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Coronavirus (COVID-19) Update.
Let SFL Wealth Management
Take Care Of It
Let SFL Wealth Management
Take Care Of It

Our advisers and customer care team are all safely working remotely to ensure sure our customers are looked after and have access to our first-class services if you need anything please contact us through our normal lines of communication.

Is Your Pension Working
For You!
Is Your Pension Working
For You!
Is Your Pension Working
For You?

Talk to one of our advisers today about
how we can get your pension working for you

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Impartial Advice

SFL Wealth Management’s primary focus is the best interest of our customers. That’s why we work with recognised and trusted providers.

Providers

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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.

Retirement is something that we all eventually deserve but whether it comes with a smile is down to the performance of the pension over a number of years. The time to think about retirement is many years before it approaches, as the years leading up to retirement can prove crucial in terms of delivering the income you require. There are many different pension options available to you and at SFL Wealth Management we will provide you with and educate you on all the choices you have.

What SFL Wealth Do Best

Understanding You

By gathering information from you, we get to know what previsions you have in place already that you can utilise.

Implementation

Once ”your plan” has been discussed and agreed, we take care of all the necessary documentation and checks.

Planning

We’ll explore and research various scenarios and options that will reveal how best to utilise your existing provisions.

Review

We believe all our clients benefit from a review of their circumstances, with the style and frequency decided by you.

Trusted, Regulated & Approved

FCA Authorised

Stephen Doyle

Stephen Doyle

Stephen has over 34 years’ experience working in the Financial Services. Starting his career
Anna Payne

Anna Payne

Anna has over 35 years’ experience working in the Financial Services. Starting her career
Nigel Ogden

Nigel Ogden

Nigel has 37 years experience as a Financial Adviser within the Financial Services industry,

Meet Our Advisers

Our advisers each have over thirty years experience in the financial sector and are all highly qualified, friendly and family oriented. You can have confidence that when talking with our team they have your best interests at heart.

How We Work

About Us

Find out what our ethos and priorities are as a company.

About Us

Find out what our ethos and priorities are as a company.

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How The Process Works

Take a look at the different steps of the process.

How The Process Works

Take a look at the different steps of the process.

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Why Review?

Have a look at the benefits of taking a pension review with us.

Why Review?

Have a look at the benefits of taking a pension review with us.

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What Are My Options

When it comes to our retirement, peace of mind is paramount.

What Are My Options

When it comes to our retirement, peace of mind is paramount.

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Pension Brochure

Take a look at or download our online pension brochure

Pension Brochure

Take a look at or download our online pension brochure

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Contact Us

Get in touch with SFL Wealth Management

Contact Us

Get in touch with SFL Wealth Management

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Request
a call back

Whatever types of questions you have, feel free to get in touch with us!

Here at SFL Wealth Management we take your privacy seriously. Details of how we handle your personal information can be found in our Data Privacy Notice.