SFL Wealth Management Reviews 

216
•
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

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

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

Beoordeeld met 5 van de 5 sterren

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

  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

216 reviews

5 sterren
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3 sterren
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1 ster

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Heeft 100% van zijn negatieve reviews beantwoord

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4,9

Alle reviews

(216)

129 reviews in de afgelopen 12 maanden

Een review schrijven
Bedrijven op Trustpilot mogen geen beloningen aanbieden of betalen om reviews te verbergen. Reviews zijn de meningen van individuele gebruikers en niet van Trustpilot. Meer informatie

Beoordeeld met 5 van de 5 sterren

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.

1 september 2026
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Antwoord van SFL Wealth Management

That's fantastic to hear, Heather. Thank you very much for taking the time to leave Paul your feedback. He will be thrilled. It's great to hear we were able to help.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

Very effient and helpful

Very effient and helpful. Dealt with my pension transfer very quickly

20 augustus 2026
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Antwoord van SFL Wealth Management

It's great to hear we were able to help and that everything went well, Susan. Thank you for taking the time to share your review with us. The team will be thrilled to see it.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

Always nice to speak to a real person

Always nice to speak to a real person

27 augustus 2026
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Antwoord van SFL Wealth Management

Thank you, Andrew. It's great to hear your review, and thank you for taking the time to share it with us. The team will be thrilled.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

25 augustus 2026
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Antwoord van SFL Wealth Management

Thank you for taking the time to leave us your review. It's great to hear you were happy with the service, Dave. We are pleased to have been able to help.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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

25 augustus 2026
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Antwoord van SFL Wealth Management

We are pleased to have been able to help, Gary. Thank you for taking the time to share your review with us. The team will be thrilled to see it.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

24 augustus 2026
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Antwoord van SFL Wealth Management

We are delighted to hear your feedback, Anne. Thank you for taking the time to share it with us. The team will be thrilled to hear of your recommendation and your review.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

Anna Payne was brilliant

Anna Payne was brilliant. She made everything so understandable & her advise was beneficial.

20 augustus 2026
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Antwoord van SFL Wealth Management

Anna will be very pleased to hear your feedback, Cameron. Thank you so much for taking the time to share it with us.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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

22 april 2026
Review zonder uitnodiging
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Antwoord van SFL Wealth Management

Thank you for taking the time to share your review with us, Alan. We are very pleased to hear it. The team will be delighted to see it, too. Thank you again.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

Pension claim sorted quickly and…

Pension claim sorted quickly and easily.
Excellent Financial advice saved me money.
Long may it continue.

12 augustus 2026
Review zonder uitnodiging
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Antwoord van SFL Wealth Management

That's fantastic to hear, Paul. We are very pleased to see you were happy with everything and that we were able to help. The team will be delighted. Thank you.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

6 augustus 2026
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Antwoord van SFL Wealth Management

Thank you so much for taking the time to share your feedback with us, Joanna. The team will be delighted to hear that you were happy with the service provided and for your recommendation. Thank you again for your review.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

29 juli 2026
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Antwoord van SFL Wealth Management

Thank you for taking the time to share your feedback with us, Andrew. It's great to hear that you are happy with the ongoing service we've provided for you. The team here at SFL Wealth will be thrilled to see your review.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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

5 augustus 2026
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Antwoord van SFL Wealth Management

The team will be delighted to see your review and recommendation. Thank you very much for taking the time to share them with us. It's great to hear.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

5 augustus 2026
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Antwoord van SFL Wealth Management

Thank you so much, Ian. It's fantastic to hear you were happy with the service. The team will be delighted.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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

1 juli 2026
Review zonder uitnodiging
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Antwoord van SFL Wealth Management

We are delighted to hear that, William. The team will be thrilled to see your review and feedback. They are great to see. Thank you so much for taking the time to share them with us.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

Good job thanks

Good job thanks

12 maart 2026
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Antwoord van SFL Wealth Management

You are very welcome, Peter. Thank you for leaving us your review. We are pleased to see it.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

30 juli 2026
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Antwoord van SFL Wealth Management

We are very pleased to have been able to help you with your pension transfer. It's great to hear that we were able to help. Thank you for taking the time to share your review with us.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 3 van de 5 sterren

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

30 juli 2026
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Antwoord van SFL Wealth Management

Thank you for taking the time to leave your feedback, Julie. It's great to hear that Paul looked after you so well throughout the advice process.

We're sorry to hear that you've found the withdrawal process with your provider less straightforward than expected. Although we don't control provider processes, we work closely with providers to obtain the information needed and do everything we can to help make the process as smooth as possible.

Please don't hesitate to get in touch if we can be of any further assistance.

Beoordeeld met 5 van de 5 sterren

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.

1 juni 2026
Review zonder uitnodiging
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Antwoord van SFL Wealth Management

We are delighted to hear your feedback and recommendation, Gazo. Both Sarah and Paul will be thrilled to see it. Thank you very much.

If you need anything at all in the future or have any questions, please don't hesitate to get in touch.

Beoordeeld met 5 van de 5 sterren

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.

29 juli 2026
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Antwoord van SFL Wealth Management

Thank you for taking the time to share your feedback with us, B Pell. We're delighted to hear that you felt well informed throughout your review and that our team took the time to listen to your concerns while providing clear advice.

If you need anything at all in the future or have any questions, please don't hesitate to get in touch.

Beoordeeld met 5 van de 5 sterren

Fast,hassle free and financial advice…

Fast,hassle free and financial advice 2nd to none.Highly recommend

22 juli 2026
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Antwoord van SFL Wealth Management

It's great to hear we were able to help and that you were happy with the service provided, Darren. Thank you very much for your recommendation.

If you need anything at all in the future or have any questions, please don't hesitate to get in touch.

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