SFL Wealth Management Reviews 147

Highly recommend from start to finish very professional.

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.

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.

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

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

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.

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

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

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.

Incredibly helpful. Great adv

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.

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

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.

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

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

Extremely professional,helpful ,clear in their instructions

Easy and quick service and very well explained

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.

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.

Great to deal with everything explained and processed.