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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Lisez les avis des autres
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
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
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
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
4,9
Excellent
212 avis
Demande des avis aux clients
Cette entreprise invite régulièrement ses clients à laisser des avis, qu’ils soient positifs ou négatifs.
A répondu à 100 % de ses avis négatifs
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SFL made transferring my pension easy…
SFL made transferring my pension easy and stressless.the team took the time to explain if I didn't quite understand some things to me. I would recommend sfl to friends and family.
9 juillet 2026
Réponse de SFL Wealth Management
We are delighted to read your review, Lee. The team will be thrilled to hear your recommendation. Thank you so much. We are pleased to know everything went well.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Thank you to SFL Wealth Management for…
Thank you to SFL Wealth Management for being such wonderful financial advisers regarding my pension. I would especially like to thank Anna Payne who has recently reviewed my pension and given me a complete understanding my financial affairs. I've been helped by this company for two years now and they will be reviewing my situation annually. It's given me peace of mind over my current and future investments.
15 juillet 2026
Réponse de SFL Wealth Management
It's fantastic to hear your feedback, Gill. Thank you for taking the time to share it with us. Anna and the team will be delighted to see your review.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Very easy to talk to someone and get…
Very easy to talk to someone and get great advice, and well recommended
8 juillet 2026
Réponse de SFL Wealth Management
Thank you so much for your recommendation and your review. The team will be delighted to see them.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Makes everything so easy and the main…
Makes everything so easy and the main point is that the staff always listen. Brilliant company to deal with
8 juillet 2026
Réponse de SFL Wealth Management
Thank you very much for taking the time to share your review with us, Simon. It's great to hear everything went well. The team will be thrilled.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Réponse de SFL Wealth Management
That's fantastic to hear, Colin. Thank you for leaving us your review. The team will be delighted.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Great customer service from Sophie and…
Great customer service from Sophie and Richard.
The personal touch!
Thank you!
10 juillet 2026
Réponse de SFL Wealth Management
Thank you so much for your review, Mr Wood. Sophie and Richard will be thrilled to see it. We are, too.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
It is well worth engaging with this company
It is well worth engaging with this company to give you financial advice and in particular to manage your pension knowing the right companies to invest with and getting the best returns, brilliant.
Stephen Kay and Anna Payne have been very helpful , friendly and professional, cannot fault them at all.
I would recommend to anyone
9 juillet 2026
Réponse de SFL Wealth Management
Both Steve and Anna will be delighted to see your review, Karen. As will the team! Thank you so much for sharing your review and recommendation. They are fantastic to see.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Very polite people
Very polite people, very helpful, and there was no pressure in helping me to come to the decision. Thank you very much Neil
9 juillet 2026
Réponse de SFL Wealth Management
Thank you for taking the time to share your review with us, Neil. It's great to hear we were able to help. The team will be delighted.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Réponse de SFL Wealth Management
The team will be thrilled to see your review, Lucy. It's fantastic to hear. Thank you for taking the time to share your review with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Excellent service
The advisers listened carefully & provided a solution that met my particular (if strange) needs in full. I'd totally recommend them to anyone.
7 juillet 2026
Réponse de SFL Wealth Management
We are very pleased to have been able to help, Bill. Thank you for taking the time to leave us your feedback. It means a lot to us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Absolutely delighted with the service…
We are absolutely delighted with the service provided by SFL wealth management for my husbands pension, everybody has been very friendly, helpful and very professional. They did a brilliant job sorting out his old cis pension. We would highly recommend them to everyone looking for financial advice or help etc , can't thank these guys enough .
7 juillet 2026
Réponse de SFL Wealth Management
It's fantastic to hear your review and your recommendation, Sue. The team will be delighted to see it. Thank you so much for taking the time to share it with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
SFL explained everything perfectly
SFL explained everything perfectly, I would recommend them,as they are concise and efficient.
12 février 2026
Avis spontané
Réponse de SFL Wealth Management
Thank you so much for your recommendation and review, Graham. The team will be thrilled to see that everything went well. It's great to hear your feedback
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Happy retirement
Spoke to Nigel Ogden and he was very helpful and took time to explain everything to me. And SFL dealt with everything for me and it all went through with no problems.
30 juin 2026
Réponse de SFL Wealth Management
Nigel will be delighted to see your review, Keith. Thank you very much for taking the time to share your review with us. The team will be thrilled.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Excellent service and very friendly to…
Excellent service and very friendly to talk too. I certainly couldn't have done it without them. Thanks
27 mai 2026
Avis spontané
Réponse de SFL Wealth Management
Thank you for taking the time to leave us such a wonderful review, Colin
We're delighted to hear that you were pleased with the service you received and found our team friendly and approachable. Knowing that we were able to help and support you through the process means a great deal to us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Quick and excellent advice
Quick and excellent advice, understood my requirements and made them reality quickly
And easily. Excellent support.
23 juin 2026
Réponse de SFL Wealth Management
Thank you for taking the time to leave us such a positive review, Mark
We're delighted to hear that you found the advice quick and helpful, and that we were able to understand your requirements and turn them into reality quickly and easily. It's also wonderful to hear that you felt well supported throughout the process.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Overall SFL did a good job
Overall SFL did a good job. Lovely people doing their best to help me. I'm very grateful for your help.
23 juin 2026
Réponse de SFL Wealth Management
Thank you for taking the time to leave us a review, Michael.
We're delighted to hear that you had a positive experience with SFL Wealth Management. Your kind words about our team mean a great deal to us, and we're grateful for the opportunity to have helped you.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Amazing Company and People
From the start, they listened. They took time to explain everything, Sarah explained all the admin,Paul did the rest.
For someone who struggles with this type of thing these guys really did help.
23 juin 2026
Réponse de SFL Wealth Management
It's fantastic to see your review, Andrew. Both Sarah and Paul will be delighted to read your feedback. Thank you so much for taking the time to share your experience with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Really polite and helpful and dealt…
Really polite and helpful and dealt with my business speedily
23 mars 2026
Avis spontané
Réponse de SFL Wealth Management
We are very pleased to hear we were able to assist, Andy. Thank you for taking the time to share your review with us.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
sfl made transferring my pension…
sfl made transferring my pension easy,stressless and quick
Paul my advisor took the time to explain things to me and keep me updated on the transfer.
would recommend to a friend.
15 juin 2026
Réponse de SFL Wealth Management
Hi Lee,
Thank you for taking the time to leave us a review.
We're delighted to hear that Paul was able to make your pension transfer process easy, stress-free, and efficient. Keeping our clients informed and ensuring they fully understand their options is something we take great pride in, so it's wonderful to know that you felt supported throughout the process.
Thank you for your recommendation — it means a great deal to both Paul and the team.
If you need anything at all in the future or have any questions, please don't hesitate to get in touch.
Absolutely delighted with the service…
Absolutely delighted with the service provided by SFL wealth management , everybody has been Very friendly, helpful and very professional , my advisor tony has done a brilliant job sorting out my old cis pension for me and I'm over the moon with the service provided by SFL and I'd highly recommend them to everyone looking for financial advice or help etc , can't thank these guys enough .
17 juin 2026
Réponse de SFL Wealth Management
Thank you for taking the time to leave us such a wonderful review, William. Tony and the team will be delighted to read your kind comments. We’re thrilled that we were able to help and that you were pleased with the service you received. Thank you very much for your recommendation.
If you need anything at all or have any further questions, please don’t hesitate to get in touch.
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