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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受信赖的顾客
经 Feefo 确认
6 years ago
Dedicated account manager with periodic reviews. House view and strategy is clearly communicated via regular updates. Portfolio reporting has improved from acceptable to very good.
Ben Klein
Tideway Wealth Management
6 years ago
I appreciate the feedback - thank you.
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受信赖的顾客
经 Feefo 确认
6 years ago
Communication and professionalism was just excellent
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PE
Peter
经 Feefo 确认
Nottingham
6 years ago
Peter 就 Tideway Wealth Management 说了什么:
Always friendly and professional
Tideway give me quarterly updates, answer all my questions promptly and are always friendly and professional
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for your review and kind words Peter!
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MW
Michael Wright
经 Feefo 确认
London
6 years ago
Michael Wright 就 Tideway Wealth Management 说了什么:
Good transfer service and SIPP management
The transfer of my DB pension back in 2018 was handled very professionally and smoothly by them and in good time. Since then I've had a good experience with them looking after my SIPP, with good...
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Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for your kind and positive feedback Michael, I look forward to our meeting shortly.
1
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KA
Karen
经 Feefo 确认
Birmingham
6 years ago
Karen 就 Tideway Wealth Management 说了什么:
The service from Tideway is excellent and they are always there at the end of the phone if I have a query or need something explaining.
Mike Winstanley
Tideway Wealth Management
6 years ago
Hi Karen, thanks so much for the review!
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RA
Raymond
经 Feefo 确认
6 years ago
Raymond 就 Tideway Wealth Management 说了什么:
They are diligent and professional in maintaining the growth of the funds they manage for me, specially in the financial climate this country and the world markets are experiencing.
I have mention in...
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Ben Klein
Tideway Wealth Management
6 years ago
Thank you for your feedback Ray and thanks for spreading the word!
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JO
John
经 Feefo 确认
Cambridgeshire
6 years ago
John 就 Tideway Wealth Management 说了什么:
Professional, friendly and efficient.
Straightforward to deal with - professional, friendly and took care to explain the detail. Dan dealt with my request efficiently and promptly and provides effective ongoing support.
Daniel Winsland
Tideway Wealth Management
6 years ago
Thanks for the kind words John. Glad you are happy with the Tideway Wealth Management service, look forward to speaking soon.
Dan
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受信赖的顾客
经 Feefo 确认
6 years ago
From initial contact Tjdeway have been very clear and straightforward about options open to me and provide a good portal to access information anytime
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for the review, much appreciated!
0
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CH
Christopher
经 Feefo 确认
Surbiton
6 years ago
Christopher 就 Tideway Wealth Management 说了什么:
Regularly receive updates from the Wealth Management Team and the service I receive from Mike Winstanley is excellent. Mike is always courteous, prompt with his responses. I honestly cannot fault the...
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Mike Winstanley
Tideway Wealth Management
6 years ago
Hi Chris, thanks so much for your review and kind words!