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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

154

162

過去一年則評價

顯示全部1,063則評論

Richard

Feefo 驗證

5 years ago

Richard說了有關 Tideway Wealth Management:

First class all the way

Brilliant performance on my sipp excellent service when needed no unnecessary communications

可信賴顧客

Feefo 驗證

5 years ago

I find their service professional, friendly and engaging.

Peter

Feefo 驗證

Warwickshire

5 years ago

Peter說了有關 Tideway Wealth Management:

Initial Investment Review

We had our first investment review with Michael Winstanley via Zoom and found it to be informative, interesting and easily understandable. Tideway have adopted a cautious approach to investment...

Robert

Feefo 驗證

6 years ago

Robert說了有關 Tideway Wealth Management:

Very good and yes I would recommend. Especially in light of recent events where my fund has lost less than I expected despite extreme market turbulence due to the virus.

Julie

Feefo 驗證

6 years ago

Julie說了有關 Tideway Wealth Management:

Sam has looked after us since 2017, he responds quickly to any queries that we may have. He explains everything clearly and ensures our understanding. We meet annually and Sam is happy to visit at...

可信賴顧客

Feefo 驗證

6 years ago

Top notch.

Very good service just what I was looking for. Asked all the questions I would expect and some I hadn't thought of. Process was efficient and professional. 18 months later the investment performance...

Mike Winstanley

Tideway Wealth Management

6 years ago

Thanks for the review, glad you're enjoying the service.

可信賴顧客

Feefo 驗證

6 years ago

They seem on the ball and update info regularly.

Aileen

Feefo 驗證

6 years ago

Aileen說了有關 Tideway Wealth Management:

Very helpful and informative

Ben Klein

Tideway Wealth Management

6 years ago

Thanks Aileen, much appreciated.

Michael

Feefo 驗證

Swansea

6 years ago

Michael說了有關 Tideway Wealth Management:

Excellent customer service, impressive fund performance

Very comprehensive and personalised pension transfer report,and subsequent annual reviews with Ruth have been to the same high standard. Queries are responded to quickly and in great detail. Good...

Ruth McCamley

Tideway Wealth Management

6 years ago

Michael, it was a pleasure advising you on your final salary pension transfer. I really appreciate you taking the time to share your positive feedback and I'm delighted that you feel the service you have received by Tideway is excellent! Ruth

Gary

Feefo 驗證

Chelmsford

6 years ago

Gary說了有關 Tideway Wealth Management:

personable and enlightening

Excellent service thus far. The curstomer portal is informative as regards my investments and easy to understand. My two annual review meetings with Ben Klein have been very enjoyable and I have come...

Ben Klein

Tideway Wealth Management

6 years ago

Thank you for your feedback Gary - good to hear!