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Tideway Wealth Management 点评

https://www.tidewaywealth.co.uk

卓越

Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.

服务

4.9

159

167

过去一年内的条评价

显示全部1,062条点评

受信赖的顾客

经 Feefo 确认

5 years ago

I find their service professional, friendly and engaging.

Peter

经 Feefo 确认

Warwickshire

5 years ago

Peter 就 Tideway Wealth Management 说了什么:

Initial Investment Review

We had our first investment review with Michael Winstanley via Zoom and found it to be informative, interesting and easily understandable. Tideway have adopted a cautious approach to investment...

Robert

经 Feefo 确认

6 years ago

Robert 就 Tideway Wealth Management 说了什么:

Very good and yes I would recommend. Especially in light of recent events where my fund has lost less than I expected despite extreme market turbulence due to the virus.

Julie

经 Feefo 确认

6 years ago

Julie 就 Tideway Wealth Management 说了什么:

Sam has looked after us since 2017, he responds quickly to any queries that we may have. He explains everything clearly and ensures our understanding. We meet annually and Sam is happy to visit at...

受信赖的顾客

经 Feefo 确认

6 years ago

Top notch.

Very good service just what I was looking for. Asked all the questions I would expect and some I hadn't thought of. Process was efficient and professional. 18 months later the investment performance...

Mike Winstanley

Tideway Wealth Management

6 years ago

Thanks for the review, glad you're enjoying the service.

受信赖的顾客

经 Feefo 确认

6 years ago

They seem on the ball and update info regularly.

Aileen

经 Feefo 确认

6 years ago

Aileen 就 Tideway Wealth Management 说了什么:

Very helpful and informative

Ben Klein

Tideway Wealth Management

6 years ago

Thanks Aileen, much appreciated.

Michael

经 Feefo 确认

Swansea

6 years ago

Michael 就 Tideway Wealth Management 说了什么:

Excellent customer service, impressive fund performance

Very comprehensive and personalised pension transfer report,and subsequent annual reviews with Ruth have been to the same high standard. Queries are responded to quickly and in great detail. Good...

Ruth McCamley

Tideway Wealth Management

6 years ago

Michael, it was a pleasure advising you on your final salary pension transfer. I really appreciate you taking the time to share your positive feedback and I'm delighted that you feel the service you have received by Tideway is excellent! Ruth

Gary

经 Feefo 确认

Chelmsford

6 years ago

Gary 就 Tideway Wealth Management 说了什么:

personable and enlightening

Excellent service thus far. The curstomer portal is informative as regards my investments and easy to understand. My two annual review meetings with Ben Klein have been very enjoyable and I have come...

Ben Klein

Tideway Wealth Management

6 years ago

Thank you for your feedback Gary - good to hear!

Mark

经 Feefo 确认

London

6 years ago

Mark 就 Tideway Wealth Management 说了什么:

Very professional

Very professional during the whole transfer process. So far, the investment team have performed very well. Great choice of risk profiles to suit your personal preference.

Ben Klein

Tideway Wealth Management

6 years ago

Thank you Mark - here's to another good year!