SFL Wealth Management Reviews 147

TrustScore 5 out of 5

4.8

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Review summary

Created with AI, based on recent reviews

Considering 89 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, knowledge, and friendly demeanor, making complex processes easy to understand. The service is frequently highlighted as excellent, with many appreciating the professional and efficient approach, as well as the quick response times. However, some people were dissatisfied with initial interactions, mentioning delays and a lack of follow-up before connecting with a specialist. These occasional experiences suggest that while the overall service is highly positive, there can be inconsistencies in the preliminary stages.

What people talk about most

Staff

Reviewers mention positive feedback about staff. Customers consistently praise the team for being charming,... See more

Service

Customers had positive experiences with service, consistently praising the professionalism and efficiency of... See more

Customer service

People report positive experiences with customer service. Customers consistently praise the helpfulness and... See more

User experience

Consumers find the user experience to be positive. Many reviewers highlight that the process was... See more

Response time

Customers consistently note positive experiences with response times. Many reviewers highlight that their... See more

Reviews shaping this summary

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

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

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 k... 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


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

147 reviews

5-star
4-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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Rated 5 out of 5 stars

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
SFL Wealth Management logo

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.

Rated 5 out of 5 stars

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
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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.

Rated 5 out of 5 stars

Friendly and helpfull

Friendly and helpfull, kept me informed all the way through the proses.

December 9, 2025
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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.

Rated 5 out of 5 stars

Very helpful staff.

Very helpful staff.

December 11, 2025
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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.

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
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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
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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
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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
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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
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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
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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
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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
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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
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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.

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