We had outstanding service from Tony Stevens we would never have been able to purchase our home without his expert assistance in releasing my pension. He kept us updated on everything and was a joy to... Ver mais
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Veja o que dizem as avaliações
My independent financial adviser was with Mike Dickenson he secured me a better pension policy than I was in and its now giving me a better return. Things that i found a little daunting Mike explaine... Ver mais
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Right from the start we found everyone we spoke to or emailed incredibly helpful and knowledgeable. The advice we were given really helped us to make the right decision. The whole team were very eff... Ver mais
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I needed a financial advisor and this company helped me move my pension. They are totally trustworthy and all went well very smoothly. I would recommend them 100%
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Detalhes da empresa
Escrito pela empresa
Although there are many different types of pension schemes available, they all have the same objective – to help you save and provide you with an income in later life. At SFL Wealth Management, we provide advice and select products specific to each customer’s individual needs and goals.
Informações de contato
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, Reino Unido
- 01792 735 453
- info@sflwealth.co.uk
- sflwealth.co.uk
4,9
Excelente
216 avaliações
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 100% das avaliações negativas
Normalmente responde dentro de 1 semana
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Very helpful and made it easy for me to…
Very helpful and made it easy for me to understand it was exactly as they said it would be so thanks again would definitely recommend
23 de julho de 2026
Resposta da SFL Wealth Management
Thank you for your recommendation and review, Anne. We are very pleased to hear that everything went well.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Pension
I used this company because needed to talk to a financial advisor and I’m glad I did because from start to finish everything was perfect
My advisor was Tony Steven’s who in my eyes was a top man they shorted anything
I didn’t have to do anything
Many thanks to all that works there
23 de julho de 2026
Resposta da SFL Wealth Management
Tony and the team will be delighted to see your review and feedback, John. Thank you so much for taking the time to share them with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Straight forward process
Straight forward process. No unexpected dramas. Excellent service
23 de julho de 2026
Resposta da SFL Wealth Management
We are pleased to have been able to help, Peter. Thank you for taking the time to share your review with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Pension Review
I contacted SFL wealth to discuss my current pension and if there was anything to be done to make my money work harder for me.
Mike came to see me at my home address, explained the process and came back on a second visit to make a recommendation. This allowed me to consolidate my pensions into one plan but also one, from a big name provider, which would make things simpler to manage but also one with lower fees and likely, based on previous performance, out perform any of my other plans.
The process was simple, well managed and communication with Mike was fantastic and I would highly recommend him and SFL to anyone looking to do the same
10 de julho de 2026
Resposta da SFL Wealth Management
Mike will be delighted to see your review, Ian. Thank you for taking the time to share it with us. The team will be thrilled to know they were able to help.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
SFL made transferring my pension easy…
SFL made transferring my pension easy and stressless.the team took the time to explain if I didn't quite understand some things to me. I would recommend sfl to friends and family.
9 de julho de 2026
Resposta da SFL Wealth Management
We are delighted to read your review, Lee. The team will be thrilled to hear your recommendation. Thank you so much. We are pleased to know everything went well.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Thank you to SFL Wealth Management for…
Thank you to SFL Wealth Management for being such wonderful financial advisers regarding my pension. I would especially like to thank Anna Payne who has recently reviewed my pension and given me a complete understanding my financial affairs. I've been helped by this company for two years now and they will be reviewing my situation annually. It's given me peace of mind over my current and future investments.
15 de julho de 2026
Resposta da SFL Wealth Management
It's fantastic to hear your feedback, Gill. Thank you for taking the time to share it with us. Anna and the team will be delighted to see your review.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Very easy to talk to someone and get…
Very easy to talk to someone and get great advice, and well recommended
8 de julho de 2026
Resposta da SFL Wealth Management
Thank you so much for your recommendation and your review. The team will be delighted to see them.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Makes everything so easy and the main…
Makes everything so easy and the main point is that the staff always listen. Brilliant company to deal with
8 de julho de 2026
Resposta da SFL Wealth Management
Thank you very much for taking the time to share your review with us, Simon. It's great to hear everything went well. The team will be thrilled.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Resposta da SFL Wealth Management
That's fantastic to hear, Colin. Thank you for leaving us your review. The team will be delighted.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Great customer service from Sophie and…
Great customer service from Sophie and Richard.
The personal touch!
Thank you!
10 de julho de 2026
Resposta da SFL Wealth Management
Thank you so much for your review, Mr Wood. Sophie and Richard will be thrilled to see it. We are, too.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
It is well worth engaging with this company
It is well worth engaging with this company to give you financial advice and in particular to manage your pension knowing the right companies to invest with and getting the best returns, brilliant.
Stephen Kay and Anna Payne have been very helpful , friendly and professional, cannot fault them at all.
I would recommend to anyone
9 de julho de 2026
Resposta da SFL Wealth Management
Both Steve and Anna will be delighted to see your review, Karen. As will the team! Thank you so much for sharing your review and recommendation. They are fantastic to see.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Very polite people
Very polite people, very helpful, and there was no pressure in helping me to come to the decision. Thank you very much Neil
9 de julho de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to share your review with us, Neil. It's great to hear we were able to help. The team will be delighted.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Staff are great
The people at SFL Wealth are extremely friendly and so supportive.
7 de julho de 2026
Resposta da SFL Wealth Management
The team will be thrilled to see your review, Lucy. It's fantastic to hear. Thank you for taking the time to share your review with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Excellent service
The advisers listened carefully & provided a solution that met my particular (if strange) needs in full. I'd totally recommend them to anyone.
7 de julho de 2026
Resposta da SFL Wealth Management
We are very pleased to have been able to help, Bill. Thank you for taking the time to leave us your feedback. It means a lot to us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Absolutely delighted with the service…
We are absolutely delighted with the service provided by SFL wealth management for my husbands pension, everybody has been very friendly, helpful and very professional. They did a brilliant job sorting out his old cis pension. We would highly recommend them to everyone looking for financial advice or help etc , can't thank these guys enough .
7 de julho de 2026
Resposta da SFL Wealth Management
It's fantastic to hear your review and your recommendation, Sue. The team will be delighted to see it. Thank you so much for taking the time to share it with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
SFL explained everything perfectly
SFL explained everything perfectly, I would recommend them,as they are concise and efficient.
12 de fevereiro de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
Thank you so much for your recommendation and review, Graham. The team will be thrilled to see that everything went well. It's great to hear your feedback
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Happy retirement
Spoke to Nigel Ogden and he was very helpful and took time to explain everything to me. And SFL dealt with everything for me and it all went through with no problems.
30 de junho de 2026
Resposta da SFL Wealth Management
Nigel will be delighted to see your review, Keith. Thank you very much for taking the time to share your review with us. The team will be thrilled.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Excellent service and very friendly to…
Excellent service and very friendly to talk too. I certainly couldn't have done it without them. Thanks
27 de maio de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
Thank you for taking the time to leave us such a wonderful review, Colin
We're delighted to hear that you were pleased with the service you received and found our team friendly and approachable. Knowing that we were able to help and support you through the process means a great deal to us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Quick and excellent advice
Quick and excellent advice, understood my requirements and made them reality quickly
And easily. Excellent support.
23 de junho de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to leave us such a positive review, Mark
We're delighted to hear that you found the advice quick and helpful, and that we were able to understand your requirements and turn them into reality quickly and easily. It's also wonderful to hear that you felt well supported throughout the process.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Overall SFL did a good job
Overall SFL did a good job. Lovely people doing their best to help me. I'm very grateful for your help.
23 de junho de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to leave us a review, Michael.
We're delighted to hear that you had a positive experience with SFL Wealth Management. Your kind words about our team mean a great deal to us, and we're grateful for the opportunity to have helped you.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
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