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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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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
Company replied
All of the team at SFL Wealth Management were amazing. At a dark and difficult time in my life when I was really struggling they were so supportive, caring and understanding with me and of my situatio... See more
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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
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Company details
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
164 reviews
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Replied to 100% of negative reviews
Typically replies within 1 week
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The team at SFL Wealth provided an excellent service
The team at SFL Wealth were very professional. They provided me with clear and concise advice and I would recommend their service
February 26, 2026
Reply from SFL Wealth Management
We are delighted to hear your recommendation, Julie. Thank you very much for taking the time to leave us you review. It's great to see.
If you have any further questions, please don’t hesitate to get in touch.
Reply from SFL Wealth Management
That's fantastic to hear, Richard. We are pleased that everything went well. Thank you for taking the time to share your review with us.
If you have any further questions, please don’t hesitate to get in touch.
SFL have been super helpful and totally sorted out my pension
I was matched with SFL on Unbiased.co.uk and I couldn't be more grateful.
I was stuck with a very old, complicated 1980s Co-op pension pot (SERPS anyone?!) and I was tearing my hair out, trying to access my funds. Secretly, I was also very worried that I might get scammed out of my pension if I wasn't careful - there's so much about it in the media.
SFL knew exactly what to do with my pension pot and the service was great.
Tony Stevens was really responsive and helpful, everything was clear, they were able to move my pension pot and access my funds for me.
My tax-free lump sum was drawn down and put into my bank account for me. The remainder is now in a modern scheme with Aviva and I can access it anytime I need to.
Headache over - and thank you to SFL.
February 16, 2026
Unprompted review
Reply from SFL Wealth Management
That’s fantastic to hear, Lorraine. Thank you so much for taking the time to share your experience with us. Tony and the team will be delighted to read it.
We understand how confusing older pension arrangements can be, so we’re really pleased we were able to make the process clear, straightforward and stress-free for you, and of course, take the headache away.
Take care, and if there’s anything else you need, please don’t hesitate to get in touch.
Reply from SFL Wealth Management
That's fantastic to hear, Mr Saxton. Thank you for taking the time to share your review with us. The team will be very happy to hear it.
If you need anything, please don’t hesitate to get in touch.
Excellent company
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 patience when explaining best options to suit my requirements answering my "many" questions. I also liaised with Claire and Sophie again friendly and helpful. I cannot thank Tony enough for the excellent and prompt service, all completed by December 25.
December 8, 2025
Reply from SFL Wealth Management
Thank you so much for taking the time to leave such a kind review, Linda.
We’re delighted to hear that you were impressed with Tony’s knowledge, guidance and patience throughout the process. We’ll be sure to pass your kind words on to Tony, Claire and Sophie – they’ll be very pleased to see it.
If you need anything, please don’t hesitate to get in touch.
Specialists are outstanding
This is an averaged out score because the actual end specialist IFA in this case Tony was way way way beyond 5 stars . His advice was great , he went above and beyond and I would definitely recommend him to anyone as trustworthy and knows his stuff.
The people you have to go through before you get there not so much - 1 star . They forgot about me for 2 weeks even though they knew it was time sensitive, didn’t follow up and felt like I’ve got the ‘sale’ signed I don’t really care . Their management in fairness did pick up the ball and made great efforts to get things back on track once they realised the slip . THE END JUSTIFIES THE MEANS so stick with it because the advice and actioning you need which is why you call in the first place is FIRST RATE. 5 stars plus plus for them .
January 29, 2026
Reply from SFL Wealth Management
Thank you so much for taking the time to share your feedback, Jules. We’re thrilled to hear that Tony was able to provide such excellent advice and went above and beyond, we’ll be sure to pass your kind words on to him!
We apologise for the earlier delay, as soon as we became aware, we worked hard to get everything back on track.
We’re delighted that, in the end, you felt the experience and advice you received were first rate. Thank you again for your recommendation and leaving Tony your review. He will be very pleased to see it.
If you need anything, please don’t hesitate to get in touch.
Very helpful after trying to deal with…
Very helpful after trying to deal with royal London my self , it was soon sorted a big thank you.
January 29, 2026
Reply from SFL Wealth Management
You are welcome, Larry. The team will be very pleased to see your review. Thank you for taking the time to leave it for us.
If you need anything, please don’t hesitate to get in touch.
Took for ever to get the basic…
Took for ever to get the basic information I wanted and didn’t return phone calls
January 29, 2026
Reply from SFL Wealth Management
Thank you for your feedback. We take all reviews seriously, whether positive or negative, to help us improve our processes. We’re sorry to hear about your experience, and have tried reaching out but haven’t been able to get through. Please could you contact us at your convenience so we can address your concerns?
Kind regards,
SFL Wealth Management
info@sflwealth.co.uk
01792 735 453
Everyone was helpful and the system was…
Everyone was helpful and the system was easy to use.
January 29, 2026
Reply from SFL Wealth Management
Thank you for taking the time to share your review with us, Alison. We are pleased to hear everything went well. If you need anything, please don’t hesitate to get in touch.
Just good communication with Paul
Just good communication with Paul. Explained the process really well and made the process easy.
February 4, 2026
Reply from SFL Wealth Management
That's brilliant to hear. Thank you for leaving us your review. Paul will be pleased to hear you were happy and everything went well.
If you need anything, please don’t hesitate to get in touch.
Good communication
Good communication. Kept me informed of what was happening and when.
Could always contact someone
January 29, 2026
Reply from SFL Wealth Management
Thank you for your review, Brian. We’re glad to hear you felt well-informed throughout and that our team was always easy to contact. Clear communication is really important to us, so we appreciate you taking the time to share your experience.
If you need anything, please don’t hesitate to get in touch.
I was given top advice and what suited…
I was given top advice and what suited my needs.
It was simple and stress free which was what I needed.
Everything was done professionally and quickly.
Would recommend this service to anyone.
January 29, 2026
Reply from SFL Wealth Management
Thank you for taking the time to share your review, Paul. We’re really pleased to hear that the advice suited your needs and that the process was simple and stress-free.
Providing a professional and efficient service is exactly what we aim for, so your feedback means a lot. Thank you for recommending us.
If you need anything, please don’t hesitate to get in touch.
Great company to deal with
Great company to deal with. Explained everything in detail with full help and support along the way. Would highly recommend.
December 18, 2025
Reply from SFL Wealth Management
It's fantastic to see your review and your recommendation, Stuart. Thank you for taking the time to share them with us.
If you need anything, please don’t hesitate to get in touch.
Very helpfull took me through all the…
Very helpfull took me through all the points i should know about when investing my money.
I would recommend this company.
January 14, 2026
Reply from SFL Wealth Management
We’re really glad to hear that you found the information helpful and that everything was clearly explained when discussing your investment options, Richard. Helping clients feel informed and confident is exactly what we aim for.
Thank you again for your recommendation — it’s very much appreciated.
If you need anything, please don’t hesitate to get in touch.
Pension
I found SFL Wealth Management to be very professional in what they do and as there are not many companies that could help me with my specific needs they sorted it out with no problems.
Thank you very much.
January 14, 2026
Reply from SFL Wealth Management
Hi Simon. Thank you very much for taking the time to share your feedback. We’re delighted to hear that you found our service professional and that we were able to assist you. Knowing we could make the process straightforward for you means a lot to the team.
If you need anything, please don’t hesitate to get in touch.
Extremely helpful
Extremely helpful, made sure you fully understood your options.
Always helpful on the phone.
October 29, 2025
Reply from SFL Wealth Management
Thank you, Linda, for taking the time to leave such a lovely review. We’re delighted to hear that you found our team extremely helpful and that everything was clearly explained so you fully understood your options. It’s also great to know you found us helpful on the phone. We really appreciate your feedback.
If you need anything, please don’t hesitate to get in touch.
Quick and hassle free service
Quick and hassle free service
Kept informed throughout the process
If I didn’t understand anything they would explain everything in plain language, which is great.
Impressed.
December 11, 2025
Reply from SFL Wealth Management
Thank you for your great feedback, DW. We’re really pleased to hear that you found the service quick, hassle-free, and easy to understand. Keeping our clients informed and explaining things in clear, plain language is something we really value, so it’s lovely to know that came across. Thanks again for taking the time to leave a review, we really appreciate it.
If you need anything, please don’t hesitate to get in touch.
Pension money worries sorted.
Everything was explained about the whole process of drawing down the money I needed and what the rest of my pension was to be invested in. The financial advisor was very friendly and informative. I would happily recommend SFL wealth.
December 9, 2025
Reply from SFL Wealth Management
Thank you very much for taking the time to leave such a great review, Andrew. We’re delighted to hear that everything was clearly explained and that you felt comfortable with the service. We really appreciate your recommendation and look forward to supporting you in the future.
Friendly and helpfull
Friendly and helpfull, kept me informed all the way through the proses.
December 9, 2025
Reply from SFL Wealth Management
We are pleased to have been able to help, Trevor. Thank you for taking the time to leave us your review. We’re delighted we could help, and we’ll be here anytime you need us.
Reply from SFL Wealth Management
Thank you so for your review, Karen. It's great to see 5 stars. We’re delighted we could help, and we’ll be here anytime you need us.
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