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1,061条点评
MA
Mark
经 Feefo 确认
6 years ago
Mark 就 Tideway Wealth Management 说了什么:
Happy with the progress of my fund the have managed, they have given regular updates and the details sent out in the quarterly information is excellent. Always there to speak to, advise and give...
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Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for the positive feedback Mark, always nice to read.
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DA
David
经 Feefo 确认
Algarve Portugal
6 years ago
David 就 Tideway Wealth Management 说了什么:
Personnel and friendly service
They took the worry out of retirement and held my hand through the process of transferring my pension to the SIPP
Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for the positive review David, I hope the sun is shining in Portugal
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DA
David
经 Feefo 确认
6 years ago
David 就 Tideway Wealth Management 说了什么:
Excellent service coupled with sound advice
Tideway provided a thorough and professional service throughout my final salary pension transfer several years ago. Since then they have been effectively managing my SIPP and my friendly and...
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Mike Winstanley
Tideway Wealth Management
6 years ago
Hi David, really appreciate your review and kind words, thanks a lot!
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受信赖的顾客
经 Feefo 确认
6 years ago
Always helpful
Always helpful when I have a query
0
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受信赖的顾客
经 Feefo 确认
6 years ago
I would recommend Tideway Wealth Management service as they are very willing and helpful in getting the best financial outcome that suits your circumstances. They also explains how the my portfolio...
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Sam Ratnage
Tideway Wealth Management
6 years ago
Thanks you for the positive feedback
1
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PA
Paul
经 Feefo 确认
Wilmslow
6 years ago
Paul 就 Tideway Wealth Management 说了什么:
Service, expertise and strategy.
I conducted extensive research before entrusting Tideway with my pension fund in 2018. From my initial encounter with James Baxter and the articles written by Peter Doherty, to the friendly,...
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Mike Winstanley
Tideway Wealth Management
6 years ago
Hi Paul, thanks so much for your review and kind words!
1
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PE
Peter
经 Feefo 确认
6 years ago
Peter 就 Tideway Wealth Management 说了什么:
Sound advice
Clear, easy to understand advice underpinned with great knowledge. It's clear to me that the customer's interest is at the heart of the service provided.
Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for the positive review Peter, good to see you recently
1
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JI
Jim
经 Feefo 确认
6 years ago
Jim 就 Tideway Wealth Management 说了什么:
Very professional. Very open. Sam Ratnage has proven to be an excellent client relationship manager. Always responds quickly to requests. Very flexible regarding time and place of meetings. Clearly...
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Sam Ratnage
Tideway Wealth Management
6 years ago
Thank you for the positive feedback Jim. I hope you and Julie are enjoying your travels.
1
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受信赖的顾客
经 Feefo 确认
6 years ago
Actively manages my pension funds that is in my best interest.
Excellent customer service which is personal and very responsive.