SFL Wealth Management Reviews 

171
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 106 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being friendly, helpful, and professional, offering excellent advice and guidance. Many highlight the outstanding service, noting how the team clarifies complex information and makes the process easy, quick, and stress-free. People appreciate the clear communication and prompt responses, feeling well-informed and supported throughout their interactions. Reviewers frequently recommend the company, trusting the advisors' knowledge to provide tailored solutions and expressing satisfaction with the results. The personalized approach and peace of mind gained from their financial guidance are often emphasized, leading to confidence in using their services again.

What people talk about most

Staff

Reviewers consistently express satisfaction with the staff, highlighting their helpfulness, professionalism,... See more

Service

Users describe positive interactions with service, highlighting the helpful, friendly, and professional... See more

Customer service

Consumers find customer service to be positive, highlighting the helpfulness and support received from staff.... See more

User experience

People report positive experiences with user experience, finding the process easy, stress-free, and quick.... See more

Response time

Reviewers highlight positive aspects of response time, with many customers reporting that their questions... See more

Reviews shaping this summary

Rated 5 out of 5 stars

We are absolutely delighted with the service provided by SFL wealth management for my husbands pension, everybody has been very friendly, helpful and very professional. They did a brilliant job sortin... See more

Company replied

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

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

Rated 5 out of 5 stars

It is well worth engaging with this company to give you financial advice and in particular to manage your pension knowing the right companies to invest with and getting the best returns, brilliant.... 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

4.9

Excellent

TrustScore 5 out of 5

171 reviews

5-star
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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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4.9

All reviews

(171)

103 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

Excellent Customer Service

Tayla has gone above and beyond to help with my Pension transfer, she has been super helpful and stayed in contact right up to the closure. I can not rate her highly enough.

June 11, 2024
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Reply from SFL Wealth Management

Tayla will be delighted to see your review, Kevin. Thank you very much for taking the time to share your review with us, it's great to hear. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Very helpful made it a simple as…

Very helpful made it a simple as possible was kept up to date phone always answered

June 10, 2024
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Reply from SFL Wealth Management

Thank you very much, Mr Monk. 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

The team,mostly Clare raby and tayla…

The team,mostly Clare raby and tayla were amazing,went over and above to help us in any way they could. Should anybody ask for money advice/help we would wholeheartedly recommend Secure for life.

June 7, 2024
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Reply from SFL Wealth Management

Clare and Tayla will be thrilled to see your review, A Jackson. Thank you for taking the time to share it with us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Very helpful in getting my pension…

Very helpful in getting my pension released

May 30, 2024
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Reply from SFL Wealth Management

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

Rated 5 out of 5 stars

Very helpful and knowledgeable

Very helpful and knowledgeable, kept us informed along the way.

January 10, 2024
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Reply from SFL Wealth Management

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

Rated 5 out of 5 stars

Really helpful people guided me all the…

Really helpful people guided me all the way through. My pension queries would recommend them to anybody.

May 29, 2024
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Reply from SFL Wealth Management

It's fantastic to hear you would recommend us, Michael. The team will be delighted. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Pension Review

I was satisfied with the information provided and received a comprehensive illustration.The information was easy to understand.
Nigel was extremely helpful,open,honest and transparent.He was readily available to answer questions to confirm anything I was unsure about.
I wouldn't hesitate to use or to recommend SFL.Wealth Management in the future

May 29, 2024
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Reply from SFL Wealth Management

Thank you so much for recommendation and your review, Tim. It's great to hear you were happy with the service. We shall pass your review to the team. They will be thrilled. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

The person on the phone was very…

The person on the phone was very precise on what they telling me and I never had a problem with them they gave me good answers to what I wanted to know

May 21, 2024
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Reply from SFL Wealth Management

We are very pleased to hear everything went well, Allison. Thank you for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Great reliable

Great reliable, speedy, efficient firm

May 23, 2024
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Reply from SFL Wealth Management

Thank you very much, Marion. 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

Patient orderly sympathetic

Patient orderly sympathetic and knowledgeable staff. Time and patients ti repeat information 34 timed if requested myself.
Sympathetic with my needs and wishes. Very knowledgeable of products that best suited my requirements. Most of all my own advisor Claire was friendly , nit in anyway condescending. Sincere and extremely helpful. Thankyou to all, special hug for Claire.

May 24, 2024
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Reply from SFL Wealth Management

Claire and the team will be delighted to see your review, Anthony. We are very pleased to hear everything went well. Thank you for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.

Rated 4 out of 5 stars

Every telephone call was polite promt…

Every telephone call was polite promt and helpful thank you for the help in making our experience easy

May 23, 2024
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Reply from SFL Wealth Management

You're very welcome, Donald. Thank you for sharing your review with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Amazing company with really friendly…

Amazing company with really friendly staff, Tayla and Claire were both amazing from start to finish and it couldn’t have gone any better! Nothing was too much for them and they sorted my pension out a lot quicker than I expected. I would definitely recommend!

May 15, 2024
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Reply from SFL Wealth Management

Thank you very much for your review, Jordan. We are sure Tayla and Claire will be thrilled to read it. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

From first point of contact

From first point of contact, with yourselves, I was made to feel welcome, and I was listened to, regarding the matter I needed help with.
Everyone was very polite, and took the time to go through and explain everything to myself, so I was able to make the right decision, in my best interests. The consultant I spoke with, made me feel very at ease, and happily answered any questions I had. He was very kind, courteous, and very professional, with great knowledge of services, suitable, for myself. For that I am very grateful, and would highly recommend yourselves to others.
Telephone calls from yourselves,always friendly, and any queries answered swiftly, and politely.
Outstanding company. Thank you.

May 22, 2024
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Reply from SFL Wealth Management

Thank you very much for taking the time to share this with us, Jacquie. It's a pleasure to read your review of the process and the team. Thank you again. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Pension sharing order

I had struggled for almost 2 years to complete a pension sharing order after my divorce. The company the funds were being transferred from were making things very difficult.
SFL management completed it for me efficiently and kept me posted throughout the process, they dealt with the difficulties swiftly and were sympathetic to my plight.
I would recommend.

May 22, 2024
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Reply from SFL Wealth Management

Thank you very much for taking the time to share your experience with us, Sam. We are delighted to hear that we were able to help with your situation and the team will be very pleased to hear your review. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

This was my first time using a finacial…

This was my first time using a finacial advisor, and I was very impressed by the level of great service and my advisor Paul was always at the end of the phone to answer any questions I had. And after my dealings with them the follow up service was first class too just to find out if all was ok and if everything went ok. So overall a first class service

May 22, 2024
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Reply from SFL Wealth Management

That's fantastic to hear, Paul. The team will be thrilled to see your review. Your financial adviser, Paul, will be very happy too. If you have any questions or queries, please don't hesitate to contact us.

Rated 3 out of 5 stars

There a little expensive 😔

The experience was ok people were nice and they explained everything.
But they want a fairly large slice of your pension pot but hopefully it will come back and more when it starts to grow 🤞😊

May 21, 2024
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Reply from SFL Wealth Management

Thank you for leaving us your review, David. We are pleased to hear our team were able to assist you with your pension. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

They were very efficient and…

They were very efficient and professional and very respectful and helpful

I would recommend them to anyone who was looking for a pension advisor

May 21, 2024
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Reply from SFL Wealth Management

We are delighted to hear your recommendation and your review, Stephen. The SFL Wealth team will be thrilled to see it. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Pension swap

Was dealt with by Paul Golding. He explained my pension details and how I can get my hands on the 25%tax free sum. Also explained that I'd need to move it to another scheme . All was explained and it was then all sorted and paid in my account within few weeks . No problems at all. Thanks Paul and the team. Hopefully watch my pension grow now .

May 21, 2024
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Reply from SFL Wealth Management

Paul and the team will be very pleased to see your review, Carl. It's great to hear you were happy with the service. Thank you very much for your review. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Had a great straightforward experience…

Had a great straightforward experience dealing with SLF. I was kept informed on all aspects of my request and it went smoothly, quickly without any issues.
Communication was great and I was able to speak to my advisors without any hassle.

May 20, 2024
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Reply from SFL Wealth Management

Thank you very much for taking the time to share your review with us, Rachel. We are delighted 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

Both Tayla and Claire were excellent in…

Both Tayla and Claire were excellent in the office got a transfer through in a fraction of the time that it would usually take. They were both very professional and would certainly recommend this company. Paul the financial adviser was also excellent and tailored everything to my specific requirements. Would have no problem in recommending g to my friends and family. Thanks again guys

May 17, 2024
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Reply from SFL Wealth Management

Tayla, Claire and Paul will be delighted to see your review, Darren. We are very pleased to hear your review and are delighted with your recommendation. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.

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