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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Couldn't have been more helpful
Couldn't have been more helpful, Claire went the extra mile and chased RoyalLondon on my behalf more than once.

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Used this company to draw a pension and…
Used this company to draw a pension and transfer it. I had a very good experience, everything was explained fully and so it was easy to understand and was handled very quickly and professionally. Would without a doubt use again.

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You were brilliant with communication…
You were brilliant with communication with all parties involved with my pension. Put my mind at ease with the hole process.

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My experience with SFL was very positive.
My experience with SFL was very positive. In particular, the help and advice from Mike Dickenson was professional and friendly. From our initial conversation, during Mike's visit and the regular updates I received, the guidance and information provided was clear and accurate. I would not hesitate to recommend Mike to anyone wishing to review their pension. Thanks so much Mike.

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A very helpful experience dealing with…
A very helpful experience dealing with SFL wealth management , I was given the perfect guidance that I needed couldn't fault them at all.

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The team at SFL Wealth provided an excellent service
The team at SFL Wealth were very professional. They provided me with clear and concise advice and I would recommend their service

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SFL have been super helpful and totally sorted out my pension
I was matched with SFL on Unbiased.co.uk and I couldn't be more grateful.
I was stuck with a very old, complicated 1980s Co-op pension pot (SERPS anyone?!) and I was tearing my hair out, trying to access my funds. Secretly, I was also very worried that I might get scammed out of my pension if I wasn't careful - there's so much about it in the media.
SFL knew exactly what to do with my pension pot and the service was great.
Tony Stevens was really responsive and helpful, everything was clear, they were able to move my pension pot and access my funds for me.
My tax-free lump sum was drawn down and put into my bank account for me. The remainder is now in a modern scheme with Aviva and I can access it anytime I need to.
Headache over - and thank you to SFL.

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Excellent company
I initially contacted Financiable.co.uk who in turn passed my information to SFL wealth management.
In was then contacted by Tony Stevens and was very impressed with his knowledge, guidance and patience when explaining best options to suit my requirements answering my "many" questions. I also liaised with Claire and Sophie again friendly and helpful. I cannot thank Tony enough for the excellent and prompt service, all completed by December 25.

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Specialists are outstanding
This is an averaged out score because the actual end specialist IFA in this case Tony was way way way beyond 5 stars . His advice was great , he went above and beyond and I would definitely recommend him to anyone as trustworthy and knows his stuff.
The people you have to go through before you get there not so much - 1 star . They forgot about me for 2 weeks even though they knew it was time sensitive, didn’t follow up and felt like I’ve got the ‘sale’ signed I don’t really care . Their management in fairness did pick up the ball and made great efforts to get things back on track once they realised the slip . THE END JUSTIFIES THE MEANS so stick with it because the advice and actioning you need which is why you call in the first place is FIRST RATE. 5 stars plus plus for them .

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Very helpful after trying to deal with…
Very helpful after trying to deal with royal London my self , it was soon sorted a big thank you.

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Took for ever to get the basic…
Took for ever to get the basic information I wanted and didn’t return phone calls

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Everyone was helpful and the system was…
Everyone was helpful and the system was easy to use.

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Just good communication with Paul
Just good communication with Paul. Explained the process really well and made the process easy.

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Good communication
Good communication. Kept me informed of what was happening and when.
Could always contact someone

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I was given top advice and what suited…
I was given top advice and what suited my needs.
It was simple and stress free which was what I needed.
Everything was done professionally and quickly.
Would recommend this service to anyone.

Réponse de SFL Wealth Management
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