SFL Wealth Management Reviews 147

TrustScore 5 out of 5

4.8

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

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
3-star
2-star
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

See how their reviews and ratings are sourced, scored, and moderated.

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

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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
SFL Wealth Management logo

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.

Rated 5 out of 5 stars

Pension Information.

I would just like to say I recommend using SFL Wealth Management to anybody! I have no experience in dealing with pension transfers and without the staff and their experience I would not have been able to do what I have done. Nothing was too much trouble. Many thanks to the team!!!

May 16, 2024
SFL Wealth Management logo

Reply from SFL Wealth Management

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

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.

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look