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
213 opiniões
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Great service - highly recommend
Great service. Had 2 complex old style pension policies which I could not navigate myself. Tony at SPL guided me through the options and thereafter completed the transfers to a new pension provider. With Tony and the team at SPL all the stress and anxiety was taken away. I was given a completion timescale which was met as SPL are in the background chasing/checking to ensure the transfer is completed expeditiously.
22 de outubro de 2024
Resposta da SFL Wealth Management
We are very happy to hear everything went well and we were able to help, Liz. We will pass your review on to Tony, he'll be very pleased. If you have any questions or queries, please don't hesitate to contact us.
Great to deal with everything explained…
Great to deal with everything explained and processed.
21 de outubro de 2024
Resposta da SFL Wealth Management
It's great to hear your review, Graham. Thank you very much for sharing it with us. If you have any questions or queries, please don't hesitate to contact us.
Absolutely fantastic would definitely recommend youre company and fantastic x
Fantastic customer service and so nice kept me in touch all the way
15 de outubro de 2024
Resposta da SFL Wealth Management
We are delighted to hear you would recommend us and you were happy with the service, Julia. 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.
My pension transfer,,,You have a great…
My pension transfer,,,You have a great team and should be proud of yourselves I found the ladies in the office so helpful and friendly keep up the good work also many thanks to Paul Golding for your expertise
2 de outubro de 2024
Resposta da SFL Wealth Management
Paul and the team will be delighted to see your review, Kevin. Thank you very much for taking the time to share your review with us, it's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Resposta da SFL Wealth Management
We are delighted to hear your review and recommendation, Dominic. Thank you very much for leaving them for us. If you have any questions or queries, please don't hesitate to contact us.
Straightforward talk on telephone
23 de setembro de 2024
Resposta da SFL Wealth Management
Thank you for your review, Roger. It's great to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.
Pension transfer information phone call set the…
Just information phone call set the wheels in motion. Minimum fuss and 7 weeks later my pension is sorted.
24 de setembro de 2024
Resposta da SFL Wealth Management
We are pleased to have been able to help, George. 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.
Tony *****
Tony was excellent in making sure that I understood all my options, everything was discussed fully before I had to make any decisions.
10 de setembro de 2024
Resposta da SFL Wealth Management
Tony will be delighted to see your review, Carol. Thank you for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.
Very professional and helpful staff…
Very professional and helpful staff especially Clare. Fantastic customer service and always available and willing to help and explain. Would recommend.
6 de setembro de 2024
Resposta da SFL Wealth Management
That's fantastic to hear, Lucy. Clare will be thrilled to read your review. 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.
What to do with your pension pot.
I had reasonable pension pot that had to be taken out one way or another. It was recommended to me to have a financial advisor give me some idea of what I was facing. I think I found SFL online and decided to give them a ring. From that point on, it was so easy to follow their advice and to talk to really friendly people that new their business. It was just a case of filling in a couple of forms and leaving the rest to SFL. Marvellous.
2 de setembro de 2024
Resposta da SFL Wealth Management
We are delighted to see your review, Frederick. Our team will be thrilled to read your comments. 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.
Great professional customer service
The whole experience from start to finish the professional customer service team made my
Experience even more enjoyable. Totally worth using the company for future business.
4 de setembro de 2024
Resposta da SFL Wealth Management
That's fantastic to hear, Mark. Thank you so much for taking the time to share your experience with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.
Very efficient
Very efficient, discovered another pension I didn't even know I had !Clearly explained the process and helped me make what I believe was the best choice for me and my future.
2 de setembro de 2024
Resposta da SFL Wealth Management
Thank you very much for sharing your review with us, Douglas. We are very happy to see it and are glad to have been able to help. If you have any questions or queries, please don't hesitate to contact us.
My experience with SFL from start to…
My experience with SFL from start to finish was reassuring extremely polite and very efficient. Thank you.
2 de agosto de 2024
Resposta da SFL Wealth Management
That's fantastic to hear, Mark. Thank you very much for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.
Friendly and professional recommended
Friendly and professional recommended
Did have to chase a bit once sort fast on payment
2 de agosto de 2024
Resposta da SFL Wealth Management
We are delighted to hear you would recommend us, Andrew. Thank you very much for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.
Thanks to SFL Wealth I was able to sort…
Thanks to SFL Wealth I was able to sort out a tricky pension sharing order. They went above and beyond to get it sorted for me. Thank you so much. I recommend them highly
24 de julho de 2024
Resposta da SFL Wealth Management
We are pleased to hear we were able to help, Gemma. Thank you for taking the time to share your review with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.
Appointment went well with my adviser
Appointment went well with my adviser. Very polite and good information. The customer service team were great. I could ring them anytime for updates. Very happy! Thank you, guys
7 de junho de 2024
Resposta da SFL Wealth Management
Thank you very much, Rebecca. We are very pleased to hear everything went well and will pass your review on to the team, they will be very happy to hear it. If you have any questions or queries, please don't hesitate to contact us.
Excellent Service.
Very helpful advice that was personalised to my needs. Very fast service. Highly recommended.
11 de julho de 2024
Resposta da SFL Wealth Management
It's fantastic to hear you would recommend us, Jorders. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.
Nothing was too much bother
Nothing was too much bother, always kept me in the loop with different stages from beginning to end.
21 de junho de 2024
Resposta da SFL Wealth Management
Thank you for your review, Jackie. We are very pleased to hear we were able to help and you were happy with the service. If you have any questions or queries, please don't hesitate to contact us.
Initial dealings with Tony Stevens were…decent and insightful
Initial dealings with Tony Stevens were pleasant. Got updates on progress with my pension merger. Then nothing. Was promised a call back but no call made. I then emailed him for an update in case there was an illness or private issue but no reply again.
Will no longer consider using SFL in future.
Update :- I have now read the reply from SFL and to say I'm incredulous at the downright lies is an understatement. Tony was on holiday when I sent my initial email that's correct. However I got a reply from Tony the Monday of his return explaining this. He asked when i was free and I replied saying anytime after 4.30pm. I never received a call from Tony as promised. I then sent a further email asking for an update as it was possible he may have been ill or had personal issues to deal with etc. No response to that email either and that was why I made the complaint. Richard Angliss, a director, did call me on Friday 12th July but I was with friends socialising. We did briedly exchange points of view and he was going to call me on the Monday to discuss in more detail. That call never happened.
So since you wish to lie and misrepresent the facts basically belittling me publicly I will now raise a formal complaint to the FCA.
3 de abril de 2024
Opinião espontânea
Resposta da SFL Wealth Management
Thank you for leaving us your comments, David. We welcome feedback from all our customers so that we may improve our service. As such, your input is very important to us. We took the time to review your correspondence with Tony. Regrettably, he was on annual leave when you tried to contact him, but he followed up with you regarding your queries upon his return. Our director has since contacted you to explain and attempt to resolve the issue.
Kind Regards SFL Wealth Management
Pension Transfer
Good service, trustworthy company to deal with as it’s all online. Nigel Ogden Financial Advisor was very pleasant and knowledgeable. Claire Rabey in the office pleasant and helpful. Would recommend SFL Wealth Management.
25 de junho de 2024
Resposta da SFL Wealth Management
That's fantastic to hear, Dennis. We are delighted to hear you would recommend us and that you were happy with the service. Claire and Nigel will be very happy! If you have any questions or queries, please don't hesitate to contact us.
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