SFL Wealth Management Bewertungen 147

TrustScore 5 von 5

4,8

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

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 t... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

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!

Unternehmen hat geantwortet

Bewertet mit 4 von 5 Sternen

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 makin... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

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

Unternehmen hat geantwortet

Unternehmensdetails

  1. Finanzberater

Vom Unternehmen geschrieben

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.


Kontaktinformationen

4,8

Hervorragend

TrustScore 5 von 5

147 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Hat 100 % seiner negativen Bewertungen beantwortet

Antwortet meist innerhalb von 1 Woche

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Bewertet mit 5 von 5 Sternen

My pension transfer,,,You have a great…

My pension transfer,,,You have a great team and should be proud of yourselves I found the ladies in the office so helpful and friendly keep up the good work also many thanks to Paul Golding for your expertise

2. Oktober 2024
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Antwort von SFL Wealth Management

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

Bewertet mit 5 von 5 Sternen

Excellent service

Excellent service
Would recommend to anyone

24. September 2024
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Antwort von SFL Wealth Management

We are delighted to hear your review and recommendation, Dominic. Thank you very much for leaving them for us. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Pension transfer information phone call set the…

Just information phone call set the wheels in motion. Minimum fuss and 7 weeks later my pension is sorted.

24. September 2024
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Antwort von SFL Wealth Management

We are pleased to have been able to help, George. 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.

Bewertet mit 5 von 5 Sternen

Tony *****

Tony was excellent in making sure that I understood all my options, everything was discussed fully before I had to make any decisions.

10. September 2024
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Antwort von SFL Wealth Management

Tony will be delighted to see your review, Carol. Thank you for leaving it for us. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Very professional and helpful staff…

Very professional and helpful staff especially Clare. Fantastic customer service and always available and willing to help and explain. Would recommend.

6. September 2024
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Antwort von SFL Wealth Management

That's fantastic to hear, Lucy. Clare will be thrilled to read your review. Thank you very much for taking the time to share it with us. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

What to do with your pension pot.

I had reasonable pension pot that had to be taken out one way or another. It was recommended to me to have a financial advisor give me some idea of what I was facing. I think I found SFL online and decided to give them a ring. From that point on, it was so easy to follow their advice and to talk to really friendly people that new their business. It was just a case of filling in a couple of forms and leaving the rest to SFL. Marvellous.

2. September 2024
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Antwort von SFL Wealth Management

We are delighted to see your review, Frederick. Our team will be thrilled to read your comments. Thank you for taking the time to share them with us. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Great professional customer service

The whole experience from start to finish the professional customer service team made my
Experience even more enjoyable. Totally worth using the company for future business.

4. September 2024
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Antwort von SFL Wealth Management

That's fantastic to hear, Mark. Thank you so much for taking the time to share your experience with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Very efficient

Very efficient, discovered another pension I didn't even know I had !Clearly explained the process and helped me make what I believe was the best choice for me and my future.

2. September 2024
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Antwort von SFL Wealth Management

Thank you very much for sharing your review with us, Douglas. We are very happy to see it and are glad to have been able to help. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

My experience with SFL from start to…

My experience with SFL from start to finish was reassuring extremely polite and very efficient. Thank you.

2. August 2024
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Antwort von SFL Wealth Management

That's fantastic to hear, Mark. Thank you very much for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 4 von 5 Sternen

Friendly and professional recommended

Friendly and professional recommended
Did have to chase a bit once sort fast on payment

2. August 2024
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Antwort von SFL Wealth Management

We are delighted to hear you would recommend us, Andrew. Thank you very much for sharing your review with us. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Thanks to SFL Wealth I was able to sort…

Thanks to SFL Wealth I was able to sort out a tricky pension sharing order. They went above and beyond to get it sorted for me. Thank you so much. I recommend them highly

24. Juli 2024
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Antwort von SFL Wealth Management

We are pleased to hear we were able to help, Gemma. Thank you for taking the time to share your review with us. It's great to see. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Appointment went well with my adviser

Appointment went well with my adviser. Very polite and good information. The customer service team were great. I could ring them anytime for updates. Very happy! Thank you, guys

7. Juni 2024
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Antwort von SFL Wealth Management

Thank you very much, Rebecca. We are very pleased to hear everything went well and will pass your review on to the team, they will be very happy to hear it. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Excellent Service.

Very helpful advice that was personalised to my needs. Very fast service. Highly recommended.

11. Juli 2024
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Antwort von SFL Wealth Management

It's fantastic to hear you would recommend us, Jorders. Thank you very much. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Nothing was too much bother

Nothing was too much bother, always kept me in the loop with different stages from beginning to end.

21. Juni 2024
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Antwort von SFL Wealth Management

Thank you for your review, Jackie. We are very pleased to hear we were able to help and you were happy with the service. If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 1 von 5 Sternen

Initial dealings with Tony Stevens were…decent and insightful

Initial dealings with Tony Stevens were pleasant. Got updates on progress with my pension merger. Then nothing. Was promised a call back but no call made. I then emailed him for an update in case there was an illness or private issue but no reply again.
Will no longer consider using SFL in future.

Update :- I have now read the reply from SFL and to say I'm incredulous at the downright lies is an understatement. Tony was on holiday when I sent my initial email that's correct. However I got a reply from Tony the Monday of his return explaining this. He asked when i was free and I replied saying anytime after 4.30pm. I never received a call from Tony as promised. I then sent a further email asking for an update as it was possible he may have been ill or had personal issues to deal with etc. No response to that email either and that was why I made the complaint. Richard Angliss, a director, did call me on Friday 12th July but I was with friends socialising. We did briedly exchange points of view and he was going to call me on the Monday to discuss in more detail. That call never happened.
So since you wish to lie and misrepresent the facts basically belittling me publicly I will now raise a formal complaint to the FCA.

3. April 2024
Bewertung ohne vorherige Einladung
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Antwort von SFL Wealth Management

Thank you for leaving us your comments, David. We welcome feedback from all our customers so that we may improve our service. As such, your input is very important to us. We took the time to review your correspondence with Tony. Regrettably, he was on annual leave when you tried to contact him, but he followed up with you regarding your queries upon his return. Our director has since contacted you to explain and attempt to resolve the issue.

Kind Regards SFL Wealth Management

Bewertet mit 5 von 5 Sternen

Pension Transfer

Good service, trustworthy company to deal with as it’s all online. Nigel Ogden Financial Advisor was very pleasant and knowledgeable. Claire Rabey in the office pleasant and helpful. Would recommend SFL Wealth Management.

25. Juni 2024
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Antwort von SFL Wealth Management

That's fantastic to hear, Dennis. We are delighted to hear you would recommend us and that you were happy with the service. Claire and Nigel will be very happy! If you have any questions or queries, please don't hesitate to contact us.

Bewertet mit 5 von 5 Sternen

Excellent Customer Service

Tayla has gone above and beyond to help with my Pension transfer, she has been super helpful and stayed in contact right up to the closure. I can not rate her highly enough.

11. Juni 2024
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Antwort von SFL Wealth Management

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

Bewertet mit 5 von 5 Sternen

Very helpful made it a simple as…

Very helpful made it a simple as possible was kept up to date phone always answered

10. Juni 2024
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Antwort von SFL Wealth Management

Thank you very much, Mr Monk. We are very pleased to have been able to help. If you have any questions or queries, please don't hesitate to contact us.

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