WEALTH MANAGEMENT SERVICE
Tideway offers a complete Wealth Management Service for HNW individuals provide a bespoke proposition for each client.
Tideway will work with you to understand all your investment needs and tailor its advice and service to best suit your long term requirements.
We will monitor your situation on an on-going basis to ensure you are achieving the optimal results from the investment strategy we have put in place, leaving you free to focus on other areas of your life in the knowledge that your finances are in safe hands.
The Tideway Process
Step 1 - Initial meeting:
Initial free of charge consultation to discuss your financial situation and your objectives/goals for the future
Step 2 - Planning and Advice:
Tideway will produce a summary of the meeting and a proposal that will give a brief outline of how we would approach the overall management of your wealth. In this proposal we would include any relevant authority/transfer forms and the Tideway Terms of Business which you can sign should you wish to porceed.
Step 3 - Implementation:
Once we have been appointed, we will produce a more detailed due diligence document on each of the key elements of the strategy, ensuring you have a full understanding of the benefits and any risks involved. Tideway will help set up any new accounts you require and move funds around to create new investment portfolios and also help you set up online access so you can view your portfolio valuations and transaction statements.
Step 4 - On-going Management:
Tideway will undertake on-going management of your portfolios to keep them optimally invested, providing regular performance reviews, any statements for tax declaration purposes and any advice you require about adding and withdrawing funds.
