I just wanted to give some feedback on Sue’s conversation with our client earlier today. She came into the office with a glowing reference of Sue, her knowledge and explanation of the final report. THANKS SUE!!!!!! A somewhat disgruntled client is now a very happy client.
Raymond James Investment Services Ltd
My YouInvest transfer with AJ Bell has now been started. I would like to thank everyone at Tideway for the helpful and efficient way that my pension transfer was dealt with.
Dear Mr Baxter,
A quick note to commend the work of your colleague Sam Ratnage, who in recent weeks has promptly put together a DB transfer report for me and offered timely and practical suggestions for various issues as they arose.
Though I have elected not to transfer the DB pension to my pre-existing SIPP at this stage, if I need to do so in the future I will hope to return to Tideway.
I would like to express my thanks to the staff at Tideway who dealt with my transfer. They were very helpful and kept me informed at all times throughout the process of transferring from my previous final salary scheme. I would have no hesitation in recommending them to anyone who is considering using their services.
I just wanted to drop you a quick line to say thank you for the speed, efficiency and amiable way in which you have dealt with myself and my clients. You have turned round their pension transfers inside a very tight deadline after the previous DB specialist/IFA had taken the best part of 9 months to do not a lot! It is fair to say my clients were getting to their wits end with the time it was taking so to have it turned around and the funds transferred to their provider of choice in around 6 weeks is phenomenal and has put me in a great position with them moving forwards. I would not hesitate to recommend your services to other financial services professionals as well as to any other clients needing advice in the DB transfer arena. I look forward to working with you again in the future.
Many thanks for the work you have done to allow for the transfer of my pension to Standard Life. I can confirm that I have now received the tax free cash, and thanks to your hard work much earlier than anticipated. I have now cleared my mortgage which is a great feeling.
I echo my client’s comments and thank you all for the expedient manner in which this case has come to completion.
We have be impressed with your processes, the design, tone and content of your reports and the manner in which you go about your business.
Thanks again for all your assistance and we look forward to continuing our relationship.
Ferguson Oliver Wealth Management
I wish to thank you for the incredible, professional service provided by your firm in transferring my final salary scheme transfer sum to my pension scheme.
In particular I would like to applaud the outstanding support provided by Sam Ratnage. Sam was extremely professional and kept me posted on proceedings on a very timely basis. I also experienced a positive meeting with Sam at your office and was made fully and completely aware of all considerations relating to this transfer. Sam returned my calls immediately and was like a breath of fresh air – a rare thing in these days of generally poor customer service.
I would appreciate it if you can please pass on my sincere thanks to Sam and Stuart, who provided support to Sam in my pension transfer.
I would not hesitate to use the services of Tideway in the future and am delighted to now have such an excellent financial adviser and really appreciate Tideway’s “can do” attitude. I have also recommended you company to a friend and will not hesitate to recommend your services to others whenever the opportunity arises.