SFL Wealth Management Opiniones 

207
TrustScore: 5 sobre 5

4,9

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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... Ver más

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Valorada con 5 estrellas sobre 5

Had an excellent experience dealing with these people, especially Tony ,who sorted out my pension quickly and had my funds switched from my old pension scheme to a new one, and money released to me w... Ver más

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Valorada con 5 estrellas sobre 5

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... Ver más

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Valorada con 5 estrellas sobre 5

The process of speaking with Tony to completion, was reassuring, great communication throughout . Took the stress away and listened to what I wanted. Highly recommend the company SFL great support al... Ver más

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Información sobre la empresa

  1. Asesor financiero

Escrito por la empresa

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

4,9

Excelente

TrustScore: 5 sobre 5

207 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,9

Todas las opiniones

(207)

137 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

Great work from these guys ,made our…

Great work from these guys ,made our experience a lot easier than we expected and all done in great time

4 de junio de 2025
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Respuesta de SFL Wealth Management

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

Valorada con 5 estrellas sobre 5

Tony stevens

Well what can I say , I was getting no where with my existing pension company until I got in contact with sfl and I got to say what a fantastic company this is .Eight weeks later I have my lump sum in bank couldn't fault Tony Stevens brilliant down to earth guy sorted it all out for me.I now have paid my morgage off and am morgage free .Thanks sfl for all your help

19 de junio de 2025
Opinión espontánea
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Respuesta de SFL Wealth Management

Thank you very much for your review, Dennis. We are delighted to hear everything went well and were able to help. Tony will be thrilled to read your review. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Excellent service

Helpful and friendly staff , always following through with agreed actions. Very knowledgable about their subject area and able to
communicate and explain issues fully. It’s good that you can speak to the same members of staff who are conversant with your case.

3 de junio de 2025
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Respuesta de SFL Wealth Management

Thank you so much for taking the time to share your review with us, Keith. We are delighted to hear we were able to help. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Very good company to deal with

Very good company to deal with. Sorted my pension out very quickly and my 25% tax free was sorted out the next day. Would recommend to anyone and also use them myself again . Thank you

12 de mayo de 2025
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Respuesta de SFL Wealth Management

We are thrilled to hear you would recommend us, Wendy. Thank you so much for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

I highly recommend this company

I highly recommend this company. I experienced excellent service from the moment I made my first contact. They gave me great advice and I would have made poor decisions without their input. They kept me up to day and they replied to my emails within a few minutes.

10 de abril de 2025
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Respuesta de SFL Wealth Management

It's fantastic to hear your review and your recommendation, Fionnuala. Thank you very much for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Incredibly helpful

Incredibly helpful. Great adv

25 de marzo de 2025
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Respuesta de SFL Wealth Management

That's brilliant to hear, Eira. Thank you very much for leaving us your review. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

I was treated as a valued customer

My initial enquiry for advice was via the "Unbiased" financial advice service who for my policies recommended SFL Wealth Management in Cardiff. My call to SFL was answered promptly and after giving details of my policies I was contacted by Tony Stevens who spent time finding out about my needs, the reasons for consolidating policies and thoughts for the future. He made recommendations based on these needs and made all of the transfer arrangements for me. I was pleased to be treated as a person rather than just a number and the advice and actions taken have worked well for my situation. This all took place during 2022 but I have had further advice on an additional policy in February this year which again has been useful. I would have no hesitation in recommending both Tony Stevens and SFL Wealth Management to offer sound advice.

11 de febrero de 2025
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Respuesta de SFL Wealth Management

That's fantastic to hear, Mr Plummer. Tony and the team will be very pleased to see your review when we pass it on to them. Thank you very much for taking the time to share it with us. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Really helpful service

Really helpful service, I'm completely clueless with pensions theses guys made it so easy for me to make the right decision, so friendly, very very quickly the funds were transferred to my account. I can't recommend these guys enough

26 de marzo de 2025
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Respuesta de SFL Wealth Management

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

Valorada con 5 estrellas sobre 5

Excellent service from start to finish

Excellent service from start to finish. Had a tricky case but was looked after by all the team great correspondence and went the extra mile. Special thanks to Claire and Tony a credit to the company. Would thoroughly recommend to everyone couldn’t have asked for more.

5 de febrero de 2025
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Respuesta de SFL Wealth Management

Thank you very much for taking the time to share your review with us. Both Tony and Claire will be delighted to read it. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

…Derrick 5&

I would like to thank sfl for their hard work and professional which they have helped me to get the best out of my pension excellent service

22 de enero de 2025
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Respuesta de SFL Wealth Management

We are delighted to see your review, Derrick. Thank you so much for taking the time to share your experience with us, it's great to hear. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Very helpful

Very helpful , everything explained clearly . They sorted everything out for me

21 de enero de 2025
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Respuesta de SFL Wealth Management

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

Valorada con 5 estrellas sobre 5

Pension fund

Extremely professional,helpful ,clear in their instructions

9 de enero de 2025
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Respuesta de SFL Wealth Management

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

Valorada con 5 estrellas sobre 5

Easy and quick service and very well…

Easy and quick service and very well explained

28 de noviembre de 2024
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Respuesta de SFL Wealth Management

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

Valorada con 5 estrellas sobre 5

Excellent service

I have used SFL Wealth to consolidate my pension and reinvest elsewhere. I found them to be very helpful, explaining everything so I could understand the process and kept me updated every step of the way. I would recommend them to friends and family if they asked. Service is outstanding and I cannot complain about the whole process as they were amazing.

29 de noviembre de 2024
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Respuesta de SFL Wealth Management

It's fantastic to hear you would recommend us and everything went well, Jeffrey. Thank you very much for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Great service - highly recommend

Great service. Had 2 complex old style pension policies which I could not navigate myself. Tony at SPL guided me through the options and thereafter completed the transfers to a new pension provider. With Tony and the team at SPL all the stress and anxiety was taken away. I was given a completion timescale which was met as SPL are in the background chasing/checking to ensure the transfer is completed expeditiously.

22 de octubre de 2024
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Respuesta de SFL Wealth Management

We are very happy to hear everything went well and we were able to help, Liz. We will pass your review on to Tony, he'll be very pleased. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Great to deal with everything explained…

Great to deal with everything explained and processed.

21 de octubre de 2024
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Respuesta de SFL Wealth Management

It's great to hear your review, Graham. Thank you very much for sharing it with us. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

My pension transfer,,,You have a great…

My pension transfer,,,You have a great team and should be proud of yourselves I found the ladies in the office so helpful and friendly keep up the good work also many thanks to Paul Golding for your expertise

2 de octubre de 2024
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Respuesta de SFL Wealth Management

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

Valorada con 5 estrellas sobre 5

Excellent service

Excellent service
Would recommend to anyone

24 de septiembre de 2024
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Respuesta de SFL Wealth Management

We are delighted to hear your review and recommendation, Dominic. Thank you very much for leaving them for us. If you have any questions or queries, please don't hesitate to contact us.

Valorada con 5 estrellas sobre 5

Straightforward talk on telephone

23 de septiembre de 2024
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Respuesta de SFL Wealth Management

Thank you for your review, Roger. It's great to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.

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