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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GA
Gary
经 Feefo 确认
Coleshill
6 years ago
Gary 就 Tideway Wealth Management 说了什么:
V good - annual reviews and telephone availability to talk through questions.
I think 6 monthly reviews could be considered? One bugbear I have is that I can never tell what tax free cash I have...
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受信赖的顾客
经 Feefo 确认
6 years ago
Tideway's service is excellent - good communication, friendly approach, good advice tailored t individual needs and tweaked to suit client's comfort zone.
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for your review, appreciate it.
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受信赖的顾客
经 Feefo 确认
6 years ago
nothings too much trouble
always exceed my expectations
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受信赖的顾客
经 Feefo 确认
6 years ago
Considered investment and pension advice tailored to my own circumstances, agreed actions delivered promptly. Always approachable, responsive and professional.
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks a lot for the review and kind words!
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受信赖的顾客
经 Feefo 确认
6 years ago
Always excellent and personal service. No issues.
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受信赖的顾客
经 Feefo 确认
6 years ago
Very easy to engage and deal with.
The service to date has been excellent. I find every member of the team I have dealt with very professional, informative and explain everything very well in easy to understand style. Really excellent...
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Mike Winstanley
Tideway Wealth Management
6 years ago
Thank you so much for the review and your kind words!
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KE
Keith
经 Feefo 确认
6 years ago
Keith 就 Tideway Wealth Management 说了什么:
Informative and responsive
Very informative and responsive to queries. Yes would recommend
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for the review Keith!
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DA
David
经 Feefo 确认
6 years ago
David 就 Tideway Wealth Management 说了什么:
Excellent
Thorough, professional, responsive
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for your review David!
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KE
Keith
经 Feefo 确认
Kenilworth
6 years ago
Keith 就 Tideway Wealth Management 说了什么:
Very efficient and trustworthy company.
Tideway provided excellent advice regarding the transfer of my final salary pension without any sales pressure. They facilitated the transfer to a SIPP and I am very pleased with the fund performance...
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Ben Klein
Tideway Wealth Management
6 years ago
Thank you for your feedback Keith.
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HE
Helen
经 Feefo 确认
6 years ago
Helen 就 Tideway Wealth Management 说了什么:
Professional , friendly and efficient.
Friendly and very professional company. Excellent communicators and delivered the financial objectives.