Leadership Team
Wealth Managers
Investment Committee
Other members of the Investment Committee:
Sam Ratnage
James Baxter
Ben Klein
Tideway Ambassadors
Tideway's History
Achieved a significant milestone of £500 million in assets under management for over 700 clients. As part of its strategic growth, the firm has appointed Harry Donoghue and Ben Gilfillan as Wealth Managers.
Neil Croxford is appointed as Chief Executive Officer.
William Bale, who had been part of the Client Services and Paraplanning teams since 2016, becomes our latest Wealth Manager.
Mihir Choughule joins the team as Wealth Manager.
James Saddington is appointed as Chief Compliance Officer.
Neil Croxford joins as Chief Operating Officer, creating a new CRM, improving our IT and migrating client portfolios to a new custody platform with AJ Bell Securities Ltd.
Tideway’s DB pension transfer advice business expands with heightened demand driven by lower gilt yields after the Brexit vote.
Sue Maydwell joins our pensions advice team.
Ben Klein joins Tideway and with Sam Ratnage establishes a wealth management team.
Pensions Freedoms are announced, and it is made law to receive advice to transfer a defined benefit scheme to take advantage of the new flexibilities and generational transfers.
James Baxter writes a guide to defined benefit transfers which gets downloaded over 70,000 times from Tideway’s dedicated final salary transfer website.
James Baxter advises a handful of clients to make defined benefit pension transfers, discovering transfer values which had doubled in value since pension A-Day in 2006.
Nick Gait, our Investment Director, joins the team.
Tideway Investment Partners LLP founded by James Baxter and Ursula Baxter as a private client wealth manager and pensions adviser and takes on the first few clients.
At Tideway, we hold a range of internal and external initiatives to support our employees and clients. Some of our recent activity:
We understand that vulnerability can appear in various ways, and our training and procedures help us identify and manage it whilst respecting every client’s personal circumstances.
We understand that the current climate can be difficult, so we want to prepare to handle difficult conversations and support our clients.
The Consumer Duty is a new FCA initiative that intends to increase trust and confidence in the financial services industry. We have completed a project which included a full review of our business proposition to help support our adherence to the Consumer Duty obligations.