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... Mehr ansehen
Unternehmen hat geantwortet
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
I would highly recommend SFL Wealth … they really helped me with all my Pension & investments needs …they are also still helping with there great services Clive
Unternehmen hat geantwortet
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... Mehr ansehen
Unternehmen hat geantwortet
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... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, Vereinigtes Königreich
- 01792 735 453
- info@sflwealth.co.uk
- sflwealth.co.uk
4.9
Hervorragend
220 Bewertungen
Bittet Kunden um Bewertungen
Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.
Hat 100 % seiner negativen Bewertungen beantwortet
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Once my pensionwas transferred to aviva…
Once my pensionwas transferred to aviva trying to withdraw my 25 percent tax free isn't at all straight forward as advised. Aviva are not as helpful as what Paul was
30. Juli 2026
Antwort von SFL Wealth Management
Thank you for taking the time to leave your feedback, Julie. It's great to hear that Paul looked after you so well throughout the advice process.
We're sorry to hear that you've found the withdrawal process with your provider less straightforward than expected. Although we don't control provider processes, we work closely with providers to obtain the information needed and do everything we can to help make the process as smooth as possible.
Please don't hesitate to get in touch if we can be of any further assistance.
Fabulous Transaction
Absolutely brilliant from beginning to end. The initial contact with the company was excellent, I believe she was called Sarah. The advice given by Paul Goulding was spot on , everything he said would happen did & exactly when he said it would.
Cannot recommend them enough.
1. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von SFL Wealth Management
We are delighted to hear your feedback and recommendation, Gazo. Both Sarah and Paul will be thrilled to see it. Thank you very much.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Yearly Review of performance of investment
I was kept informed of how my investment is performing. Also how I viewed any risk involved ,a well respected review offering advice, listening to any concerns and assuring me of how sfl will continuously look after my bests interests.
29. Juli 2026
Antwort von SFL Wealth Management
Thank you for taking the time to share your feedback with us, B Pell. We're delighted to hear that you felt well informed throughout your review and that our team took the time to listen to your concerns while providing clear advice.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Fast,hassle free and financial advice…
Fast,hassle free and financial advice 2nd to none.Highly recommend
22. Juli 2026
Antwort von SFL Wealth Management
It's great to hear we were able to help and that you were happy with the service provided, Darren. Thank you very much for your recommendation.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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.
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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.
Antwort von 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. Juli 2026
Antwort von 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. Juli 2026
Antwort von 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. Februar 2026
Bewertung ohne vorherige Einladung
Antwort von 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.
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