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
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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... Voir plus
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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... Voir plus
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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... Voir plus
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À propos de l'entreprise
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
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, Royaume-Uni
- 01792 735 453
- info@sflwealth.co.uk
- sflwealth.co.uk
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Very helpful made it a simple as…
Very helpful made it a simple as possible was kept up to date phone always answered

Réponse de SFL Wealth Management
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.

Réponse de SFL Wealth Management

Réponse de SFL Wealth Management
Very helpful and knowledgeable
Very helpful and knowledgeable, kept us informed along the way.

Réponse de SFL Wealth Management
Really helpful people guided me all the…
Really helpful people guided me all the way through. My pension queries would recommend them to anybody.

Réponse de SFL Wealth Management
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

Réponse de SFL Wealth Management
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

Réponse de SFL Wealth Management
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.

Réponse de SFL Wealth Management
Every telephone call was polite promt…
Every telephone call was polite promt and helpful thank you for the help in making our experience easy

Réponse de SFL Wealth Management
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!

Réponse de SFL Wealth Management
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.

Réponse de SFL Wealth Management
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.

Réponse de SFL Wealth Management
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

Réponse de SFL Wealth Management
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 🤞😊

Réponse de SFL Wealth Management
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

Réponse de SFL Wealth Management
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 .

Réponse de SFL Wealth Management
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.

Réponse de SFL Wealth Management
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

Réponse de SFL Wealth Management
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!!!

Réponse de SFL Wealth Management
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