SFL Wealth Management Reviews 

164
TrustScore 5 out of 5

4.8

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Review summary

Created with AI, based on recent reviews

Evaluating 98 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their knowledge, guidance, and patience, making complex processes easy to understand and stress-free. The service provided is frequently described as excellent, with many appreciating the promptness and efficiency in handling their needs. Reviewers highlight the exceptional customer service, noting that advisors are supportive, caring, and always available to answer questions and provide clear explanations. The user experience is often described as positive, with people feeling in control and well-informed throughout the process, thanks to excellent communication and quick response times. However, some people mentioned initial delays and a lack of follow-up, though management often intervened to resolve these issues.

What people talk about most

Staff

Clients share positive opinions on staff, consistently highlighting their helpfulness, professionalism, and... See more

Service

People report positive experiences with the service, highlighting its ease, quickness, and stress-free... See more

Customer service

Users describe positive interactions with customer service, highlighting the helpfulness and politeness of... See more

User experience

Customers report positive experiences with the user experience, often describing it as easy, stress-free, and... See more

Response time

Consumers generally report positive experiences with response times, noting that their questions were... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

Company replied


Company details

  1. Financial Consultant

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

4.8

Excellent

TrustScore 5 out of 5

164 reviews

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1-star

Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 100% of negative reviews

Typically replies within 1 week

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4.8

All reviews

(164)

96 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Financial help and planning

If you know you need any financial specialist help I have found no better place to help

December 9, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

That’s wonderful to hear, Martin. Thank you for taking the time to share your experience. We’re delighted we could help, and we’ll be here anytime you need us.

Rated 5 out of 5 stars

Excellent communication

Excellent communication from the outset. SFL Wealth helped when no other company wanted to or could not due to lack of products. Fully endorse and recommend.

December 9, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you so much for your kind words, Deborah! We’re really glad we could help where others couldn’t, and it’s great to hear you were pleased with the communication from the start.

Your recommendation means a lot to us and is great to hear. If you ever need anything in the future, we’re always here to help.

Rated 5 out of 5 stars

Everyone was so helpful and made the…

Everyone was so helpful and made the whole process easy . My wife’s pensions were all sorted out very quickly.

October 29, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for taking the time to leave us your review, Tony. We are very pleased to hear everything went well. If you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Donna was brilliant at explaining…

Donna was brilliant at explaining everything. She took her time to answer all my questions.
Always available if I’m worried about anything

November 5, 2025
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Reply from SFL Wealth Management

It's fantastic to hear your review, Suzanne. Donna will be thrilled to see it when we pass it on to her. Thank you so much for sharing it with us. If you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for your review, Philip. It's great to hear we were able to help. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Very helpful and professional service…

Very helpful and professional service explained all aspects of my pension and my chioses

November 6, 2025
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Reply from SFL Wealth Management

It's great to hear your review, Arthur. Thank you so much for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Call came at agreed time

Call came at agreed time. Nigel listened to my thoughts and offered company support via HO

October 29, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for your review, Mr Wright. We are pleased to hear Nigel was able to help, and you were happy with the service. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Highly recommended!

My experience of SFL was incredibly positive. Everyone I spoke to was very supportive, clear and friendly. The financial advisor I spoke to, Paul Golding, gave me excellent advice regarding a pension pot. He clarified everything I didn’t fully understand in ways that I could relate to. The whole process was approached with ease. Excellent people to deal with.
I highly recommend SFL!

October 30, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Paul will be thrilled to read your feedback, Jack. Thank you so much for taking the time to share your review with us and for your recommendation. They are both great to hear!

Rated 5 out of 5 stars

Friendly and easy to talk

Friendly and easy to talk , explained any issues I did not understand and put on no pressure . Very pleased with the outcome.
.

October 29, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

We are pleased to have been able to help, Matthew. Thank you for sharing your feedback with us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Helpful supportive advice

All the people I dealt with were helpful and explained everything clearly.

November 6, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

We are pleased to hear everything went well, Diane. It's great to see your review. Thank you. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Great customer service

November 6, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

We are really pleased to see your review, Magi. Thank you for taking the time to leave it for us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Quick effient friendly and …

Quick effient friendly and wellexplained

October 29, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you very much. Antony. We are very happy to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Pension

Fairplay they made getting my 25% tax free money from frozen pension really easy ,put me in touch with right person. Was worried about doing it on phone,like to do things face to face but there was no need to be .thankyou for your help

October 29, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

It's great to hear we were able to help, Gerald. We shall pass your review on to the team. They will be very pleased. Thank you. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

was given important info …

was given important info i was not aware of, my fin adv Mr Nigel Ogden (who was excellent)went through all options at my disposal, and when something i was unsure off if i could not get in contact with Nigel, his office was always there to help.
Very excellent and professional from Nigel and his team

October 28, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

We are very pleased to hear your review, Martin. Both Nigel and the team will be thrilled to see your feedback. Thank you for taking the time to share them with us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Professional people

Great experience from start to finish.kept well informed all the way through the process.

October 30, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you very much, Mr Steel. We are very happy to hear everything went well. It's great to see your review. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Really helpful informative

Really helpful informative explained everything to me

October 30, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

We are delighted to have been able to help. It's great to see your review. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Politeness and understanding

Politeness and understanding

October 30, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

It's great to see your review, Carl. 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.

Rated 5 out of 5 stars

Received a first class service from SFL…

Received a first class service from SFL wealth . Friendly and very professional, won’t hesitate to use them again

October 30, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you very much for leaving us your review, John. We are very pleased to have been able to help. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Such a Joy to deal with absolutely…

Such a Joy to deal with absolutely every they said they would do they delivered on

October 30, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

It's great to hear your review, Peter. Thank you so much for taking the time to leave it for us. The team will be thrilled. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

My whole experience was amazing

My whole experience was relaxed, I was given a financial adviser, Tony who was so friendly and amazing. Tony took all the stress out of it for me and advised me well. Would definitely recommend to others.

October 29, 2025
SFL Wealth Management logo

Reply from SFL Wealth Management

Tony will be delighted to read your recommendation and your review, Tina. Thank you so much for taking the time to share them with us. If you have any questions or queries, please don't hesitate to contact us.

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