SFL Wealth Management Omdömen 

Anna Payne was brilliant. She made everything so understandable & her advise was beneficial.

Very helpful and informative with sorting out my old style pension thats difficult to sort out normally if you want to take it earlier than usual or just releasing some of its capital and helping me understand the options I had and implementing what I wanted to do with it and putting everything into place to best suit my needs for now and in the future

Pension claim sorted quickly and easily.
Excellent Financial advice saved me money.
Long may it continue.

Excellent service and expert pension advice. The adviser took the time to explain all my pension options clearly and answered every question with patience and professionalism. I felt confident that the recommendations were tailored to my circumstances and focused on helping me achieve the best outcome for my retirement. The whole process was straightforward, and I never felt under any pressure. I would highly recommend their services to anyone looking for honest, knowledgeable, and reliable pension advice.

I initially engaged with SFL in early 2023 a couple of years ahead of my planned retirement and the service they have provided for me has been first class. The initial contact and follow up meetings in both consolidating and then investing my accrued pension arrangements were reassuringly thorough.
I am very happy how SFL have advised me throughout my pension planning process. Now that I have retired, the ongoing annual review process is also proving very useful and I have a high degree of confidence in their care and attention to detail in minimising risks to my pension investments.

The company was very helpful and understanding of what i wanted will recameand them to any body for help

Excellent company knowledgeable in all finical and pension matters .
Have delt with all my request promptly and with excellent customer services.

Absolutely delighted with the advice and service offered by SFL , everyone involved in my pension transfer was very helpful and informative , would highly recommend using this company for financial support and services , pension transfers etc , I had an old antiquated cis pension . Gar . Etc SFL transferred it to a Flexi access drawdown with aviva so that I could access my funds . Thanks to everyone who I corresponded with at SFL. Best wishes for the future

Good job thanks

They made the process very easy to transfer my old CIS pension with a GAR which Royal London took over a few years ago, from start to finish took about 8 weeks for the transfer to complete. Highly recommended and very helpful with any questions i had and guided me through each stage of the transfer process.

Once my pensionwas transferred to aviva trying to withdraw my 25 percent tax free isn't at all straight forward as advised. Aviva are not as helpful as what Paul was

Absolutely brilliant from beginning to end. The initial contact with the company was excellent, I believe she was called Sarah. The advice given by Paul Goulding was spot on , everything he said would happen did & exactly when he said it would.

Cannot recommend them enough.

I was kept informed of how my investment is performing. Also how I viewed any risk involved ,a well respected review offering advice, listening to any concerns and assuring me of how sfl will continuously look after my bests interests.

Fast,hassle free and financial advice 2nd to none.Highly recommend

Very helpful and made it easy for me to understand it was exactly as they said it would be so thanks again would definitely recommend

I used this company because needed to talk to a financial advisor and I’m glad I did because from start to finish everything was perfect
My advisor was Tony Steven’s who in my eyes was a top man they shorted anything
I didn’t have to do anything
Many thanks to all that works there

Straight forward process. No unexpected dramas. Excellent service

I contacted SFL wealth to discuss my current pension and if there was anything to be done to make my money work harder for me.
Mike came to see me at my home address, explained the process and came back on a second visit to make a recommendation. This allowed me to consolidate my pensions into one plan but also one, from a big name provider, which would make things simpler to manage but also one with lower fees and likely, based on previous performance, out perform any of my other plans.
The process was simple, well managed and communication with Mike was fantastic and I would highly recommend him and SFL to anyone looking to do the same

SFL made transferring my pension easy and stressless.the team took the time to explain if I didn't quite understand some things to me. I would recommend sfl to friends and family.

Thank you to SFL Wealth Management for being such wonderful financial advisers regarding my pension. I would especially like to thank Anna Payne who has recently reviewed my pension and given me a complete understanding my financial affairs. I've been helped by this company for two years now and they will be reviewing my situation annually. It's given me peace of mind over my current and future investments.