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Tideway Wealth Management 評論

https://www.tidewaywealth.co.uk

出色

Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.

服務

4.9

158

166

過去一年則評價

顯示全部1,060則評論

可信賴顧客

Feefo 驗證

2 days ago

Tideway

Helpful and reasonable fees.

Tony

Feefo 驗證

GBR

3 days ago

Tony說了有關 Tideway Wealth Management:

expert financial advice - always.

Tideway (and specifically Ben Klein) has been managing my pension investment portfolio for over 6 years now and the level of service, knowledge and advice given has been second to none. Would highly...

Raymond

Feefo 驗證

GBR

4 days ago

Raymond說了有關 Tideway Wealth Management:

Very good at what they do

Been with Tideway for 4 years now and they have done what we asked them to do. Thoroughly professional in all that they do and on top of that really nice people to do business with.

Heath

Feefo 驗證

5 days ago

Heath說了有關 Tideway Wealth Management:

Very good as always. Information is well presented.

Tom

Feefo 驗證

GBR

5 days ago

Tom說了有關 Tideway Wealth Management:

Excellent Boutique Pension Manager

Tideway have been managing my pension for over 10 years, the investment record has been great, the service very personal and appropriate to my circumstances and generally I wouldn't hesitate to...

Gareth

Feefo 驗證

GBR

13 days ago

Gareth說了有關 Tideway Wealth Management:

very happy customer

professional, honest and clear advice, taking in account our our personal preferences in investment

可信賴顧客

Feefo 驗證

1 month ago

the game

i think the attention i receive is adequate. i certainly do not feel especially looked after i must be truthful. i haven’t had much experience with many financial institutions and my funds have...

Neil

Tideway Wealth Management

29 days ago

Thank you for taking the time to share your feedback. I’m sorry to hear you don’t feel especially looked after — that’s not the experience we want any client to have. We take the stewardship of clients’ money and the quality of our ongoing support very seriously. You mention your experience with other institutions and the reducing value of your funds over the past ten years but, since joining us three years ago, we would hope you’ve felt well supported. I can see that we have agreed a plan with you, but we would like to understand what you feel is missing and agree what more we can do to help. Your adviser is currently away, but a member of our team will contact you directly to arrange a call at a convenient time. Separately, while we can’t comment on services provided by third parties, we’re very happy to liaise further with your accountant (with your permission) so that you feel you are receiving joined up support. Kind regards, Neil Croxford CEO

可信賴顧客

29 days ago

hello neil croxford thank you for your thoughtful reply. I’m on my way to hanoi right now and not returning to uk until 22/05. my accountant is alistair summers. a friend of seymour banks. I’m unsure what to say but liase with alistair would be useful. thank you nancy

可信賴顧客

Feefo 驗證

1 month ago

Gareth Lloyd

Feefo 驗證

GBR

1 month ago

Gareth Lloyd說了有關 Tideway Wealth Management:

Very pleased with Tideway’s service.

Good advice, good communication, great client care.

Susan

Feefo 驗證

GBR

1 month ago

Susan說了有關 Tideway Wealth Management:

Great financial planning

I always welcome the call to enable me to review my account. Any questions I have Mihir is able to answer.

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