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
RO
Roger
经 Feefo 确认
Suffolk
6 years ago
Roger 就 Tideway Wealth Management 说了什么:
Value for money
Competent and knowledgeable staff.
1
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受信赖的顾客
经 Feefo 确认
6 years ago
Professional company
Good communication and sound investment strategies
1
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CH
Christopher
经 Feefo 确认
6 years ago
Christopher 就 Tideway Wealth Management 说了什么:
User friendly and personal service
Very well presented information, and a good result for the year
Daniel Winsland
Tideway Wealth Management
6 years ago
Thanks for taking the time out to leave a review about the Tideway Wealth Management service Chris. Speak soon.
Dan
1
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受信赖的顾客
经 Feefo 确认
6 years ago
Good service and keep me updated
1
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受信赖的顾客
经 Feefo 确认
6 years ago
The advice we have received in handling of our finance has taken the concerns we had for having our pension paid into a SIPP, ISA and GIA’s.
0
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SI
Sovereign Trust International
经 Feefo 确认
6 years ago
Sovereign Trust International 就 Tideway Wealth Management 说了什么:
Consistent, good, sensible
Consistent serious service, good investment ideas, sensible thinking
0
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RA
Ray
经 Feefo 确认
6 years ago
Ray 就 Tideway Wealth Management 说了什么:
Efficient and effective in dealing with any queries or concerns.
Dealing with Mike is a pleasure. He responds effectively and efficiently with a courteous manner.
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for your kind words Ray, really appreciate the review!
0
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GE
George
经 Feefo 确认
6 years ago
George 就 Tideway Wealth Management 说了什么:
Tideway provides me with very comprehensive information on the investments they have made for me. The quarterly valuation reports are easy to understand and well laid out. My dealings with the Wealth...
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Daniel Winsland
Tideway Wealth Management
6 years ago
Thanks for the kind words George, so glad you are happy with the Tideway Wealth Management service. Look forward to speaking to you soon.
Dan
0
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受信赖的顾客
经 Feefo 确认
6 years ago
Very professional service. Strong communication. I would certainly recommend (and indeed have done so).
0
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受信赖的顾客
经 Feefo 确认
6 years ago
Excellent Customer Service, Highly Recommend!
Excellent customer service, explanations and clear advice given, but no pressure to take action when/if in doubt. Tideway have been exemplary to work with from the moment they arranged the transfer...
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Mike Winstanley
Tideway Wealth Management
6 years ago
Thank you so much for the review and recommendation!