SFL Wealth Management Opiniões 

213
•
TrustScore: 5 em 5

4,9

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

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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Classificada 5 em 5 estrelas

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

Classificada 5 em 5 estrelas

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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Classificada 5 em 5 estrelas

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

  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

4,9

Excelente

TrustScore: 5 em 5

213 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,9

Todas as opiniões

(213)

126 opiniões nos últimos 12 meses

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Classificada 5 em 5 estrelas

Every thing the team said was going to…

Every thing the team said was going to happen did happen and they explained everything step by step
D Thompson

4 de agosto de 2025
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Resposta da SFL Wealth Management

Thank you so much for your kind words, Delroy! We're really glad to hear that everything went as expected and that the team kept you informed every step of the way. Clear communication is something we pride ourselves on, so it’s great to know it made a difference.

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.

Classificada 5 em 5 estrelas

Great job.

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.

31 de julho de 2025
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Resposta da SFL Wealth Management

Thank you very much for your review, Mandie. We understand that the process can sometimes feel a bit overwhelming, so we're really pleased to hear that your adviser was able to support you throughout and ensure everything moved forward.

We'll be sure to pass on your kind words about her diligence, knowledge, and understanding—she’ll be thrilled to know her efforts made a difference.

If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Answered my phone call within a minute

Answered my phone call within a minute. Very friendly, very professional and very competent.10 out of 10

23 de julho de 2025
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Resposta da SFL Wealth Management

Thank you very much for taking the time to share your review with us. The team will be delighted to see it. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Highly recommend from start to finish…

Highly recommend from start to finish very professional.

21 de julho de 2025
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Resposta da SFL Wealth Management

That's fantastic to hear, Kendra. The team will be delighted to see your review. Thank you for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Outstanding service from Team

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.

10 de julho de 2025
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Resposta da SFL Wealth Management

Paul, Claire, Tayla and Sophie will be delighted to see your review, Jenny. We are very happy to hear everything went well and the team were able to help. 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.

Classificada 5 em 5 estrelas

I found the thought of dealing with my…

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.

24 de junho de 2025
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Resposta da SFL Wealth Management

We are delighted to hear your review, Andrew. Thank you so much for taking the time to share it with us, it's great to see. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Great work from these guys ,made our…

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

4 de junho de 2025
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Resposta da SFL Wealth Management

Thank you very much for taking the time to share your review with us, Beverley. We are thrilled to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Tony stevens

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

19 de junho de 2025
Opinião espontânea
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Resposta da SFL Wealth Management

Thank you very much for your review, Dennis. We are delighted to hear everything went well and were able to help. Tony will be thrilled to read your review. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Excellent service

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.

3 de junho de 2025
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Resposta da SFL Wealth Management

Thank you so much for taking the time to share your review with us, Keith. We are delighted to hear we were able to help. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Very good company to deal with

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

12 de maio de 2025
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Resposta da SFL Wealth Management

We are thrilled to hear you would recommend us, Wendy. Thank you so 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.

Classificada 5 em 5 estrelas

I highly recommend this company

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.

10 de abril de 2025
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Resposta da SFL Wealth Management

It's fantastic to hear your review and your recommendation, Fionnuala. 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.

Classificada 5 em 5 estrelas

Incredibly helpful

Incredibly helpful. Great adv

25 de março de 2025
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Resposta da SFL Wealth Management

That's brilliant to hear, Eira. Thank you very much for leaving us your review. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

I was treated as a valued customer

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.

11 de fevereiro de 2025
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Resposta da SFL Wealth Management

That's fantastic to hear, Mr Plummer. Tony and the team will be very pleased to see your review when we pass it on to them. Thank you very much for taking the time to share it with us. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Really helpful service

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

26 de março de 2025
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Resposta da SFL Wealth Management

The team will be delighted to see your review, David. Thank you so much for taking the time to share it with us. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Excellent service from start to finish

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.

5 de fevereiro de 2025
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Resposta da SFL Wealth Management

Thank you very much for taking the time to share your review with us. Both Tony and Claire will be delighted to read it. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

…Derrick 5&

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

22 de janeiro de 2025
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Resposta da SFL Wealth Management

We are delighted to see your review, Derrick. Thank you so much for taking the time to share your experience with us, it's great to hear. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Very helpful

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

21 de janeiro de 2025
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Resposta da SFL Wealth Management

Thank you very much, Deborah. We are very happy to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Pension fund

Extremely professional,helpful ,clear in their instructions

9 de janeiro de 2025
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Resposta da SFL Wealth Management

That's fantastic to hear, Steve. We are very pleased to read everything went well. Thank you very much for your review. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Easy and quick service and very well…

Easy and quick service and very well explained

28 de novembro de 2024
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Resposta da SFL Wealth Management

Thank you very much for your review, Kerri. We are pleased to hear that everything went well. If you have any questions or queries, please don't hesitate to contact us.

Classificada 5 em 5 estrelas

Excellent service

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.

29 de novembro de 2024
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Resposta da SFL Wealth Management

It's fantastic to hear you would recommend us and everything went well, Jeffrey. 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.

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