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
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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
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
I needed a financial advisor and this company helped me move my pension. They are totally trustworthy and all went well very smoothly. I would recommend them 100%
Bedrijf heeft geantwoord
Bedrijfsgegevens
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
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, Verenigd Koninkrijk
- 01792 735 453
- info@sflwealth.co.uk
- sflwealth.co.uk
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Fantastic service Paul was very…
Fantastic service Paul was very professional and very helpful at what was a difficult time for our family, my pension was in the best hands, everything was dealt with smoothly from the start to finish, I would highly recommend this company, if I could give more than 5 stars I would.

Antwoord van SFL Wealth Management
Very effient and helpful
Very effient and helpful. Dealt with my pension transfer very quickly

Antwoord van SFL Wealth Management

Antwoord van SFL Wealth Management
Excellent advise and service
Excellent advise and service, explained in a very understandable way. All information provided and recommended was clear and targeted for my personal situation.

Antwoord van SFL Wealth Management
They listen to you then apply the best solution
Listen to what you are trying to do and find you the best suitable solution which will help you achieve that

Antwoord van SFL Wealth Management
Good Experience
We are really pleased with the service provided by SFL wealth management. Everyone has been very friendly, helpful and very professional. They did a brilliant job sorting out a better company for our funds. We would highly recommend them if looking for advice or help, We can't thank them enough for their help.

Antwoord van SFL Wealth Management
Anna Payne was brilliant
Anna Payne was brilliant. She made everything so understandable & her advise was beneficial.

Antwoord van SFL Wealth Management
Help with Early release of funds
Very helpful and informative with sorting out my old style pension thats difficult to sort out normally if you want to take it earlier than usual or just releasing some of its capital and helping me understand the options I had and implementing what I wanted to do with it and putting everything into place to best suit my needs for now and in the future

Antwoord van SFL Wealth Management
Pension claim sorted quickly and…
Pension claim sorted quickly and easily.
Excellent Financial advice saved me money.
Long may it continue.

Antwoord van SFL Wealth Management
Excellent service and expert pension…
Excellent service and expert pension advice. The adviser took the time to explain all my pension options clearly and answered every question with patience and professionalism. I felt confident that the recommendations were tailored to my circumstances and focused on helping me achieve the best outcome for my retirement. The whole process was straightforward, and I never felt under any pressure. I would highly recommend their services to anyone looking for honest, knowledgeable, and reliable pension advice.

Antwoord van SFL Wealth Management
Excellent pension planning.
I initially engaged with SFL in early 2023 a couple of years ahead of my planned retirement and the service they have provided for me has been first class. The initial contact and follow up meetings in both consolidating and then investing my accrued pension arrangements were reassuringly thorough.
I am very happy how SFL have advised me throughout my pension planning process. Now that I have retired, the ongoing annual review process is also proving very useful and I have a high degree of confidence in their care and attention to detail in minimising risks to my pension investments.

Antwoord van SFL Wealth Management
The company was very helpful and…
The company was very helpful and understanding of what i wanted will recameand them to any body for help

Antwoord van SFL Wealth Management
They help you to look after your money .
Excellent company knowledgeable in all finical and pension matters .
Have delt with all my request promptly and with excellent customer services.

Antwoord van SFL Wealth Management
Absolutely delighted with the advice…
Absolutely delighted with the advice and service offered by SFL , everyone involved in my pension transfer was very helpful and informative , would highly recommend using this company for financial support and services , pension transfers etc , I had an old antiquated cis pension . Gar . Etc SFL transferred it to a Flexi access drawdown with aviva so that I could access my funds . Thanks to everyone who I corresponded with at SFL. Best wishes for the future

Antwoord van SFL Wealth Management
CIS Pension transfer.
They made the process very easy to transfer my old CIS pension with a GAR which Royal London took over a few years ago, from start to finish took about 8 weeks for the transfer to complete. Highly recommended and very helpful with any questions i had and guided me through each stage of the transfer process.

Antwoord van SFL Wealth Management
Once my pensionwas transferred to aviva…
Once my pensionwas transferred to aviva trying to withdraw my 25 percent tax free isn't at all straight forward as advised. Aviva are not as helpful as what Paul was

Antwoord van SFL Wealth Management
Fabulous Transaction
Absolutely brilliant from beginning to end. The initial contact with the company was excellent, I believe she was called Sarah. The advice given by Paul Goulding was spot on , everything he said would happen did & exactly when he said it would.
Cannot recommend them enough.

Antwoord van SFL Wealth Management
Yearly Review of performance of investment
I was kept informed of how my investment is performing. Also how I viewed any risk involved ,a well respected review offering advice, listening to any concerns and assuring me of how sfl will continuously look after my bests interests.

Antwoord van SFL Wealth Management
Fast,hassle free and financial advice…
Fast,hassle free and financial advice 2nd to none.Highly recommend

Antwoord van SFL Wealth Management
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