Soyfur's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 9 )
£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 North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to invest.
How has Soyfur Rahman helped you?
To invest our funds and understand our pensions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We were uncertain about the pensions element of our investment so maybe spend more time on that part of our sessions.
Soyfur:
Thank you so much for your review, we really appreciate it. We’re so pleased to know our advice and service have been valuable to you, and we look forward to being by your side for many more years.Review
by a verified client in Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a few pensions and didn’t understand how to mange them and was not sure what the best option was.
How has Soyfur Rahman helped you?
Soyfur cut through all the jargon, identified the benefits of each pension and gave me some invaluable advice for the best way to proceed.
Have you seen the outcome you were hoping for?
Yes I sleep a little sounder at night knowing they are being looked after in a professional manner.
What could they have done better?
The service was perfect no improvement needed.
Soyfur:
Thank you so much for your kind words. I’m really pleased to hear that I was able to simplify the process and provide clear, valuable advice.It’s always our goal to provide the highest level of support and help you make confident decisions.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?
We had a small amount of money to invest
How has Soyfur Rahman helped you?
By advising and acting on our requests
Have you seen the outcome you were hoping for?
Not always but world events can have a negative effect but his actions have helped mitigate then sometimes.
What could they have done better?
Nothing that we can think of
Soyfur:
Thank you for your kind words. 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 come.Review
by a verified client in Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on pensions and retirement planning.
How has Soyfur Rahman helped you?
He has put in place a structured plan that will meet our retirement needs.
Have you seen the outcome you were hoping for?
Yes the outcome is as planned.
What could they have done better?
Nothing
Soyfur:
Thank you so much for your review, I really appreciate it. It's a pleasure helping you with your retirement planning. I know how important it is to keep you regularly updated as it helps you put your mind at rest.Review
by a verified client in North Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my pensions and needed advice on the best way to get the most out of my pension.
How has Soyfur Rahman helped you?
Soyfurs advice and guidance were just what I needed to secure my pensions in the right places for it to grow.
Have you seen the outcome you were hoping for?
Markets have been unstable but things are picking up now and I can see a upward trend in the coming years.
Soyfur:
Thank you for your kind words. It's been a pleasure helping you with your retirement planning, and I look forward to continuing to support you for many years ahead.