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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Solitamente risponde entro 1 settimana

Come questa azienda usa Trustpilot

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Valutata 1 stelle su 5

Initial dealings with Tony Stevens were…decent and insightful

Initial dealings with Tony Stevens were pleasant. Got updates on progress with my pension merger. Then nothing. Was promised a call back but no call made. I then emailed him for an update in case there was an illness or private issue but no reply again.
Will no longer consider using SFL in future.

Update :- I have now read the reply from SFL and to say I'm incredulous at the downright lies is an understatement. Tony was on holiday when I sent my initial email that's correct. However I got a reply from Tony the Monday of his return explaining this. He asked when i was free and I replied saying anytime after 4.30pm. I never received a call from Tony as promised. I then sent a further email asking for an update as it was possible he may have been ill or had personal issues to deal with etc. No response to that email either and that was why I made the complaint. Richard Angliss, a director, did call me on Friday 12th July but I was with friends socialising. We did briedly exchange points of view and he was going to call me on the Monday to discuss in more detail. That call never happened.
So since you wish to lie and misrepresent the facts basically belittling me publicly I will now raise a formal complaint to the FCA.

3 aprile 2024
Non scritta su invito
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Risposta di SFL Wealth Management

Thank you for leaving us your comments, David. We welcome feedback from all our customers so that we may improve our service. As such, your input is very important to us. We took the time to review your correspondence with Tony. Regrettably, he was on annual leave when you tried to contact him, but he followed up with you regarding your queries upon his return. Our director has since contacted you to explain and attempt to resolve the issue.

Kind Regards SFL Wealth Management

Valutata 5 stelle su 5

Pension Transfer

Good service, trustworthy company to deal with as it’s all online. Nigel Ogden Financial Advisor was very pleasant and knowledgeable. Claire Rabey in the office pleasant and helpful. Would recommend SFL Wealth Management.

25 giugno 2024
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Risposta di SFL Wealth Management

That's fantastic to hear, Dennis. We are delighted to hear you would recommend us and that you were happy with the service. Claire and Nigel will be very happy! If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Excellent Customer Service

Tayla has gone above and beyond to help with my Pension transfer, she has been super helpful and stayed in contact right up to the closure. I can not rate her highly enough.

11 giugno 2024
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Risposta di SFL Wealth Management

Tayla 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.

Valutata 5 stelle su 5

Very helpful made it a simple as…

Very helpful made it a simple as possible was kept up to date phone always answered

10 giugno 2024
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Risposta di SFL Wealth Management

Thank you very much, Mr Monk. We are very pleased to have been able to help. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

The team,mostly Clare raby and tayla…

The team,mostly Clare raby and tayla were amazing,went over and above to help us in any way they could. Should anybody ask for money advice/help we would wholeheartedly recommend Secure for life.

7 giugno 2024
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Risposta di SFL Wealth Management

Clare and Tayla will be thrilled to see your review, A Jackson. Thank you 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

Very helpful in getting my pension…

Very helpful in getting my pension released

30 maggio 2024
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Risposta di SFL Wealth Management

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

Valutata 5 stelle su 5

Very helpful and knowledgeable

Very helpful and knowledgeable, kept us informed along the way.

10 gennaio 2024
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Risposta di SFL Wealth Management

That's great to hear, Sue. Thank you so much for your review. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Really helpful people guided me all the…

Really helpful people guided me all the way through. My pension queries would recommend them to anybody.

29 maggio 2024
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Risposta di SFL Wealth Management

It's fantastic to hear you would recommend us, Michael. The team will be delighted. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Pension Review

I was satisfied with the information provided and received a comprehensive illustration.The information was easy to understand.
Nigel was extremely helpful,open,honest and transparent.He was readily available to answer questions to confirm anything I was unsure about.
I wouldn't hesitate to use or to recommend SFL.Wealth Management in the future

29 maggio 2024
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Risposta di SFL Wealth Management

Thank you so much for recommendation and your review, Tim. It's great to hear you were happy with the service. We shall pass your review to the team. They will be thrilled. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

The person on the phone was very…

The person on the phone was very precise on what they telling me and I never had a problem with them they gave me good answers to what I wanted to know

21 maggio 2024
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Risposta di SFL Wealth Management

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

Valutata 5 stelle su 5

Great reliable

Great reliable, speedy, efficient firm

23 maggio 2024
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Risposta di SFL Wealth Management

Thank you very much, Marion. It's great to see your review. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Patient orderly sympathetic

Patient orderly sympathetic and knowledgeable staff. Time and patients ti repeat information 34 timed if requested myself.
Sympathetic with my needs and wishes. Very knowledgeable of products that best suited my requirements. Most of all my own advisor Claire was friendly , nit in anyway condescending. Sincere and extremely helpful. Thankyou to all, special hug for Claire.

24 maggio 2024
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Risposta di SFL Wealth Management

Claire and the team will be delighted to see your review, Anthony. We are very pleased to hear everything went well. Thank you for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.

Valutata 4 stelle su 5

Every telephone call was polite promt…

Every telephone call was polite promt and helpful thank you for the help in making our experience easy

23 maggio 2024
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Risposta di SFL Wealth Management

You're very welcome, Donald. Thank you for sharing your review 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

Amazing company with really friendly…

Amazing company with really friendly staff, Tayla and Claire were both amazing from start to finish and it couldn’t have gone any better! Nothing was too much for them and they sorted my pension out a lot quicker than I expected. I would definitely recommend!

15 maggio 2024
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Risposta di SFL Wealth Management

Thank you very much for your review, Jordan. We are sure Tayla and Claire will be thrilled to read it. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

From first point of contact

From first point of contact, with yourselves, I was made to feel welcome, and I was listened to, regarding the matter I needed help with.
Everyone was very polite, and took the time to go through and explain everything to myself, so I was able to make the right decision, in my best interests. The consultant I spoke with, made me feel very at ease, and happily answered any questions I had. He was very kind, courteous, and very professional, with great knowledge of services, suitable, for myself. For that I am very grateful, and would highly recommend yourselves to others.
Telephone calls from yourselves,always friendly, and any queries answered swiftly, and politely.
Outstanding company. Thank you.

22 maggio 2024
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Risposta di SFL Wealth Management

Thank you very much for taking the time to share this with us, Jacquie. It's a pleasure to read your review of the process and the team. Thank you again. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Pension sharing order

I had struggled for almost 2 years to complete a pension sharing order after my divorce. The company the funds were being transferred from were making things very difficult.
SFL management completed it for me efficiently and kept me posted throughout the process, they dealt with the difficulties swiftly and were sympathetic to my plight.
I would recommend.

22 maggio 2024
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Risposta di SFL Wealth Management

Thank you very much for taking the time to share your experience with us, Sam. We are delighted to hear that we were able to help with your situation and the team will be very pleased to hear your review. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

This was my first time using a finacial…

This was my first time using a finacial advisor, and I was very impressed by the level of great service and my advisor Paul was always at the end of the phone to answer any questions I had. And after my dealings with them the follow up service was first class too just to find out if all was ok and if everything went ok. So overall a first class service

22 maggio 2024
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Risposta di SFL Wealth Management

That's fantastic to hear, Paul. The team will be thrilled to see your review. Your financial adviser, Paul, will be very happy too. If you have any questions or queries, please don't hesitate to contact us.

Valutata 3 stelle su 5

There a little expensive 😔

The experience was ok people were nice and they explained everything.
But they want a fairly large slice of your pension pot but hopefully it will come back and more when it starts to grow 🤞😊

21 maggio 2024
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Risposta di SFL Wealth Management

Thank you for leaving us your review, David. We are pleased to hear our team were able to assist you with your pension. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

They were very efficient and…

They were very efficient and professional and very respectful and helpful

I would recommend them to anyone who was looking for a pension advisor

21 maggio 2024
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Risposta di SFL Wealth Management

We are delighted to hear your recommendation and your review, Stephen. The SFL Wealth team will be thrilled to see it. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.

Valutata 5 stelle su 5

Pension swap

Was dealt with by Paul Golding. He explained my pension details and how I can get my hands on the 25%tax free sum. Also explained that I'd need to move it to another scheme . All was explained and it was then all sorted and paid in my account within few weeks . No problems at all. Thanks Paul and the team. Hopefully watch my pension grow now .

21 maggio 2024
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Risposta di SFL Wealth Management

Paul and the team will be very pleased to see your review, Carl. It's great to hear you were happy with the service. 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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