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
A empresa respondeu
Embora não verifiquemos reivindicações específicas uma vez que os autores têm direito a ter a sua opinião, podemos classificar as opiniões como "Verificadas" quando conseguimos confirmar a ocorrência de uma interação com a empresa. Saber mais
Para proteger a integridade da plataforma, todas as opiniões na nossa plataforma (verificadas ou não) são analisadas pelo nosso software automatizado 24 horas por dia, 7 dias por semana. Esta tecnologia foi concebida para identificar e remover conteúdos que violam as nossas diretrizes, incluindo opiniões que não se baseiam numa experiência real. É possível que não consigamos dar conta de tudo, pelo que poderá sinalizar alguma coisa que ache que nos possa ter escapado. Saber mais
Leia as opiniões dos outros
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
A empresa respondeu
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
A empresa respondeu
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
A empresa respondeu
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
213 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.
Resposta da SFL Wealth Management
Thank you very much. Antony. We are very happy to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.
Pension
Fairplay they made getting my 25% tax free money from frozen pension really easy ,put me in touch with right person. Was worried about doing it on phone,like to do things face to face but there was no need to be .thankyou for your help
29 de outubro de 2025
Resposta da SFL Wealth Management
It's great to hear we were able to help, Gerald. We shall pass your review on to the team. They will be very pleased. Thank you. If you have any questions or queries, please don't hesitate to contact us.
was given important info …
was given important info i was not aware of, my fin adv Mr Nigel Ogden (who was excellent)went through all options at my disposal, and when something i was unsure off if i could not get in contact with Nigel, his office was always there to help.
Very excellent and professional from Nigel and his team
28 de outubro de 2025
Resposta da SFL Wealth Management
We are very pleased to hear your review, Martin. Both Nigel and the team will be thrilled to see your feedback. Thank you for taking the time to share them with us. If you have any questions or queries, please don't hesitate to contact us.
Professional people
Great experience from start to finish.kept well informed all the way through the process.
30 de outubro de 2025
Resposta da SFL Wealth Management
Thank you very much, Mr Steel. We are very happy to hear everything went well. It's great to see your review. If you have any questions or queries, please don't hesitate to contact us.
Really helpful informative
Really helpful informative explained everything to me
30 de outubro de 2025
Resposta da SFL Wealth Management
We are delighted to have been able to help. It's great to see your review. If you have any questions or queries, please don't hesitate to contact us.
Resposta da SFL Wealth Management
It's great to see your review, Carl. Thank you very much for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.
Received a first class service from SFL…
Received a first class service from SFL wealth . Friendly and very professional, won’t hesitate to use them again
30 de outubro de 2025
Resposta da SFL Wealth Management
Thank you very much for leaving us your review, John. We are very pleased to have been able to help. If you have any questions or queries, please don't hesitate to contact us.
Such a Joy to deal with absolutely…
Such a Joy to deal with absolutely every they said they would do they delivered on
30 de outubro de 2025
Resposta da SFL Wealth Management
It's great to hear your review, Peter. Thank you so much for taking the time to leave it for us. The team will be thrilled. If you have any questions or queries, please don't hesitate to contact us.
My whole experience was amazing
My whole experience was relaxed, I was given a financial adviser, Tony who was so friendly and amazing. Tony took all the stress out of it for me and advised me well. Would definitely recommend to others.
29 de outubro de 2025
Resposta da SFL Wealth Management
Tony will be delighted to read your recommendation and your review, Tina. Thank you so much for taking the time to share them with us. If you have any questions or queries, please don't hesitate to contact us.
Pension
The advisor listened to all my needs and gave good advice.
Explaining things in easy to understand language.
14 de janeiro de 2025
Resposta da SFL Wealth Management
We are very happy to see that everything went well, Karen. Thank you so much for your review. It's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Paul really listened to my situation
Paul really listened to my situation and provided a sensible solution to my needs.
29 de outubro de 2025
Resposta da SFL Wealth Management
Paul will be pleased to hear that he was able to help, and you were happy with the service, Erica. Thank you for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.
Quick response
Quick response, very professional, only been with with wealth management a few months so as of yet all good.
29 de outubro de 2025
Resposta da SFL Wealth Management
Thank you for taking the time to leave us your review. It's great to have you on board, YB. If you have any questions or queries, please don't hesitate to contact us.
Very helpful & a smooth process moving…
Very helpful & a smooth process moving my pension. Highly recommend!
29 de outubro de 2025
Resposta da SFL Wealth Management
It's fantastic to hear we were able to help, and to see your recommendation, Jason. Thank you for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.
It was 6 months ago i cannot recall
29 de outubro de 2025
Resposta da SFL Wealth Management
Thank you for leaving us your review, Lynn. If you have any questions or queries, please don't hesitate to contact us.
Paul my financial advisor was superb…
Paul my financial advisor was superb right from the start.
I informed him of my wishes and he delivered what I wanted in a very quick and professional manner.
Paul was easy to speak with and explained everything in detail that was on my level.
29 de outubro de 2025
Resposta da SFL Wealth Management
Paul will be very happy to read your feedback, Kevin. Thank you for taking the time to leave us your review. It's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Having reached retirement age I was…
Having reached retirement age I was wondering how I was to get access to my pension. Was going to have a lot running about, going to offices for one thing or another.
But having got in touch with SFL Wealth Management they did all the process of transferring my pension from my pension company to Aviva after a discussion with Nigel Ogden on an arranged phone call.
He talked me through the process telling me how long it would take with fee's etc.
So it was all done no running around, all from home. Brilliant.
29 de outubro de 2025
Resposta da SFL Wealth Management
Thank you so much for taking the time to share your experience with us, Peter. It's great to hear that we were able to help. Nigel will be delighted. If you have any questions or queries, please don't hesitate to contact us.
Great organisation to do business with.
Really easy to deal with, professional, efficient and informative.
Made the process as simple as possible.
28 de outubro de 2025
Resposta da SFL Wealth Management
Thank you so much for your review, Mark. We really appreciate you taking the time to share it with us. It's great to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.
Good advise given from friendly and…
Good advise given from friendly and helpful staff. Highly recommended.
8 de outubro de 2025
Resposta da SFL Wealth Management
Hi Stuart, thank you for your great review! We’re really glad to hear you found our team friendly and helpful, and that their advice made a difference. It's brilliant to see your recommendation!
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
This is a genuine company with excellent staff that run the day to day operation, people you can trust and rely on
My circumstances was quite complicated, I had money scattered around, which required a lot of work. The girls did all the hard work, yes they required some input me, they they advised me well
7 de outubro de 2025
Resposta da SFL Wealth Management
Hi John, thank you so much for your kind words! We're really pleased to hear you found our team so helpful and supportive, especially with your complex situation. We’ll be sure to pass your lovely feedback on to Claire, Tayla and Sophie — they’ll be delighted to know their hard work made a difference.
If you ever need any further help or advice, don’t hesitate to get in touch.
Easy to talk with
Easy to talk with. Explained everything clearly. Fast service with no hidden costs. Tony and Claire were great. Could speak to them anytime. Great service. Thank you guys
26 de agosto de 2025
Resposta da SFL Wealth Management
Thank you so much for your kind words, Tracey. We’re delighted to hear that Tony and Claire made everything clear and straightforward for you. It’s great to know you felt supported and could reach out at any time. We’ll be sure to pass on your thanks to them both.
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
A Experiência Trustpilot
Qualquer pessoa pode escrever uma opinião na Trustpilot. As pessoas que escrevem opiniões têm direito a editá-las ou eliminá-las a qualquer momento. Estas opiniões serão exibidas enquanto uma conta estiver activa.
Contamos com uma equipa especializada e tecnologia inteligente para proteger a nossa plataforma. Descubra como combatemos opiniões falsas.
Leia mais sobre como processamos as opiniões na Trustpilot.
Aqui estão 8 dicas para escrever óptimas avaliações.
A verificação pode ajudar a garantir que são pessoas reais a escrever as opiniões que lê no Trustpilot.
Oferecer incentivos em troca de opiniões ou solicitá-las selectivamente pode distorcer o TrustScore, o que vai contra as nossas directrizes.