 确认
5 years ago
Rosalind 就 Tideway Wealth Management 说了什么:
Good communication and oversight of my investments in these difficult times. Telephone review to cover performance and confirmation of investment objectives.
0
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MI
Michael
经 Feefo 确认
Northamptonshire
5 years ago
Michael 就 Tideway Wealth Management 说了什么:
Accessible, helpful, balanced, sensible, professional and friendly.
I have always found everyone at Tideway (right to the top), very accessible and helpful. The information I'm given is always balanced and sensible and aids me in making my decisions.
Everyone at...
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Ruth McCamley
Tideway Wealth Management
5 years ago
Many thanks for taking the time to leave your feedback. We are delighted that you have found our wealth management service a positive experience.
Ruth
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受信赖的顾客
经 Feefo 确认
5 years ago
They explain financial matters clearly, always keep appointments and return calls after an enquiry has been made. Update you on portfolios on a regular basis.
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BA
Basil
经 Feefo 确认
5 years ago
Basil 就 Tideway Wealth Management 说了什么:
Pension transfer was well managed and 6 monthly reviews were very useful
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AL
Allan
经 Feefo 确认
5 years ago
Allan 就 Tideway Wealth Management 说了什么:
Very good experience from first contact until the present. They pitch their explanations of actions that they are taking at a level that can be followed by the inexperienced investor.
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MA
Mark
经 Feefo 确认
5 years ago
Mark 就 Tideway Wealth Management 说了什么:
Great service
Kept up to date with investments with full reports regularly, can get in touch anytime and always helpful and follow up any queries. Happy with progress and easy to understand figures.
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受信赖的顾客
经 Feefo 确认
5 years ago
clear concise & straight forward
good performance in turbulent times and keeping me informed on market activity
0
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AL
Alan
经 Feefo 确认
5 years ago
Alan 就 Tideway Wealth Management 说了什么:
Always keeping me up to date and I do recommend them.
0
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受信赖的顾客
经 Feefo 确认
5 years ago
Really pleased with how they are managing my pension fund
Always keep me informed and all round great experience, communication especially during the current pandemic and how the fund has performed compared to others
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ST
Stephen
经 Feefo 确认
5 years ago
Stephen 就 Tideway Wealth Management 说了什么:
Service
I have been impressed with the support of Sam at Tideway. He has listened to what we want to achieve and has always given good advice.