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... See more
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Review summary
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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... See more
Company replied
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 k... See more
Company replied
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 p... See more
Company replied
Company details
- #31 of 49 best companies in Financial advisor
Written by the company
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.
Contact info
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, United Kingdom
- 01792 735 453
- info@sflwealth.co.uk
- sflwealth.co.uk
4.8
Excellent
147 reviews
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This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 1 week
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Absolutely fantastic would definitely recommend youre company and fantastic x
Fantastic customer service and so nice kept me in touch all the way
15 October 2024
Reply from SFL Wealth Management
We are delighted to hear you would recommend us and you were happy with the service, Julia. 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.
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 October 2024
Reply from 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.
Reply from 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.
Straightforward talk on telephone
23 September 2024
Reply from 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.
Pension transfer information phone call set the…
Just information phone call set the wheels in motion. Minimum fuss and 7 weeks later my pension is sorted.
24 September 2024
Reply from SFL Wealth Management
We are pleased to have been able to help, George. 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.
Tony *****
Tony was excellent in making sure that I understood all my options, everything was discussed fully before I had to make any decisions.
10 September 2024
Reply from SFL Wealth Management
Tony will be delighted to see your review, Carol. Thank you for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.
Very professional and helpful staff…
Very professional and helpful staff especially Clare. Fantastic customer service and always available and willing to help and explain. Would recommend.
6 September 2024
Reply from SFL Wealth Management
That's fantastic to hear, Lucy. Clare will be thrilled to read your review. 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.
What to do with your pension pot.
I had reasonable pension pot that had to be taken out one way or another. It was recommended to me to have a financial advisor give me some idea of what I was facing. I think I found SFL online and decided to give them a ring. From that point on, it was so easy to follow their advice and to talk to really friendly people that new their business. It was just a case of filling in a couple of forms and leaving the rest to SFL. Marvellous.
2 September 2024
Reply from SFL Wealth Management
We are delighted to see your review, Frederick. Our team will be thrilled to read your comments. Thank you for taking the time to share them with us. If you have any questions or queries, please don't hesitate to contact us.
Great professional customer service
The whole experience from start to finish the professional customer service team made my
Experience even more enjoyable. Totally worth using the company for future business.
4 September 2024
Reply from SFL Wealth Management
That's fantastic to hear, Mark. Thank you so much for taking the time to share your experience with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.
Very efficient
Very efficient, discovered another pension I didn't even know I had !Clearly explained the process and helped me make what I believe was the best choice for me and my future.
2 September 2024
Reply from SFL Wealth Management
Thank you very much for sharing your review with us, Douglas. We are very happy to see it and are glad to have been able to help. If you have any questions or queries, please don't hesitate to contact us.
My experience with SFL from start to…
My experience with SFL from start to finish was reassuring extremely polite and very efficient. Thank you.
2 August 2024
Reply from SFL Wealth Management
That's fantastic to hear, Mark. Thank you very much for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.
Friendly and professional recommended
Friendly and professional recommended
Did have to chase a bit once sort fast on payment
2 August 2024
Reply from SFL Wealth Management
We are delighted to hear you would recommend us, Andrew. Thank you very much for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.
Thanks to SFL Wealth I was able to sort…
Thanks to SFL Wealth I was able to sort out a tricky pension sharing order. They went above and beyond to get it sorted for me. Thank you so much. I recommend them highly
24 July 2024
Reply from SFL Wealth Management
We are pleased to hear we were able to help, Gemma. Thank you for taking the time to share your review with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.
Appointment went well with my adviser
Appointment went well with my adviser. Very polite and good information. The customer service team were great. I could ring them anytime for updates. Very happy! Thank you, guys
7 June 2024
Reply from SFL Wealth Management
Thank you very much, Rebecca. We are very pleased to hear everything went well and will pass your review on to the team, they will be very happy to hear it. If you have any questions or queries, please don't hesitate to contact us.
Excellent Service.
Very helpful advice that was personalised to my needs. Very fast service. Highly recommended.
11 July 2024
Reply from SFL Wealth Management
It's fantastic to hear you would recommend us, Jorders. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.
Nothing was too much bother
Nothing was too much bother, always kept me in the loop with different stages from beginning to end.
21 June 2024
Reply from SFL Wealth Management
Thank you for your review, Jackie. We are very pleased to hear we were able to help and you were happy with the service. If you have any questions or queries, please don't hesitate to contact us.
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 April 2024
Unprompted review
Reply from 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
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 June 2024
Reply from 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.
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 June 2024
Reply from 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.
Very helpful made it a simple as…
Very helpful made it a simple as possible was kept up to date phone always answered
10 June 2024
Reply from 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.
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