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
Thorough and professional
The initial review was challenging, thorough with a comprehensive report and enabled a better personal understanding of what I was contemplating.
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks for the review!
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JO
John
经 Feefo 确认
Nottingham
6 years ago
John 就 Tideway Wealth Management 说了什么:
Good customer experience
Prompt, concise and efficient service with good communication
Daniel Winsland
Tideway Wealth Management
6 years ago
Thanks for the positive review about the Tideway Wealth Management service, John. Speak soon.
Dan
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RO
Rosalind
经 Feefo 确认
6 years ago
Rosalind 就 Tideway Wealth Management 说了什么:
Professional and available
Professional and available team with annual meeting and ability to get monthly updates on-line.
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KE
Keith
经 Feefo 确认
6 years ago
Keith 就 Tideway Wealth Management 说了什么:
Knowledgeable, approachable.
Annual face to face review with ability to get monthly updates on portfolio performance. Approachable, knowledgeable, listening team.
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受信赖的顾客
经 Feefo 确认
6 years ago
Trustworth and doing a good job
1 year review: From the first stages of pension transfer Tideway have been professional and helpful. They have been available on phone and via email for any queries I have had. Seem to be doing a...
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受信赖的顾客
经 Feefo 确认
6 years ago
Highly customer focussed organisation
Tideway handled the transfer of my work pension to a SIPP with Aj Bell, which they did extremely efficiently. They explained clearly both the advantages and potential disadvantages of doing the...
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受信赖的顾客
经 Feefo 确认
6 years ago
Great service by a professional advisor, Sam, makes it very easy to understand how my pension portfolio is working.
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受信赖的顾客
经 Feefo 确认
6 years ago
Very good information provided and excellent communication.
Daniel Winsland
Tideway Wealth Management
6 years ago
Glad you are happy with the service provided by Tideway Wealth Management - look forward to speaking to you soon.
Dan
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TI
Timothy
经 Feefo 确认
6 years ago
Timothy 就 Tideway Wealth Management 说了什么:
Good service
Polite and freindly. Nothing too much trouble
Mike Winstanley
Tideway Wealth Management
6 years ago
Thanks Tim!
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JA
Jacqueline
经 Feefo 确认
Solihull
6 years ago
Jacqueline 就 Tideway Wealth Management 说了什么:
From the beginning Tideway dealt with my business efficiently and promptly, keeping me updated about any changes or progress. Everything is running smoothly and I would definitely recommend them.