A first time user of such an amazing product! Very good and honest with how process would proceed! All questions answered quickly and precisely! A service I would happily recommend to anyone!
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Well explained and up front with everything. Has saved me money with fee i was paying to manage pension. With the £2500 fee for handling it will take approximately 1 year before before I start makin... Ver más
One phone call and my mind was set at ease, they handled everything, i received my 25% and they used the remaining 75% to set up an investment pot
As soon as my pension was released Tony my adviser from SFL was very professional in looking after my investment and placing it in an investment fund. That suited my needs. Thank you.
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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.
Información de contacto
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, Reino Unido
- 01792 735 453
- info@sflwealth.co.uk
- sflwealth.co.uk
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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.

Respuesta de SFL Wealth Management

Respuesta de SFL Wealth Management
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.

Respuesta de SFL Wealth Management
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

Respuesta de SFL Wealth Management

Respuesta de SFL Wealth Management
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.

Respuesta de SFL Wealth Management

Respuesta de SFL Wealth Management
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.

Respuesta de SFL Wealth Management
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 .

Respuesta de SFL Wealth Management
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.

Respuesta de SFL Wealth Management
Took for ever to get the basic…
Took for ever to get the basic information I wanted and didn’t return phone calls

Respuesta de SFL Wealth Management
Everyone was helpful and the system was…
Everyone was helpful and the system was easy to use.

Respuesta de SFL Wealth Management
Just good communication with Paul
Just good communication with Paul. Explained the process really well and made the process easy.

Respuesta de SFL Wealth Management
Good communication
Good communication. Kept me informed of what was happening and when.
Could always contact someone

Respuesta de SFL Wealth Management
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.

Respuesta de SFL Wealth Management
Great company to deal with
Great company to deal with. Explained everything in detail with full help and support along the way. Would highly recommend.

Respuesta de SFL Wealth Management
Very helpfull took me through all the…
Very helpfull took me through all the points i should know about when investing my money.
I would recommend this company.

Respuesta de SFL Wealth Management
Pension
I found SFL Wealth Management to be very professional in what they do and as there are not many companies that could help me with my specific needs they sorted it out with no problems.
Thank you very much.

Respuesta de SFL Wealth Management
Extremely helpful
Extremely helpful, made sure you fully understood your options.
Always helpful on the phone.

Respuesta de SFL Wealth Management
Quick and hassle free service
Quick and hassle free service
Kept informed throughout the process
If I didn’t understand anything they would explain everything in plain language, which is great.
Impressed.

Respuesta de SFL Wealth Management
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