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
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
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
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.
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, Reino Unido
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Every thing the team said was going to happen did happen and they explained everything step by step
D Thompson

Resposta da SFL Wealth Management
The whole experience was indeed a little stressful at times and a great deal of back and forth. Luckily my advisor was on the ball and didn’t give up, very impressed with her diligence, knowledge and understanding of what I needed. Great job.

Resposta da SFL Wealth Management
Answered my phone call within a minute. Very friendly, very professional and very competent.10 out of 10

Resposta da SFL Wealth Management
Highly recommend from start to finish very professional.

Resposta da SFL Wealth Management
Outstanding service from Paul, Claire, Tayla and Sophie. The team helped me immensely and explained my pension options clearly as well as going over and beyond to quicken the process with my pension provider. I am so happy I chose this company to guide me through the complicated process. Thank you so much to all involved. A very happy customer. Would highly recommend.

Resposta da SFL Wealth Management
I found the thought of dealing with my pensions very nerve racking with so many stories of scams, but from the very beginning the SFL team put me at ease. They guided me through my options and there knowledge was second to none and everything that was recommended was explained throughly. The process was professionally dealt with and security conscious with signatures and authorisation protocol which put me at ease. A real pleasure to deal with.

Resposta da SFL Wealth Management
Great work from these guys ,made our experience a lot easier than we expected and all done in great time

Resposta da SFL Wealth Management
Well what can I say , I was getting no where with my existing pension company until I got in contact with sfl and I got to say what a fantastic company this is .Eight weeks later I have my lump sum in bank couldn't fault Tony Stevens brilliant down to earth guy sorted it all out for me.I now have paid my morgage off and am morgage free .Thanks sfl for all your help

Resposta da SFL Wealth Management
Helpful and friendly staff , always following through with agreed actions. Very knowledgable about their subject area and able to
communicate and explain issues fully. It’s good that you can speak to the same members of staff who are conversant with your case.

Resposta da SFL Wealth Management
Very good company to deal with. Sorted my pension out very quickly and my 25% tax free was sorted out the next day. Would recommend to anyone and also use them myself again . Thank you

Resposta da SFL Wealth Management
I highly recommend this company. I experienced excellent service from the moment I made my first contact. They gave me great advice and I would have made poor decisions without their input. They kept me up to day and they replied to my emails within a few minutes.

Resposta da SFL Wealth Management
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.

Resposta da SFL Wealth Management
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

Resposta da SFL Wealth Management
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.

Resposta da SFL Wealth Management
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

Resposta da SFL Wealth Management
Very helpful , everything explained clearly . They sorted everything out for me

Resposta da SFL Wealth Management

Resposta da SFL Wealth Management
Easy and quick service and very well explained

Resposta da SFL Wealth Management
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.

Resposta da SFL Wealth Management
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