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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We are really pleased with the service provided by SFL wealth management. Everyone has been very friendly, helpful and very professional. They did a brilliant job sorting out a better company for o... Ver mais
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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 wou... Ver mais
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Informações sobre a 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 contacto
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
212 opiniões
Pede aos clientes que escrevam opiniões
Esta empresa convida os seus clientes a escrever opiniões, sejam estas positivas ou negativas
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.
They listen to you then apply the best solution
Listen to what you are trying to do and find you the best suitable solution which will help you achieve that
25 de agosto de 2026
Resposta da SFL Wealth Management
We are pleased to have been able to help, Gary. Thank you for taking the time to share your review with us. The team will be thrilled to see it.
Please don't hesitate to get in touch if we can be of any further assistance.
Good Experience
We are really pleased with the service provided by SFL wealth management. Everyone has been very friendly, helpful and very professional. They did a brilliant job sorting out a better company for our funds. We would highly recommend them if looking for advice or help, We can't thank them enough for their help.
24 de agosto de 2026
Resposta da SFL Wealth Management
We are delighted to hear your feedback, Anne. Thank you for taking the time to share it with us. The team will be thrilled to hear of your recommendation and your review.
Please don't hesitate to get in touch if we can be of any further assistance.
Anna Payne was brilliant
Anna Payne was brilliant. She made everything so understandable & her advise was beneficial.
20 de agosto de 2026
Resposta da SFL Wealth Management
Anna will be very pleased to hear your feedback, Cameron. Thank you so much for taking the time to share it with us.
Please don't hesitate to get in touch if we can be of any further assistance.
Help with Early release of funds
Very helpful and informative with sorting out my old style pension thats difficult to sort out normally if you want to take it earlier than usual or just releasing some of its capital and helping me understand the options I had and implementing what I wanted to do with it and putting everything into place to best suit my needs for now and in the future
22 de abril de 2026
Opinião espontânea
Resposta da SFL Wealth Management
Thank you for taking the time to share your review with us, Alan. We are very pleased to hear it. The team will be delighted to see it, too. Thank you again.
Please don't hesitate to get in touch if we can be of any further assistance.
Pension claim sorted quickly and…
Pension claim sorted quickly and easily.
Excellent Financial advice saved me money.
Long may it continue.
12 de agosto de 2026
Opinião espontânea
Resposta da SFL Wealth Management
That's fantastic to hear, Paul. We are very pleased to see you were happy with everything and that we were able to help. The team will be delighted. Thank you.
Please don't hesitate to get in touch if we can be of any further assistance.
Excellent service and expert pension…
Excellent service and expert pension advice. The adviser took the time to explain all my pension options clearly and answered every question with patience and professionalism. I felt confident that the recommendations were tailored to my circumstances and focused on helping me achieve the best outcome for my retirement. The whole process was straightforward, and I never felt under any pressure. I would highly recommend their services to anyone looking for honest, knowledgeable, and reliable pension advice.
6 de agosto de 2026
Resposta da SFL Wealth Management
Thank you so much for taking the time to share your feedback with us, Joanna. The team will be delighted to hear that you were happy with the service provided and for your recommendation. Thank you again for your review.
Please don't hesitate to get in touch if we can be of any further assistance.
Excellent pension planning.
I initially engaged with SFL in early 2023 a couple of years ahead of my planned retirement and the service they have provided for me has been first class. The initial contact and follow up meetings in both consolidating and then investing my accrued pension arrangements were reassuringly thorough.
I am very happy how SFL have advised me throughout my pension planning process. Now that I have retired, the ongoing annual review process is also proving very useful and I have a high degree of confidence in their care and attention to detail in minimising risks to my pension investments.
29 de julho de 2026
Resposta da SFL Wealth Management
Thank you for taking the time to share your feedback with us, Andrew. It's great to hear that you are happy with the ongoing service we've provided for you. The team here at SFL Wealth will be thrilled to see your review.
Please don't hesitate to get in touch if we can be of any further assistance.
The company was very helpful and…
The company was very helpful and understanding of what i wanted will recameand them to any body for help
5 de agosto de 2026
Resposta da SFL Wealth Management
The team will be delighted to see your review and recommendation. Thank you very much for taking the time to share them with us. It's great to hear.
Please don't hesitate to get in touch if we can be of any further assistance.
They help you to look after your money .
Excellent company knowledgeable in all finical and pension matters .
Have delt with all my request promptly and with excellent customer services.
5 de agosto de 2026
Resposta da SFL Wealth Management
Thank you so much, Ian. It's fantastic to hear you were happy with the service. The team will be delighted.
Please don't hesitate to get in touch if we can be of any further assistance.
Absolutely delighted with the advice…
Absolutely delighted with the advice and service offered by SFL , everyone involved in my pension transfer was very helpful and informative , would highly recommend using this company for financial support and services , pension transfers etc , I had an old antiquated cis pension . Gar . Etc SFL transferred it to a Flexi access drawdown with aviva so that I could access my funds . Thanks to everyone who I corresponded with at SFL. Best wishes for the future
1 de julho de 2026
Opinião espontânea
Resposta da SFL Wealth Management
We are delighted to hear that, William. The team will be thrilled to see your review and feedback. They are great to see. Thank you so much for taking the time to share them with us.
Please don't hesitate to get in touch if we can be of any further assistance.
Resposta da SFL Wealth Management
You are very welcome, Peter. Thank you for leaving us your review. We are pleased to see it.
Please don't hesitate to get in touch if we can be of any further assistance.
CIS Pension transfer.
They made the process very easy to transfer my old CIS pension with a GAR which Royal London took over a few years ago, from start to finish took about 8 weeks for the transfer to complete. Highly recommended and very helpful with any questions i had and guided me through each stage of the transfer process.
30 de julho de 2026
Resposta da SFL Wealth Management
We are very pleased to have been able to help you with your pension transfer. It's great to hear that we were able to help. Thank you for taking the time to share your review with us.
Please don't hesitate to get in touch if we can be of any further assistance.
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 de julho de 2026
Resposta da 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 de junho de 2026
Opinião espontânea
Resposta da 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 de julho de 2026
Resposta da 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 de julho de 2026
Resposta da 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 de julho de 2026
Resposta da 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 de julho de 2026
Resposta da 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 de julho de 2026
Resposta da 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 de julho de 2026
Resposta da 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.
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