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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Lees wat reviewers zeggen
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
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
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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
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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
4,9
Uitstekend
220 reviews
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It was 6 months ago i cannot recall
29 oktober 2025
Antwoord van SFL Wealth Management
Thank you for leaving us your review, Lynn. If you have any questions or queries, please don't hesitate to contact us.
Paul my financial advisor was superb…
Paul my financial advisor was superb right from the start.
I informed him of my wishes and he delivered what I wanted in a very quick and professional manner.
Paul was easy to speak with and explained everything in detail that was on my level.
29 oktober 2025
Antwoord van SFL Wealth Management
Paul will be very happy to read your feedback, Kevin. Thank you for taking the time to leave us your review. It's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Having reached retirement age I was…
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 SFL Wealth Management they did all the process of transferring my pension from my pension company to Aviva after a discussion with Nigel Ogden on an arranged phone call.
He talked me through the process telling me how long it would take with fee's etc.
So it was all done no running around, all from home. Brilliant.
29 oktober 2025
Antwoord van SFL Wealth Management
Thank you so much for taking the time to share your experience with us, Peter. It's great to hear that we were able to help. Nigel will be delighted. If you have any questions or queries, please don't hesitate to contact us.
Great organisation to do business with.
Really easy to deal with, professional, efficient and informative.
Made the process as simple as possible.
28 oktober 2025
Antwoord van SFL Wealth Management
Thank you so much for your review, Mark. We really appreciate you taking the time to share it with us. It's great to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.
Good advise given from friendly and…
Good advise given from friendly and helpful staff. Highly recommended.
8 oktober 2025
Antwoord van SFL Wealth Management
Hi Stuart, thank you for your great review! We’re really glad to hear you found our team friendly and helpful, and that their advice made a difference. It's brilliant to see your recommendation!
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
This is a genuine company with excellent staff that run the day to day operation, people you can trust and rely on
My circumstances was quite complicated, I had money scattered around, which required a lot of work. The girls did all the hard work, yes they required some input me, they they advised me well
7 oktober 2025
Antwoord van SFL Wealth Management
Hi John, thank you so much for your kind words! We're really pleased to hear you found our team so helpful and supportive, especially with your complex situation. We’ll be sure to pass your lovely feedback on to Claire, Tayla and Sophie — they’ll be delighted to know their hard work made a difference.
If you ever need any further help or advice, don’t hesitate to get in touch.
Easy to talk with
Easy to talk with. Explained everything clearly. Fast service with no hidden costs. Tony and Claire were great. Could speak to them anytime. Great service. Thank you guys
26 augustus 2025
Antwoord van SFL Wealth Management
Thank you so much for your kind words, Tracey. We’re delighted to hear that Tony and Claire made everything clear and straightforward for you. It’s great to know you felt supported and could reach out at any time. We’ll be sure to pass on your thanks to them both.
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
Every thing the team said was going to…
Every thing the team said was going to happen did happen and they explained everything step by step
D Thompson
4 augustus 2025
Antwoord van SFL Wealth Management
Thank you so much for your kind words, Delroy! We're really glad to hear that everything went as expected and that the team kept you informed every step of the way. Clear communication is something we pride ourselves on, so it’s great to know it made a difference.
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
Great job.
The whole experience was indeed a little stressful at times and a great deal of back and forth. Luckily my advisor was on the ball and didn’t give up, very impressed with her diligence, knowledge and understanding of what I needed. Great job.
31 juli 2025
Antwoord van SFL Wealth Management
Thank you very much for your review, Mandie. We understand that the process can sometimes feel a bit overwhelming, so we're really pleased to hear that your adviser was able to support you throughout and ensure everything moved forward.
We'll be sure to pass on your kind words about her diligence, knowledge, and understanding—she’ll be thrilled to know her efforts made a difference.
If you have any questions or queries, please don't hesitate to contact us.
Answered my phone call within a minute
Answered my phone call within a minute. Very friendly, very professional and very competent.10 out of 10
23 juli 2025
Antwoord van SFL Wealth Management
Thank you very much for taking the time to share your review with us. The team will be delighted to see it. If you have any questions or queries, please don't hesitate to contact us.
Highly recommend from start to finish…
Highly recommend from start to finish very professional.
21 juli 2025
Antwoord van SFL Wealth Management
That's fantastic to hear, Kendra. The team will be delighted to see your review. Thank you for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.
Outstanding service from Team
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 provider. I am so happy I chose this company to guide me through the complicated process. Thank you so much to all involved. A very happy customer. Would highly recommend.
10 juli 2025
Antwoord van SFL Wealth Management
Paul, Claire, Tayla and Sophie will be delighted to see your review, Jenny. We are very happy to hear everything went well and the team were able to help. 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.
I found the thought of dealing with my…
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 knowledge was second to none and everything that was recommended was explained throughly. The process was professionally dealt with and security conscious with signatures and authorisation protocol which put me at ease. A real pleasure to deal with.
24 juni 2025
Antwoord van SFL Wealth Management
We are delighted to hear your review, Andrew. Thank you so much for taking the time to share it with us, it's great to see. If you have any questions or queries, please don't hesitate to contact us.
Great work from these guys ,made our…
Great work from these guys ,made our experience a lot easier than we expected and all done in great time
4 juni 2025
Antwoord van SFL Wealth Management
Thank you very much for taking the time to share your review with us, Beverley. We are thrilled to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.
Tony stevens
Well what can I say , I was getting no where with my existing pension company until I got in contact with sfl and I got to say what a fantastic company this is .Eight weeks later I have my lump sum in bank couldn't fault Tony Stevens brilliant down to earth guy sorted it all out for me.I now have paid my morgage off and am morgage free .Thanks sfl for all your help
19 juni 2025
Review zonder uitnodiging
Antwoord van SFL Wealth Management
Thank you very much for your review, Dennis. We are delighted to hear everything went well and were able to help. Tony will be thrilled to read your review. If you have any questions or queries, please don't hesitate to contact us.
Excellent service
Helpful and friendly staff , always following through with agreed actions. Very knowledgable about their subject area and able to
communicate and explain issues fully. It’s good that you can speak to the same members of staff who are conversant with your case.
3 juni 2025
Antwoord van SFL Wealth Management
Thank you so much for taking the time to share your review with us, Keith. We are delighted to hear we were able to help. If you have any questions or queries, please don't hesitate to contact us.
Very good company to deal with
Very good company to deal with. Sorted my pension out very quickly and my 25% tax free was sorted out the next day. Would recommend to anyone and also use them myself again . Thank you
12 mei 2025
Antwoord van SFL Wealth Management
We are thrilled to hear you would recommend us, Wendy. Thank you so 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.
I highly recommend this company
I highly recommend this company. I experienced excellent service from the moment I made my first contact. They gave me great advice and I would have made poor decisions without their input. They kept me up to day and they replied to my emails within a few minutes.
10 april 2025
Antwoord van SFL Wealth Management
It's fantastic to hear your review and your recommendation, Fionnuala. 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.
Antwoord van SFL Wealth Management
That's brilliant to hear, Eira. Thank you very much for leaving us your review. If you have any questions or queries, please don't hesitate to contact us.
I was treated as a valued customer
My initial enquiry for advice was via the "Unbiased" financial advice service who for my policies recommended SFL Wealth Management in Cardiff. My call to SFL was answered promptly and after giving details of my policies I was contacted by Tony Stevens who spent time finding out about my needs, the reasons for consolidating policies and thoughts for the future. He made recommendations based on these needs and made all of the transfer arrangements for me. I was pleased to be treated as a person rather than just a number and the advice and actions taken have worked well for my situation. This all took place during 2022 but I have had further advice on an additional policy in February this year which again has been useful. I would have no hesitation in recommending both Tony Stevens and SFL Wealth Management to offer sound advice.
11 februari 2025
Antwoord van SFL Wealth Management
That's fantastic to hear, Mr Plummer. Tony and the team will be very pleased to see your review when we pass it on to them. 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.
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