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
John
经 Feefo 确认
Herts
5 years ago
John 就 Tideway Wealth Management 说了什么:
Great balance of long term return, near term stability with caring service
The investment approach for my pension pot completely suits my philosophy of investing: medium risk in the long term and stability in the near term. This coupled with knowledgable and obliging...
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受信赖的顾客
经 Feefo 确认
5 years ago
Excellent customer service and easy to use customer portal on website which provides up to date value of investments and pension drawdown forecasts. Tideway appear to have been particularly active...
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受信赖的顾客
经 Feefo 确认
5 years ago
Good service when required, overall all good.
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ST
Stuart
经 Feefo 确认
5 years ago
Stuart 就 Tideway Wealth Management 说了什么:
Good service to the point no waffle
No waffle to the point. Review meets are good and puntual without wasting anyones time.
Weekly and or every two weeks status review much appreciated
The above and last comment considers that this was...
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MA
Mark
经 Feefo 确认
Rochdale
5 years ago
Mark 就 Tideway Wealth Management 说了什么:
Very knowledgeable and deliver great service
Great service and made me feel very comfortable through a major decision in transferring my pension
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JA
Jayne
经 Feefo 确认
newport
5 years ago
Jayne 就 Tideway Wealth Management 说了什么:
great service offered
Always available to assist and explain. great updates sent to allow me to keep up to date.
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受信赖的顾客
经 Feefo 确认
5 years ago
Amazing service
Excellent, really focus on understanding the customers situation and what they are trying to achieve not just standard advice.
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AR
Arthur
经 Feefo 确认
5 years ago
Arthur 就 Tideway Wealth Management 说了什么:
Professional - Clarity - Personable
They listened to my needs/requirements and delivered.
They are always there either in person, on the phone or via e-mail to deliver understandable, clear advice.
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TI
Timothy
经 Feefo 确认
5 years ago
Timothy 就 Tideway Wealth Management 说了什么:
Always happy to answer questions. Friendly staff who seem to go the extra to help.
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MI
Michael
经 Feefo 确认
Flamborough
5 years ago
Michael 就 Tideway Wealth Management 说了什么:
Great team, good advice and there to listen and give advice when needed
Being with them over 4 years good advice at start and feel comfortable that they are looking after my interest. It’s also good to meet and talk to the person looking after my retirement.