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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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.
Floor 4 Offices, Princess House - Princess Way, SA1 3LW, Swansea, United Kingdom
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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.

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Reply from SFL Wealth Management
Very helpful and knowledgeable, kept us informed along the way.

Reply from SFL Wealth Management
Really helpful people guided me all the way through. My pension queries would recommend them to anybody.

Reply from SFL Wealth Management
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

Reply from SFL Wealth Management
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

Reply from SFL Wealth Management
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.

Reply from SFL Wealth Management
Every telephone call was polite promt and helpful thank you for the help in making our experience easy

Reply from SFL Wealth Management
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!

Reply from SFL Wealth Management
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.

Reply from SFL Wealth Management
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.

Reply from SFL Wealth Management
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

Reply from SFL Wealth Management
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 🤞😊

Reply from SFL Wealth Management
They were very efficient and professional and very respectful and helpful
I would recommend them to anyone who was looking for a pension advisor

Reply from SFL Wealth Management
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 .

Reply from SFL Wealth Management
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.

Reply from SFL Wealth Management
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

Reply from SFL Wealth Management
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!!!

Reply from SFL Wealth Management
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.

Reply from SFL Wealth Management
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