SFL Wealth Management Reviews 

170
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Evaluating 106 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being friendly, helpful, and professional, making the process easy to understand and stress-free. Many highlight the excellent service and customer support, noting the personalized approach and clear explanations provided by advisors. Reviewers are particularly impressed with the quick response times and the overall efficiency, which contributed to a very positive user experience. However, some people mentioned initial delays in communication, with instances where follow-ups were missed and felt like they were forgotten for a period. Despite these occasional issues, management often intervened to get things back on track, ensuring the process was completed effectively.

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 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

170 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

How this company uses Trustpilot

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4.9

All reviews

(170)

102 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

Thanks for all the help and financial…

Thanks for all the help and financial advice given when sorting my private pension out.tony Stevens at the company was friendly as were all staff, would use again.

May 15, 2024
SFL Wealth Management logo

Reply from SFL Wealth Management

Tony and the team will be very happy to hear your review, Neil. Thank you for sharing it with us. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

All the staff were very helpful and I…

All the staff were very helpful and I had my Tax Free Cash a lot quicker than I expected. Would definitely recommend

May 15, 2024
SFL Wealth Management logo

Reply from SFL Wealth Management

The team are very happy to see your review, Emma. Thank you for leaving it for 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 happy 😊

I got in touch with sfl wealth as I was a bit confused on what to do with my pensions I had, they were very helpful and explained everything in a simpler way, without all the complicated jargon.
Once it was all explained to me they did all the transfers and sorted out my pensions, I was very happy.
From start to finish it was only a matter of a couple of month and everything was done

May 15, 2024
SFL Wealth Management logo

Reply from SFL Wealth Management

We are very pleased to hear everything went well, Mrs Atkinson. Your review is great to hear, 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.

Rated 5 out of 5 stars

Excellent service

Firstly, I found everyone very helpful in explaining detailed information in order for me to make an informed decision. Once I had made my decision the team were excellent in processing everything and keeping me up to date on the progress.

May 15, 2024
SFL Wealth Management logo

Reply from SFL Wealth Management

That's fantastic to hear, Elaine. We shall pass your review on to the team, they will be thrilled to see it. Thank you. If you have any questions or queries, please don't hesitate to contact us.

Rated 5 out of 5 stars

Excellent advice very helpful from…

Excellent advice very helpful from start too Finnish would recommend the company and services to other highly experienced people

May 15, 2024
SFL Wealth Management logo

Reply from SFL Wealth Management

We are delighted to hear you would recommend us, Philip. Thank you very much for your review and your recommendation. If you have any questions or queries, please don't hesitate to contact us.

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