SFL Wealth Management Recensioni 152

TrustScore 5 su 5

4,8

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Scopri cosa dicono le persone

Valutata 5 stelle su 5

First time customer made me feel totally in control knowing what was happening! I'm very happy with the result and have only good things to say,very relaxing and made everything easy to understand! H... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

All of the team at SFL Wealth Management were amazing. At a dark and difficult time in my life when I was really struggling they were so supportive, caring and understanding with me and of my situatio... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

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 pat... Leggi di più

L'azienda ha risposto

Valutata 5 stelle su 5

Having reached retirement age I was wondering how I was to get access to my pension. Was going to have a lot running about, going to offices for one thing or another. But having got in touch with... Leggi di più

L'azienda ha risposto

Dettagli dell'azienda

  1. Consulente finanziario

Scritti dall'azienda

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.


Informazioni di contatto

4,8

Eccellente

TrustScore 5 su 5

152 recensioni

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Valutata 5 stelle su 5

Easy to talk with

Easy to talk with. Explained everything clearly. Fast service with no hidden costs. Tony and Claire were great. Could speak to them anytime. Great service. Thank you guys

26 agosto 2025
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Risposta di SFL Wealth Management

Thank you so much for your kind words, Tracey. We’re delighted to hear that Tony and Claire made everything clear and straightforward for you. It’s great to know you felt supported and could reach out at any time. We’ll be sure to pass on your thanks to them both.

We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Every thing the team said was going to…

Every thing the team said was going to happen did happen and they explained everything step by step
D Thompson

4 agosto 2025
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Risposta di SFL Wealth Management

Thank you so much for your kind words, Delroy! We're really glad to hear that everything went as expected and that the team kept you informed every step of the way. Clear communication is something we pride ourselves on, so it’s great to know it made a difference.

We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Great job.

The whole experience was indeed a little stressful at times and a great deal of back and forth. Luckily my advisor was on the ball and didn’t give up, very impressed with her diligence, knowledge and understanding of what I needed. Great job.

31 luglio 2025
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Risposta di SFL Wealth Management

Thank you very much for your review, Mandie. We understand that the process can sometimes feel a bit overwhelming, so we're really pleased to hear that your adviser was able to support you throughout and ensure everything moved forward.

We'll be sure to pass on your kind words about her diligence, knowledge, and understanding—she’ll be thrilled to know her efforts made a difference.

If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Answered my phone call within a minute

Answered my phone call within a minute. Very friendly, very professional and very competent.10 out of 10

23 luglio 2025
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Risposta di SFL Wealth Management

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

Valutata 5 stelle su 5

Highly recommend from start to finish…

Highly recommend from start to finish very professional.

21 luglio 2025
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Risposta di SFL Wealth Management

That's fantastic to hear, Kendra. The team will be delighted to see your review. Thank you for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Outstanding service from Team

Outstanding service from Paul, Claire, Tayla and Sophie. The team helped me immensely and explained my pension options clearly as well as going over and beyond to quicken the process with my pension provider. I am so happy I chose this company to guide me through the complicated process. Thank you so much to all involved. A very happy customer. Would highly recommend.

10 luglio 2025
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Risposta di SFL Wealth Management

Paul, Claire, Tayla and Sophie will be delighted to see your review, Jenny. We are very happy to hear everything went well and the team were able to help. Thank you for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

I found the thought of dealing with my…

I found the thought of dealing with my pensions very nerve racking with so many stories of scams, but from the very beginning the SFL team put me at ease. They guided me through my options and there knowledge was second to none and everything that was recommended was explained throughly. The process was professionally dealt with and security conscious with signatures and authorisation protocol which put me at ease. A real pleasure to deal with.

24 giugno 2025
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Risposta di SFL Wealth Management

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

Valutata 5 stelle su 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 giugno 2025
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Risposta di 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.

Valutata 5 stelle su 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 giugno 2025
Non scritta su invito
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Risposta di 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.

Valutata 5 stelle su 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 giugno 2025
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Risposta di 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.

Valutata 5 stelle su 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 maggio 2025
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Risposta di 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.

Valutata 5 stelle su 5

Excellent professional and friendly service from Nigel and the team in the office well done to you all.

Promt Courteous friendly service .Excellent financial information and guidance from Nigel and all the team in the office
Well done All.x

23 aprile 2025
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Risposta di SFL Wealth Management

Nigel and the team will be delighted to read your review, Ian. 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.

Valutata 5 stelle su 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 aprile 2025
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Risposta di 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.

Valutata 5 stelle su 5

Incredibly helpful

Incredibly helpful. Great adv

25 marzo 2025
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Risposta di 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.

Valutata 5 stelle su 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 febbraio 2025
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Risposta di 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.

Valutata 5 stelle su 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 marzo 2025
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Risposta di 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.

Valutata 5 stelle su 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 febbraio 2025
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Risposta di 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.

Valutata 5 stelle su 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 gennaio 2025
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Risposta di 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.

Valutata 5 stelle su 5

Very helpful

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

21 gennaio 2025
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Risposta di 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.

Valutata 5 stelle su 5

Pension fund

Extremely professional,helpful ,clear in their instructions

9 gennaio 2025
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Risposta di 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.

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