Soyfur's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 11 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for advise
How has Soyfur Rahman helped you?
He is always available
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Soyfur:
Thank you so much for your review, I really appreciate it. It’s great that you have valued our advice and service so highly and I look forward to helping you for many more years to comeReview
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to consolidate pensions and seek guidance.
How has Soyfur Rahman helped you?
Soyfur and Penlife had been looking after our finances for a number of years. He has given us advice and confidence. He is helping us plan as a family myself, my husband and my sons as their Children’s Trust Funds mature.
Have you seen the outcome you were hoping for?
Yes and are now working with him towards inheritance planning in a rapidly changing environment.
What could they have done better?
Nothing. We are very happy working with Penlife and Soyfur.
Soyfur:
Thank you for your kind review. It has been a pleasure supporting you and your family over the years. I am delighted that you have found our advice helpful and that it has given you confidence in your financial planning. Thank you again for your feedback and I look forward to continuing to help with your retirement planning and supporting you and your family for many years to come.Review
by a verified client in East Riding
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed someone to help look after our finances , especially after selling our business and more recently, retiring.
How has Soyfur Rahman helped you?
He explains financial matters very clearly and patiently!
Have you seen the outcome you were hoping for?
Yes; we believe so.
What could they have done better?
Honestly can’t think of anything.
Soyfur:
It’s been a pleasure helping you with your retirement planning, and we are pleased that our support has helped you work towards your financial goals. Thank you again for your feedback, and I look forward to helping you for many more years to come.Review
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was unhappy with the company I was using and wanted a more personal service. Penlife was recommended to me by a friend and work colleague
How has Soyfur Rahman helped you?
Soyfur is very friendly and professional. He immediately made me feel that I am important to Penlife as a client. I believe they work hard to help you reach your goals
Have you seen the outcome you were hoping for?
My pension has been managed well and Im very pleased with its performance
What could they have done better?
I receive regular updates about market trends and Penlife work hard to manage their clients finances.
Soyfur:
Thank you for your kind review. We are delighted to hear that you found our service both friendly and professional, and that you felt valued as a client. Helping my clients work towards their financial goals is at the heart of what I do, so your feedback means a great deal. I look forward to continuing to support you for many years to come.Review
by a verified client in Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Penlife for over 10 years and I have always felt their advice to be tailored to my needs
How has Soyfur Rahman helped you?
Soyfur has helped particularly with advice on how to help our children financially
Have you seen the outcome you were hoping for?
Yes we have been able to donate money to them to enable them to relieve some of the pressures of raising a family.
What could they have done better?
Nothing really everything is working very well. Investments and Pensions are all running on track and to expectations
Soyfur:
Thank you for taking the time to leave such a positive review. We are delighted that our advice and service have met your expectations and added value to your financial planning. It’s a privilege to work with you, and I look forward to supporting you on your journey for many years ahead.