SFL Wealth Management Avis 

212
•
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Conseiller financier

Écrit par l'entreprise

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.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

212 avis

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4,9

Tous les avis

(212)

125 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Very helpful made it a simple as…

Very helpful made it a simple as possible was kept up to date phone always answered

10 juin 2024
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Réponse de SFL Wealth Management

Thank you very much, Mr Monk. We are very pleased to have been able to help. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

The team,mostly Clare raby and tayla…

The team,mostly Clare raby and tayla were amazing,went over and above to help us in any way they could. Should anybody ask for money advice/help we would wholeheartedly recommend Secure for life.

7 juin 2024
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Réponse de SFL Wealth Management

Clare and Tayla will be thrilled to see your review, A Jackson. Thank you for taking the time to share it with us. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Very helpful in getting my pension…

Very helpful in getting my pension released

30 mai 2024
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Réponse de SFL Wealth Management

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

Noté 5 sur 5 étoiles

Very helpful and knowledgeable

Very helpful and knowledgeable, kept us informed along the way.

10 janvier 2024
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Réponse de SFL Wealth Management

That's great to hear, Sue. Thank you so much for your review. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Really helpful people guided me all the…

Really helpful people guided me all the way through. My pension queries would recommend them to anybody.

29 mai 2024
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Réponse de SFL Wealth Management

It's fantastic to hear you would recommend us, Michael. The team will be delighted. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Pension Review

I was satisfied with the information provided and received a comprehensive illustration.The information was easy to understand.
Nigel was extremely helpful,open,honest and transparent.He was readily available to answer questions to confirm anything I was unsure about.
I wouldn't hesitate to use or to recommend SFL.Wealth Management in the future

29 mai 2024
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Réponse de SFL Wealth Management

Thank you so much for recommendation and your review, Tim. It's great to hear you were happy with the service. We shall pass your review to the team. They will be thrilled. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

The person on the phone was very…

The person on the phone was very precise on what they telling me and I never had a problem with them they gave me good answers to what I wanted to know

21 mai 2024
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Réponse de SFL Wealth Management

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

Noté 5 sur 5 étoiles

Great reliable

Great reliable, speedy, efficient firm

23 mai 2024
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Réponse de SFL Wealth Management

Thank you very much, Marion. It's great to see your review. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Patient orderly sympathetic

Patient orderly sympathetic and knowledgeable staff. Time and patients ti repeat information 34 timed if requested myself.
Sympathetic with my needs and wishes. Very knowledgeable of products that best suited my requirements. Most of all my own advisor Claire was friendly , nit in anyway condescending. Sincere and extremely helpful. Thankyou to all, special hug for Claire.

24 mai 2024
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Réponse de SFL Wealth Management

Claire and the team will be delighted to see your review, Anthony. We are very pleased to hear everything went well. Thank you for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.

Noté 4 sur 5 étoiles

Every telephone call was polite promt…

Every telephone call was polite promt and helpful thank you for the help in making our experience easy

23 mai 2024
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Réponse de SFL Wealth Management

You're very welcome, Donald. Thank you for sharing your review with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Amazing company with really friendly…

Amazing company with really friendly staff, Tayla and Claire were both amazing from start to finish and it couldn’t have gone any better! Nothing was too much for them and they sorted my pension out a lot quicker than I expected. I would definitely recommend!

15 mai 2024
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Réponse de SFL Wealth Management

Thank you very much for your review, Jordan. We are sure Tayla and Claire will be thrilled to read it. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

From first point of contact

From first point of contact, with yourselves, I was made to feel welcome, and I was listened to, regarding the matter I needed help with.
Everyone was very polite, and took the time to go through and explain everything to myself, so I was able to make the right decision, in my best interests. The consultant I spoke with, made me feel very at ease, and happily answered any questions I had. He was very kind, courteous, and very professional, with great knowledge of services, suitable, for myself. For that I am very grateful, and would highly recommend yourselves to others.
Telephone calls from yourselves,always friendly, and any queries answered swiftly, and politely.
Outstanding company. Thank you.

22 mai 2024
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Réponse de SFL Wealth Management

Thank you very much for taking the time to share this with us, Jacquie. It's a pleasure to read your review of the process and the team. Thank you again. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Pension sharing order

I had struggled for almost 2 years to complete a pension sharing order after my divorce. The company the funds were being transferred from were making things very difficult.
SFL management completed it for me efficiently and kept me posted throughout the process, they dealt with the difficulties swiftly and were sympathetic to my plight.
I would recommend.

22 mai 2024
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Réponse de SFL Wealth Management

Thank you very much for taking the time to share your experience with us, Sam. We are delighted to hear that we were able to help with your situation and the team will be very pleased to hear your review. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

This was my first time using a finacial…

This was my first time using a finacial advisor, and I was very impressed by the level of great service and my advisor Paul was always at the end of the phone to answer any questions I had. And after my dealings with them the follow up service was first class too just to find out if all was ok and if everything went ok. So overall a first class service

22 mai 2024
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Réponse de SFL Wealth Management

That's fantastic to hear, Paul. The team will be thrilled to see your review. Your financial adviser, Paul, will be very happy too. If you have any questions or queries, please don't hesitate to contact us.

Noté 3 sur 5 étoiles

There a little expensive 😔

The experience was ok people were nice and they explained everything.
But they want a fairly large slice of your pension pot but hopefully it will come back and more when it starts to grow 🤞😊

21 mai 2024
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Réponse de SFL Wealth Management

Thank you for leaving us your review, David. We are pleased to hear our team were able to assist you with your pension. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

They were very efficient and…

They were very efficient and professional and very respectful and helpful

I would recommend them to anyone who was looking for a pension advisor

21 mai 2024
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Réponse de SFL Wealth Management

We are delighted to hear your recommendation and your review, Stephen. The SFL Wealth team will be thrilled to see it. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Pension swap

Was dealt with by Paul Golding. He explained my pension details and how I can get my hands on the 25%tax free sum. Also explained that I'd need to move it to another scheme . All was explained and it was then all sorted and paid in my account within few weeks . No problems at all. Thanks Paul and the team. Hopefully watch my pension grow now .

21 mai 2024
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Réponse de SFL Wealth Management

Paul and the team will be very pleased to see your review, Carl. It's great to hear you were happy with the service. Thank you very much for your review. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Had a great straightforward experience…

Had a great straightforward experience dealing with SLF. I was kept informed on all aspects of my request and it went smoothly, quickly without any issues.
Communication was great and I was able to speak to my advisors without any hassle.

20 mai 2024
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Réponse de SFL Wealth Management

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

Noté 5 sur 5 étoiles

Both Tayla and Claire were excellent in…

Both Tayla and Claire were excellent in the office got a transfer through in a fraction of the time that it would usually take. They were both very professional and would certainly recommend this company. Paul the financial adviser was also excellent and tailored everything to my specific requirements. Would have no problem in recommending g to my friends and family. Thanks again guys

17 mai 2024
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Réponse de SFL Wealth Management

Tayla, Claire and Paul will be delighted to see your review, Darren. We are very pleased to hear your review and are delighted with your recommendation. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.

Noté 5 sur 5 étoiles

Pension Information.

I would just like to say I recommend using SFL Wealth Management to anybody! I have no experience in dealing with pension transfers and without the staff and their experience I would not have been able to do what I have done. Nothing was too much trouble. Many thanks to the team!!!

16 mai 2024
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Réponse de SFL Wealth Management

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

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