SFL Wealth Management Opiniões 139

TrustScore: 5 em 5

4,8

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

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.

A empresa respondeu

Classificada 5 em 5 estrelas

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 pat... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

Helped sort out all my pensions in a professional and friendly manner. Has helped set me up and feel more relaxed for my future.

A empresa respondeu

Classificada 5 em 5 estrelas

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... Ver mais

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Informações sobre a empresa

  1. Consultor financeiro

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 contacto

4,8

Excelente

TrustScore: 5 em 5

139 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Respondeu a 100% das suas opiniões negativas

Geralmente responde dentro de uma semana

Como esta empresa usa o Trustpilot

Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.

Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

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
logótipo da SFL Wealth Management

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.

Classificada 5 em 5 estrelas

Was all made very easy and clear

Was all made very easy and clear

15 de abril de 2026
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

Great service

Professional, very knowledgeable about all my pension options, would highly recommend

16 de abril de 2026
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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.

Classificada 5 em 5 estrelas
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

So helpful great advice easy Proses…

So helpful great advice easy Proses fast affishant

19 de março de 2026
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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.

Classificada 5 em 5 estrelas

Helpful and Polite

Helpful and Polite

12 de março de 2026
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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.

Classificada 5 em 5 estrelas

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
Opinião espontânea
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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.

Classificada 5 em 5 estrelas

Very helpful polite and understanding

Very helpful polite and understanding

26 de fevereiro de 2026
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

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
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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.

Classificada 5 em 5 estrelas

My pension

Very helpful in every way. Dates and time great . He knows his job

26 de fevereiro de 2026
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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.

Classificada 5 em 5 estrelas

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
Opinião espontânea
logótipo da SFL Wealth Management

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.

Classificada 5 em 5 estrelas

Honesty and helpful

Honest, extremely helpful and prompt with any queries.

4 de fevereiro de 2026
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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.

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