Personalised financial planning and portfolio management aimed at creating sustainable tax efficient investment income.
服務
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過去一年 則評價
顯示全部1,063則評論
GE
George
Feefo 驗證
Newcastle upon Tyne
5 years ago
George說了有關 Tideway Wealth Management:
Pension transfer made simple.
In late 2015, I decided that I wanted to change my DB pension with my employer to DC to take into account the advantages I saw in the new rules regarding access to Pensions.
Luckily for me I chose...
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RO
Rosalind
Feefo 驗證
5 years ago
Rosalind說了有關 Tideway Wealth Management:
Good communication and oversight of my investments in these difficult times. Telephone review to cover performance and confirmation of investment objectives.
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MI
Michael
Feefo 驗證
Northamptonshire
5 years ago
Michael說了有關 Tideway Wealth Management:
Accessible, helpful, balanced, sensible, professional and friendly.
I have always found everyone at Tideway (right to the top), very accessible and helpful. The information I'm given is always balanced and sensible and aids me in making my decisions.
Everyone at...
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Ruth McCamley
Tideway Wealth Management
5 years ago
Many thanks for taking the time to leave your feedback. We are delighted that you have found our wealth management service a positive experience.
Ruth
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可信賴顧客
Feefo 驗證
5 years ago
They explain financial matters clearly, always keep appointments and return calls after an enquiry has been made. Update you on portfolios on a regular basis.
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BA
Basil
Feefo 驗證
5 years ago
Basil說了有關 Tideway Wealth Management:
Pension transfer was well managed and 6 monthly reviews were very useful
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AL
Allan
Feefo 驗證
5 years ago
Allan說了有關 Tideway Wealth Management:
Very good experience from first contact until the present. They pitch their explanations of actions that they are taking at a level that can be followed by the inexperienced investor.
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MA
Mark
Feefo 驗證
5 years ago
Mark說了有關 Tideway Wealth Management:
Great service
Kept up to date with investments with full reports regularly, can get in touch anytime and always helpful and follow up any queries. Happy with progress and easy to understand figures.
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可信賴顧客
Feefo 驗證
5 years ago
clear concise & straight forward
good performance in turbulent times and keeping me informed on market activity
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AL
Alan
Feefo 驗證
5 years ago
Alan說了有關 Tideway Wealth Management:
Always keeping me up to date and I do recommend them.
0
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可信賴顧客
Feefo 驗證
5 years ago
Really pleased with how they are managing my pension fund
Always keep me informed and all round great experience, communication especially during the current pandemic and how the fund has performed compared to others