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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Amazing Company and People
From the start, they listened. They took time to explain everything, Sarah explained all the admin,Paul did the rest.
For someone who struggles with this type of thing these guys really did help.
23 de junho de 2026
Resposta da SFL Wealth Management
It's fantastic to see your review, Andrew. Both Sarah and Paul will be delighted to read your feedback. Thank you so much for taking the time to share your experience with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Really polite and helpful and dealt…
Really polite and helpful and dealt with my business speedily
23 de março de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
We are very pleased to hear we were able to assist, Andy. 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.
sfl made transferring my pension…
sfl made transferring my pension easy,stressless and quick
Paul my advisor took the time to explain things to me and keep me updated on the transfer.
would recommend to a friend.
15 de junho de 2026
Resposta da SFL Wealth Management
Hi Lee,
Thank you for taking the time to leave us a review.
We're delighted to hear that Paul was able to make your pension transfer process easy, stress-free, and efficient. Keeping our clients informed and ensuring they fully understand their options is something we take great pride in, so it's wonderful to know that you felt supported throughout the process.
Thank you for your recommendation — it means a great deal to both Paul and the team.
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…
Absolutely delighted with the service provided by SFL wealth management , everybody has been Very friendly, helpful and very professional , my advisor tony has done a brilliant job sorting out my old cis pension for me and I'm over the moon with the service provided by SFL and I'd highly recommend them to everyone looking for financial advice or help etc , can't thank these guys enough .
17 de junho de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to leave us such a wonderful review, William. Tony and the team will be delighted to read your kind comments. We’re thrilled that we were able to help and that you were pleased with the service you received. Thank you very much for your recommendation.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
First time customer made me feel…Response
First time customer made me feel totally in control knowing what was happening! I'm very happy with the result and have only good things to say,very relaxing and made everything easy to understand! Highly recommend!
Adam
11 de junho de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
Hi Adam,
Thank you for taking the time to leave us a review.
We're delighted to hear your feedback and that we were able to assist you. Thank you for your recommendation and your kind words; they are greatly appreciated.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
It was a fast efficient and friendly…
It was a fast efficient and friendly service
10 de junho de 2026
Resposta da SFL Wealth Management
Thank you so much, Paul. We are delighted to hear that everything went smoothly and you were happy with the service. The team will be thrilled.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Thank you so much SFL Wealth
All of the team at SFL Wealth Management were amazing. At a dark and difficult time in my life when I was really struggling they were so supportive, caring and understanding with me and of my situation. Always kind and friendly when we had any contact and willing to go the extra mile if required to get everything sorted out as quickly and as well as possible, putting my best interests first. I cant thank them enough for their time and effort and would definitely recommend them to anyone who needs their services without hesitation!!
3 de junho de 2026
Resposta da SFL Wealth Management
Thank you so much for your kind words and for taking the time to share your experience, Daren.
We are delighted to hear that the team were able to provide the support, care, and guidance you needed throughout the process.
We will be sure to share your comments with the team, who will be thrilled to know they made such a positive difference. Thank you once again for your recommendation.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Very helpful and reassuring advice
Very helpful and reassuring advice. Good communication at every stage. I can now look forward to my retirement knowing my pension is in a good place.
1 de maio de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
We are delighted to have been able to help, David. Thank you for taking the time to share your review with us. The team will be thrilled.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Being trying to cash this policy in…
Being trying to cash this policy in since last August Then Tony came on the phone to he was a breath of Fresh Air sorted me Brilliant
Happy Days
20 de abril de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
Thank you for taking the time to share your experience with us, Anne. Tony will be delighted to read your review. We're so pleased to hear that you were happy with the service he provided in helping you release your tax-free cash.
If you need anything at all or have any questions in the future, please don't hesitate to get in touch. We're always happy to help.
Totally profesional 5*
The staff at SFL were both charming and knowledgeable. I was kept informed and my questions were answered swiftly and in easy to understand language.
All I can say is I would not hesitate to use them again
and recommend them to others
4 de maio de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
Thank you for taking the time to leave such lovely feedback. We’re really pleased to hear that the team kept you informed throughout and was able to answer your questions clearly and promptly.
Thank you again for your recommendation — it’s genuinely appreciated by everyone here at Secure For Life Wealth Management Ltd.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Upfront company
Well explained and up front with everything.
Has saved me money with fee i was paying to manage pension.
With the £2500 fee for handling it will take approximately 1 year before before I start making a profit
23 de abril de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to leave your feedback, Iain. We’re really pleased to hear that everything was explained clearly and transparently throughout the process.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Resposta da SFL Wealth Management
Thank you for taking the time to share your review with us, Mr Green. We are pleased to hear everything went well. If you need anything at all or have any further questions, please don’t hesitate to get in touch.
One phone call and my mind was set at ease
One phone call and my mind was set at ease, they handled everything, i received my 25% and they used the remaining 75% to set up an investment pot
15 de abril de 2026
Resposta da SFL Wealth Management
Thank you for your review, Graham. It's great to hear everything went well, and we were able to help. We shall pass your feedback on to the team, they will be delighted. If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Resposta da SFL Wealth Management
Thank you so much for taking the time to leave us your review, Tony. It's great to hear. If you need anything at all or have any further questions, please don’t hesitate to get in touch.
You can not trust anyone else with…
You can not trust anyone else with advise with your finance here ,they achievied everything i wanted to do and saved me money on tax but still left me with options to withdrawall on my pension for my best intrest ,will be recommending this company to all my friends
23 de abril de 2026
Resposta da SFL Wealth Management
That's fantastic to hear, Tim. Thank you so much for your kind words and for taking the time to share your feedback. It will put a big smile on the faces of the team.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Extremely helpful throughout from start…
Extremely helpful throughout from start to finish
23 de abril de 2026
Resposta da SFL Wealth Management
We are very pleased to hear we were able to help, John. Thank you for sharing your feedback with us. The team will be delighted to see it.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Great service from start to finish…
Great service from start to finish would highly recommend.
9 de fevereiro de 2026
Resposta da SFL Wealth Management
We are delighted to hear you would recommend us, Al. 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 or have any further questions, please don’t hesitate to get in touch.
Professional and friendly service
Helped sort out all my pensions in a professional and friendly manner. Has helped set me up and feel more relaxed for my future.
8 de janeiro de 2026
Resposta da SFL Wealth Management
That's lovely to hear, Darren. It's great to hear your feedback. Thank you for taking the time to share your review with us. Everyone here at SFL Wealth Management is delighted to read it.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Resposta da SFL Wealth Management
Thank you, Graham. We are pleased to hear everything went well and the team was able to help.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
Superb company to deal with
Superb company to deal with everyone who I dealt with is very knowledgeable and was very understanding of my needs.
Particular thanks to Tony Stevens, the advisor, who is superb and would recommend him to anyone for financial advice.
Highly recommended company.
15 de abril de 2026
Resposta da SFL Wealth Management
That’s fantastic to hear, Robert. Thank you for taking the time to share your feedback with us. Tony will be thrilled to read your kind words and recommendation.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
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