SFL Wealth Management

Independent Financial Adviser  Floor 8 Offices, Princess House, Swansea, SA1 3LW
First meeting at adviser's own cost
Is your pension working for you? Talk to one of our expert advisers today about how we can get you pension working for you. 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. Talk to us today, you're under no obligation and the advice we can offer will make sure you and your pension are on the right track. SFL Wealth Management, helping you, find, understand and improve your pension & retirement.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Investing for income
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Nigel Ogden
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Anna Payne
Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Tony Stevens
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

An SFL Wealth Management adviser can arrange an appointment in the comfort of your own home, by either visiting you or by discussing your requirements over the telephone. You're more than welcome to pop into our offices too, we want you to be at ease whichever you decide.

Our services

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. Our friendly advisers are highly qualified with over 30 years experience.

Where to find us
Head office address: Floor 8 Offices, Princess House, Princess Way, Swansea, SA1 3LW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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