SFL Wealth Management Bewertungen 

My initial enquiry for advice was via the "Unbiased" financial advice service who for my policies recommended SFL Wealth Management in Cardiff. My call to SFL was answered promptly and after giving details of my policies I was contacted by Tony Stevens who spent time finding out about my needs, the reasons for consolidating policies and thoughts for the future. He made recommendations based on these needs and made all of the transfer arrangements for me. I was pleased to be treated as a person rather than just a number and the advice and actions taken have worked well for my situation. This all took place during 2022 but I have had further advice on an additional policy in February this year which again has been useful. I would have no hesitation in recommending both Tony Stevens and SFL Wealth Management to offer sound advice.

Really helpful service, I'm completely clueless with pensions theses guys made it so easy for me to make the right decision, so friendly, very very quickly the funds were transferred to my account. I can't recommend these guys enough

Excellent service from start to finish. Had a tricky case but was looked after by all the team great correspondence and went the extra mile. Special thanks to Claire and Tony a credit to the company. Would thoroughly recommend to everyone couldn’t have asked for more.

I would like to thank sfl for their hard work and professional which they have helped me to get the best out of my pension excellent service

Very helpful , everything explained clearly . They sorted everything out for me

Extremely professional,helpful ,clear in their instructions

Easy and quick service and very well explained

I have used SFL Wealth to consolidate my pension and reinvest elsewhere. I found them to be very helpful, explaining everything so I could understand the process and kept me updated every step of the way. I would recommend them to friends and family if they asked. Service is outstanding and I cannot complain about the whole process as they were amazing.

Great service. Had 2 complex old style pension policies which I could not navigate myself. Tony at SPL guided me through the options and thereafter completed the transfers to a new pension provider. With Tony and the team at SPL all the stress and anxiety was taken away. I was given a completion timescale which was met as SPL are in the background chasing/checking to ensure the transfer is completed expeditiously.

Great to deal with everything explained and processed.

Fantastic customer service and so nice kept me in touch all the way

My pension transfer,,,You have a great team and should be proud of yourselves I found the ladies in the office so helpful and friendly keep up the good work also many thanks to Paul Golding for your expertise

Excellent service
Would recommend to anyone

Just information phone call set the wheels in motion. Minimum fuss and 7 weeks later my pension is sorted.

Tony was excellent in making sure that I understood all my options, everything was discussed fully before I had to make any decisions.

Very professional and helpful staff especially Clare. Fantastic customer service and always available and willing to help and explain. Would recommend.

I had reasonable pension pot that had to be taken out one way or another. It was recommended to me to have a financial advisor give me some idea of what I was facing. I think I found SFL online and decided to give them a ring. From that point on, it was so easy to follow their advice and to talk to really friendly people that new their business. It was just a case of filling in a couple of forms and leaving the rest to SFL. Marvellous.

The whole experience from start to finish the professional customer service team made my
Experience even more enjoyable. Totally worth using the company for future business.

Very efficient, discovered another pension I didn't even know I had !Clearly explained the process and helped me make what I believe was the best choice for me and my future.