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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Review summary
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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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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
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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
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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
147 reviews
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Replied to 100% of negative reviews
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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.
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
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.
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
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.
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
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.
Pension
The advisor listened to all my needs and gave good advice.
Explaining things in easy to understand language.
January 14, 2025
Reply from SFL Wealth Management
We are very happy to see that everything went well, Karen. Thank you so much for your review. It's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Paul really listened to my situation
Paul really listened to my situation and provided a sensible solution to my needs.
October 29, 2025
Reply from SFL Wealth Management
Paul will be pleased to hear that he was able to help, and you were happy with the service, Erica. Thank you for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.
Quick response
Quick response, very professional, only been with with wealth management a few months so as of yet all good.
October 29, 2025
Reply from SFL Wealth Management
Thank you for taking the time to leave us your review. It's great to have you on board, YB. If you have any questions or queries, please don't hesitate to contact us.
Very helpful & a smooth process moving…
Very helpful & a smooth process moving my pension. Highly recommend!
October 29, 2025
Reply from SFL Wealth Management
It's fantastic to hear we were able to help, and to see your recommendation, Jason. Thank you for taking the time to share your review with us. If you have any questions or queries, please don't hesitate to contact us.
Wonderful people
All the staff that I've been in contact with have been wonderful. Very professional and understanding and helpful.
October 29, 2025
Reply from SFL Wealth Management
Thank you so much, Lucy. The team will be delighted to see your review. It's lovely to hear. If you have any questions or queries, please don't hesitate to contact us.
It was 6 months ago i cannot recall
October 29, 2025
Reply from SFL Wealth Management
Thank you for leaving us your review, Lynn. If you have any questions or queries, please don't hesitate to contact us.
Paul my financial advisor was superb…
Paul my financial advisor was superb right from the start.
I informed him of my wishes and he delivered what I wanted in a very quick and professional manner.
Paul was easy to speak with and explained everything in detail that was on my level.
October 29, 2025
Reply from SFL Wealth Management
Paul will be very happy to read your feedback, Kevin. Thank you for taking the time to leave us your review. It's great to hear. If you have any questions or queries, please don't hesitate to contact us.
Having reached retirement age I was…
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 SFL Wealth Management they did all the process of transferring my pension from my pension company to Aviva after a discussion with Nigel Ogden on an arranged phone call.
He talked me through the process telling me how long it would take with fee's etc.
So it was all done no running around, all from home. Brilliant.
October 29, 2025
Reply from SFL Wealth Management
Thank you so much for taking the time to share your experience with us, Peter. It's great to hear that we were able to help. Nigel will be delighted. If you have any questions or queries, please don't hesitate to contact us.
The people of the Avvia company were…
The people of the Avvia company were friendly efficient in their work and made me feel at ease.
October 29, 2025
Reply from SFL Wealth Management
Here at SFL Wealth, we are very pleased to hear everything went well, Deborah. Thank you very much for taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
Great organisation to do business with.
Really easy to deal with, professional, efficient and informative.
Made the process as simple as possible.
October 28, 2025
Reply from SFL Wealth Management
Thank you so much for your review, Mark. We really appreciate you taking the time to share it with us. It's great to hear everything went well. If you have any questions or queries, please don't hesitate to contact us.
Good advise given from friendly and…
Good advise given from friendly and helpful staff. Highly recommended.
October 8, 2025
Reply from SFL Wealth Management
Hi Stuart, thank you for your great review! We’re really glad to hear you found our team friendly and helpful, and that their advice made a difference. It's brilliant to see your recommendation!
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
This is a genuine company with excellent staff that run the day to day operation, people you can trust and rely on
My circumstances was quite complicated, I had money scattered around, which required a lot of work. The girls did all the hard work, yes they required some input me, they they advised me well
October 7, 2025
Reply from SFL Wealth Management
Hi John, thank you so much for your kind words! We're really pleased to hear you found our team so helpful and supportive, especially with your complex situation. We’ll be sure to pass your lovely feedback on to Claire, Tayla and Sophie — they’ll be delighted to know their hard work made a difference.
If you ever need any further help or advice, don’t hesitate to get in touch.
Easy to talk with
Easy to talk with. Explained everything clearly. Fast service with no hidden costs. Tony and Claire were great. Could speak to them anytime. Great service. Thank you guys
August 26, 2025
Reply from SFL Wealth Management
Thank you so much for your kind words, Tracey. We’re delighted to hear that Tony and Claire made everything clear and straightforward for you. It’s great to know you felt supported and could reach out at any time. We’ll be sure to pass on your thanks to them both.
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
Every thing the team said was going to…
Every thing the team said was going to happen did happen and they explained everything step by step
D Thompson
August 4, 2025
Reply from SFL Wealth Management
Thank you so much for your kind words, Delroy! We're really glad to hear that everything went as expected and that the team kept you informed every step of the way. Clear communication is something we pride ourselves on, so it’s great to know it made a difference.
We appreciate you taking the time to leave us your review. If you have any questions or queries, please don't hesitate to contact us.
Great job.
The whole experience was indeed a little stressful at times and a great deal of back and forth. Luckily my advisor was on the ball and didn’t give up, very impressed with her diligence, knowledge and understanding of what I needed. Great job.
July 31, 2025
Reply from SFL Wealth Management
Thank you very much for your review, Mandie. We understand that the process can sometimes feel a bit overwhelming, so we're really pleased to hear that your adviser was able to support you throughout and ensure everything moved forward.
We'll be sure to pass on your kind words about her diligence, knowledge, and understanding—she’ll be thrilled to know her efforts made a difference.
If you have any questions or queries, please don't hesitate to contact us.
Answered my phone call within a minute
Answered my phone call within a minute. Very friendly, very professional and very competent.10 out of 10
July 23, 2025
Reply from SFL Wealth Management
Thank you very much for taking the time to share your review with us. The team will be delighted to see it. If you have any questions or queries, please don't hesitate to contact us.
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