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
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Respondeu a 100% das avaliações negativas
Normalmente responde dentro de 1 semana
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Great service
Professional, very knowledgeable about all my pension options, would highly recommend
16 de abril de 2026
Resposta da SFL Wealth Management
Thank you so much for your review and recommendation, Warren. We are delighted to hear everything went well.
If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.
Quick service,easy to deal with.
16 de abril de 2026
Resposta da SFL Wealth Management
We are pleased to have been able to help, Andrea. Thank you for taking the time to leave us your feedback. The team will be happy to read it. If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.
Battle Fund
As soon as my pension was released Tony my adviser from SFL was very professional in looking after my investment and placing it in an investment fund. That suited my needs.
Thank you.
16 de abril de 2026
Resposta da SFL Wealth Management
Tony and the team will be very pleased to hear your review, John. Thank you for taking the time to share your feedback with us.
If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.
They were very much on top of things…happy days
They were very much on top of things and made my life more easier.
15 de abril de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to share your review with us, Craig. The team will be delighted to hear that everything went smoothly.
If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.
Couldn't have been more helpful
Couldn't have been more helpful, Claire went the extra mile and chased RoyalLondon on my behalf more than once.
7 de abril de 2026
Resposta da SFL Wealth Management
Claire and the team will be delighted to see your review, Linda. Thank you very much for taking the time to share it with us.
If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.
Used this company to draw a pension and…
Used this company to draw a pension and transfer it. I had a very good experience, everything was explained fully and so it was easy to understand and was handled very quickly and professionally. Would without a doubt use again.
12 de março de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to leave us a review, Hannah. We are very pleased to hear that everything went well and that we were able to help with your pension.
If you have any further questions, please don’t hesitate to get in touch.
You were brilliant with communication…
You were brilliant with communication with all parties involved with my pension. Put my mind at ease with the hole process.
25 de março de 2026
Resposta da SFL Wealth Management
It's fantastic to hear we were able to help, Terry. Thank you very much for taking the time to share your review with us.
The team will be thrilled to see your feedback.
If you have any further questions, please don’t hesitate to get in touch.
So helpful great advice easy Proses…
So helpful great advice easy Proses fast affishant
19 de março de 2026
Resposta da SFL Wealth Management
It's great to see your review, Jeanette. We are very pleased to hear that we were able to help and that everything went well. The team will be thrilled.
If you have any further questions, please don’t hesitate to get in touch.
Resposta da SFL Wealth Management
Thank you, George. We are very pleased to hear we were able to help. The team will be delighted.
If you have any further questions, please don’t hesitate to get in touch.
My experience with SFL was very positive.
My experience with SFL was very positive. In particular, the help and advice from Mike Dickenson was professional and friendly. From our initial conversation, during Mike's visit and the regular updates I received, the guidance and information provided was clear and accurate. I would not hesitate to recommend Mike to anyone wishing to review their pension. Thanks so much Mike.
9 de março de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
We are delighted to hear that everything went well with Mike and that you would recommend us. Thank you so much for taking the time to share your review with us. Mike will be thrilled.
If you 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 share your review with us, Adam. The team will be thrilled to read it.
If you have any further questions, please don’t hesitate to get in touch.
A very helpful experience dealing with…
A very helpful experience dealing with SFL wealth management , I was given the perfect guidance that I needed couldn't fault them at all.
26 de fevereiro de 2026
Resposta da SFL Wealth Management
The team will be thrilled to see your review, Mrs O'Connor. Thank you for leaving it for us and it's great to hear everything went well.
If you have any further questions, please don’t hesitate to get in touch.
The team at SFL Wealth provided an excellent service
The team at SFL Wealth were very professional. They provided me with clear and concise advice and I would recommend their service
26 de fevereiro de 2026
Resposta da SFL Wealth Management
We are delighted to hear your recommendation, Julie. Thank you very much for taking the time to leave us you review. It's great to see.
If you have any further questions, please don’t hesitate to get in touch.
My pension
Very helpful in every way. Dates and time great . He knows his job
26 de fevereiro de 2026
Resposta da SFL Wealth Management
That's fantastic to hear, Richard. We are pleased that everything went well. Thank you for taking the time to share your review with us.
If you have any further questions, please don’t hesitate to get in touch.
SFL have been super helpful and totally sorted out my pension
I was matched with SFL on Unbiased.co.uk and I couldn't be more grateful.
I was stuck with a very old, complicated 1980s Co-op pension pot (SERPS anyone?!) and I was tearing my hair out, trying to access my funds. Secretly, I was also very worried that I might get scammed out of my pension if I wasn't careful - there's so much about it in the media.
SFL knew exactly what to do with my pension pot and the service was great.
Tony Stevens was really responsive and helpful, everything was clear, they were able to move my pension pot and access my funds for me.
My tax-free lump sum was drawn down and put into my bank account for me. The remainder is now in a modern scheme with Aviva and I can access it anytime I need to.
Headache over - and thank you to SFL.
16 de fevereiro de 2026
Avaliação não solicitada
Resposta da SFL Wealth Management
That’s fantastic to hear, Lorraine. Thank you so much for taking the time to share your experience with us. Tony and the team will be delighted to read it.
We understand how confusing older pension arrangements can be, so we’re really pleased we were able to make the process clear, straightforward and stress-free for you, and of course, take the headache away.
Take care, and if there’s anything else you need, please don’t hesitate to get in touch.
Resposta da SFL Wealth Management
That's fantastic to hear, Mr Saxton. Thank you for taking the time to share your review with us. The team will be very happy to hear it.
If you need anything, please don’t hesitate to get in touch.
Excellent company
I initially contacted Financiable.co.uk who in turn passed my information to SFL wealth management.
In was then contacted by Tony Stevens and was very impressed with his knowledge, guidance and patience when explaining best options to suit my requirements answering my "many" questions. I also liaised with Claire and Sophie again friendly and helpful. I cannot thank Tony enough for the excellent and prompt service, all completed by December 25.
8 de dezembro de 2025
Resposta da SFL Wealth Management
Thank you so much for taking the time to leave such a kind review, Linda.
We’re delighted to hear that you were impressed with Tony’s knowledge, guidance and patience throughout the process. We’ll be sure to pass your kind words on to Tony, Claire and Sophie – they’ll be very pleased to see it.
If you need anything, please don’t hesitate to get in touch.
Specialists are outstanding
This is an averaged out score because the actual end specialist IFA in this case Tony was way way way beyond 5 stars . His advice was great , he went above and beyond and I would definitely recommend him to anyone as trustworthy and knows his stuff.
The people you have to go through before you get there not so much - 1 star . They forgot about me for 2 weeks even though they knew it was time sensitive, didn’t follow up and felt like I’ve got the ‘sale’ signed I don’t really care . Their management in fairness did pick up the ball and made great efforts to get things back on track once they realised the slip . THE END JUSTIFIES THE MEANS so stick with it because the advice and actioning you need which is why you call in the first place is FIRST RATE. 5 stars plus plus for them .
29 de janeiro de 2026
Resposta da SFL Wealth Management
Thank you so much for taking the time to share your feedback, Jules. We’re thrilled to hear that Tony was able to provide such excellent advice and went above and beyond, we’ll be sure to pass your kind words on to him!
We apologise for the earlier delay, as soon as we became aware, we worked hard to get everything back on track.
We’re delighted that, in the end, you felt the experience and advice you received were first rate. Thank you again for your recommendation and leaving Tony your review. He will be very pleased to see it.
If you need anything, please don’t hesitate to get in touch.
Very helpful after trying to deal with…
Very helpful after trying to deal with royal London my self , it was soon sorted a big thank you.
29 de janeiro de 2026
Resposta da SFL Wealth Management
You are welcome, Larry. The team will be very pleased to see your review. Thank you for taking the time to leave it for us.
If you need anything, please don’t hesitate to get in touch.
Took for ever to get the basic…
Took for ever to get the basic information I wanted and didn’t return phone calls
29 de janeiro de 2026
Resposta da SFL Wealth Management
Thank you for your feedback. We take all reviews seriously, whether positive or negative, to help us improve our processes. We’re sorry to hear about your experience, and have tried reaching out but haven’t been able to get through. Please could you contact us at your convenience so we can address your concerns?
Kind regards,
SFL Wealth Management
info@sflwealth.co.uk
01792 735 453
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