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

Totally profesional 5*

The staff at SFL were both charming and knowledgeable. I was kept informed and my questions were answered swiftly and in easy to understand language.

All I can say is I would not hesitate to use them again
and recommend them to others

4 May 2026
Unprompted review
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for taking the time to leave such lovely feedback. We’re really pleased to hear that the team kept you informed throughout and was able to answer your questions clearly and promptly.

Thank you again for your recommendation — it’s genuinely appreciated by everyone here at Secure For Life Wealth Management Ltd.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

A first time user of such an amazing…

A first time user of such an amazing product! Very good and honest with how process would proceed! All questions answered quickly and precisely! A service I would happily recommend to anyone!

30 April 2026
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Reply from SFL Wealth Management

Thank you so much for your kind feedback. We’re delighted to hear that your first experience was such a positive one.

Providing clear, honest guidance and making sure all questions are answered thoroughly is extremely important to us, so it’s fantastic to know this came across throughout the process.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 4 out of 5 stars

Upfront company

Well explained and up front with everything.
Has saved me money with fee i was paying to manage pension.
With the £2500 fee for handling it will take approximately 1 year before before I start making a profit

23 April 2026
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Reply from SFL Wealth Management

Thank you for taking the time to leave your feedback, Iain. We’re really pleased to hear that everything was explained clearly and transparently throughout the process.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Achieved what I requested

Achieved what I requested

23 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for taking the time to share your review with us, Mr Green. We are pleased to hear everything went well. If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

One phone call and my mind was set at ease

One phone call and my mind was set at ease, they handled everything, i received my 25% and they used the remaining 75% to set up an investment pot

15 April 2026
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Reply from SFL Wealth Management

Thank you for your review, Graham. It's great to hear everything went well, and we were able to help. We shall pass your feedback on to the team, they will be delighted. If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Very good indeed 👌

Very good indeed 👌

16 April 2026
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Reply from SFL Wealth Management

Thank you so much for taking the time to leave us your review, Tony. It's great to hear. If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

You can not trust anyone else with…

You can not trust anyone else with advise with your finance here ,they achievied everything i wanted to do and saved me money on tax but still left me with options to withdrawall on my pension for my best intrest ,will be recommending this company to all my friends

23 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

That's fantastic to hear, Tim. Thank you so much for your kind words and for taking the time to share your feedback. It will put a big smile on the faces of the team.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Extremely helpful throughout from start…

Extremely helpful throughout from start to finish

23 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

We are very pleased to hear we were able to help, John. Thank you for sharing your feedback with us. The team will be delighted to see it.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Great service from start to finish…

Great service from start to finish would highly recommend.

9 February 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

We are delighted to hear you would recommend us, Al. Thank you very much for taking the time to share your review with us. The team will be thrilled.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Professional and friendly service

Helped sort out all my pensions in a professional and friendly manner. Has helped set me up and feel more relaxed for my future.

8 January 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

That's lovely to hear, Darren. It's great to hear your feedback. Thank you for taking the time to share your review with us. Everyone here at SFL Wealth Management is delighted to read it.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Was all made very easy and clear

Was all made very easy and clear

15 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you, Graham. We are pleased to hear everything went well and the team was able to help.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Superb company to deal with

Superb company to deal with everyone who I dealt with is very knowledgeable and was very understanding of my needs.
Particular thanks to Tony Stevens, the advisor, who is superb and would recommend him to anyone for financial advice.
Highly recommended company.

15 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

That’s fantastic to hear, Robert. Thank you for taking the time to share your feedback with us. Tony will be thrilled to read your kind words and recommendation.

If you need anything at all or have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Great service

Professional, very knowledgeable about all my pension options, would highly recommend

16 April 2026
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Reply from SFL Wealth Management

Thank you so much for your review and recommendation, Warren. We are delighted to hear everything went well.

If you need us for anything or 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

We are pleased to have been able to help, Andrea. Thank you for taking the time to leave us your feedback. The team will be happy to read it. If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Battle Fund

As soon as my pension was released Tony my adviser from SFL was very professional in looking after my investment and placing it in an investment fund. That suited my needs.
Thank you.

16 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

Tony and the team will be very pleased to hear your review, John. Thank you for taking the time to share your feedback with us.

If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

They were very much on top of things…happy days

They were very much on top of things and made my life more easier.

15 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for taking the time to share your review with us, Craig. The team will be delighted to hear that everything went smoothly.

If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Couldn't have been more helpful

Couldn't have been more helpful, Claire went the extra mile and chased RoyalLondon on my behalf more than once.

7 April 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

Claire and the team will be delighted to see your review, Linda. Thank you very much for taking the time to share it with us.

If you need us for anything or if you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

Used this company to draw a pension and…

Used this company to draw a pension and transfer it. I had a very good experience, everything was explained fully and so it was easy to understand and was handled very quickly and professionally. Would without a doubt use again.

12 March 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

Thank you for taking the time to leave us a review, Hannah. We are very pleased to hear that everything went well and that we were able to help with your pension.

If you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

You were brilliant with communication…

You were brilliant with communication with all parties involved with my pension. Put my mind at ease with the hole process.

25 March 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

It's fantastic to hear we were able to help, Terry. Thank you very much for taking the time to share your review with us.

The team will be thrilled to see your feedback.

If you have any further questions, please don’t hesitate to get in touch.

Rated 5 out of 5 stars

So helpful great advice easy Proses…

So helpful great advice easy Proses fast affishant

19 March 2026
SFL Wealth Management logo

Reply from SFL Wealth Management

It's great to see your review, Jeanette. We are very pleased to hear that we were able to help and that everything went well. The team will be thrilled.

If you have any further questions, please don’t hesitate to get in touch.

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