SFL Wealth Management Reviews 

221
•
TrustScore 5 uit 5

4,9

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

We had outstanding service from Tony Stevens we would never have been able to purchase our home without his expert assistance in releasing my pension. He kept us updated on everything and was a joy to... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

My independent financial adviser was with Mike Dickenson he secured me a better pension policy than I was in and its now giving me a better return. Things that i found a little daunting Mike explaine... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

I would highly recommend SFL Wealth … they really helped me with all my Pension & investments needs …they are also still helping with there great services Clive

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

Right from the start we found everyone we spoke to or emailed incredibly helpful and knowledgeable. The advice we were given really helped us to make the right decision. The whole team were very eff... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Financieel adviseur

Geschreven door het bedrijf

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.


Contactgegevens

4,9

Uitstekend

TrustScore 5 uit 5

221 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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Heeft 100% van zijn negatieve reviews beantwoord

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4,9

Alle reviews

(221)

133 reviews in de afgelopen 12 maanden

Een review schrijven
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Beoordeeld met 5 van de 5 sterren

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 augustus 2024
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Antwoord van 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.

Beoordeeld met 4 van de 5 sterren

Friendly and professional recommended

Friendly and professional recommended
Did have to chase a bit once sort fast on payment

2 augustus 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 juli 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 juni 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

Excellent Service.

Very helpful advice that was personalised to my needs. Very fast service. Highly recommended.

11 juli 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

Nothing was too much bother

Nothing was too much bother, always kept me in the loop with different stages from beginning to end.

21 juni 2024
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Antwoord van 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.

Beoordeeld met 1 van de 5 sterren

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
Review zonder uitnodiging
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Antwoord van 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

Beoordeeld met 5 van de 5 sterren

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 juni 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 juni 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

Very helpful made it a simple as…

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

10 juni 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 juni 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

Very helpful in getting my pension…

Very helpful in getting my pension released

30 mei 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

Very helpful and knowledgeable

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

10 januari 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 mei 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 mei 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 mei 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

Great reliable

Great reliable, speedy, efficient firm

23 mei 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 mei 2024
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Antwoord van 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.

Beoordeeld met 4 van de 5 sterren

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 mei 2024
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Antwoord van 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.

Beoordeeld met 5 van de 5 sterren

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 mei 2024
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Antwoord van 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.

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