PRIVATE CLIENTS

Clients generally approach us in one of two circumstances:

  1. A significant event leading them to have more capital to structure and invest, perhaps after selling a business, on retiring, on divorce or from an inheritance
  2. Their current investment arrangements just aren’t working for them most usually this comes down to inappropriate investments, poor management and high fees.

With a wealth of experience managing private client money and advising individuals and families, Tideway can provide either one off financial consultancy or a complete wealth management service that combines initial consultancy with on-going portfolio management.

 

Are you an IFA interested in using the Tideway DFM service for your clients? Click here for more details