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
Company replied
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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
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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
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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
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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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All the staff were very helpful and I…
All the staff were very helpful and I had my Tax Free Cash a lot quicker than I expected. Would definitely recommend
15 May 2024
Reply from SFL Wealth Management
The team are very happy to see your review, Emma. Thank you for leaving it for us, it's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Very happy 😊
I got in touch with sfl wealth as I was a bit confused on what to do with my pensions I had, they were very helpful and explained everything in a simpler way, without all the complicated jargon.
Once it was all explained to me they did all the transfers and sorted out my pensions, I was very happy.
From start to finish it was only a matter of a couple of month and everything was done
15 May 2024
Reply from SFL Wealth Management
We are very pleased to hear everything went well, Mrs Atkinson. Your review is great to hear, 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.
Excellent service
Firstly, I found everyone very helpful in explaining detailed information in order for me to make an informed decision. Once I had made my decision the team were excellent in processing everything and keeping me up to date on the progress.
15 May 2024
Reply from SFL Wealth Management
That's fantastic to hear, Elaine. We shall pass your review on to the team, they will be thrilled to see it. Thank you. If you have any questions or queries, please don't hesitate to contact us.
Excellent advice very helpful from…
Excellent advice very helpful from start too Finnish would recommend the company and services to other highly experienced people
15 May 2024
Reply from SFL Wealth Management
We are delighted to hear you would recommend us, Philip. Thank you very much for your review and your recommendation. If you have any questions or queries, please don't hesitate to contact us.
Great Team
Anna and the team definitely look after you. Great performance of my pension investments.
16 November 2021
Unprompted review
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