Reviewed for

Insurance and Protection ( 5 )

Pensions ( 9 )

Retirement income (annuities, drawdown) ( 8 )

Investments and Savings ( 15 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 6 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 7 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 2 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Required specialist help in putting together a plan for retirement and general savings. Needed advise of where to put money for later life.

How has Soyfur Rahman helped you?

Soyfur has been our advisor now for 2years and has advised my wife and I with our retirement plans.

Have you seen the outcome you were hoping for?

Yes helped and arranged our early retirement plans which is on going.

What could they have done better?

Nothing really, everything seems to be progressing nicely.

Soyfur's reply

Thank you so much for your review, we really appreciate it. I am really pleased we have been able to help you on your transition into retirement and you have found our services so valuable and reassuring. Regards Soyfur

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To make best use of our savings

How has Soyfur Rahman helped you?

Made best use of our pensions

Have you seen the outcome you were hoping for?

Not as yet , only been with your business for 6 months or so

What could they have done better?

All good

Soyfur's reply

Thank you so much for your review, I really appreciate it. I know how important it is for you to ensure your finances are reviewed on a regular basis as it helps put your mind at rest. I look forward to helping you for many more years to come. Regards Soyfur

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Soyfur

Soyfur was extremely helpful during my pension review. He immediately put me at ease and I felt extremely comfortable talking to him. We went through my options and he explained everything clearly to me. Although, PenLife wasn't a suitable option for me, I didn't feel like I had wasted his time. I highly recommend PenLife and Soyfur, their values strongly align with mine and I have already sign posted the organisation and Soyfur to friends and colleagues.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I wanted professional help with my portfolio

How has Soyfur Rahman helped you?

He has handled my investments professionally

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think so

Soyfur's reply

Hi Martin Thank you so much for your review. It’s great that you have valued our advice and service so highly and we look forward to helping you for many more years to come. Regards Soyfur

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

My mum has been a client of Pen-Life for more than 25 years. Now, as attorneys for my mum, due to change in ownership of Pen-Life, her adviser is no longer part of Pen-Life, so we were introduced to Soyfur Rahman.

How has Soyfur Rahman helped you?

Soyfur has totally reviewed mum's portfolio, both within Pen-Life and outside, to ensure she is getting the best return on her investments, to provide income for her long-term care; whilst being aware of her inheritance tax position. As a result of Soyfur's review, he identified a previously paid-up care insurance plan, which we had not been aware of and he has proposed a strategy going forward which he has helped us to understand very clearly.

Have you seen the outcome you were hoping for?

We have now successfully claimed under the care insurance plan, which has halved the monthly income drawdown needed from the investments. This was unexpected good news and without Soyfur's detailed financial analysis, we would not have known. As a result, we no longer need to immediately drawdown from the investment to pay for mum's care and can, therefore, look at a different strategy for investment of her portfolio. Although it is early days of our relationship with Soyfur, we get on really well, feel in safe hands and he engages well with us re actions and next steps.

What could they have done better?

Nothing !

Soyfur's reply

Hi Gill Thank you so much for your review, we really appreciate it. It's a pleasure helping you and the other Attorneys. I am really pleased we have been able to help you and that you have found our advice and service so beneficial. I look forward to helping you for many more years to come. Best Wishes Soyfur

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

My husband had Penlife as his financial advisor so after he died 23 years ago I became their client.

How has Soyfur Rahman helped you?

Soyfur Rahman has helped me by working through all my finances and advising me to make LPAs, making me feel secure in the future in my old age.

Have you seen the outcome you were hoping for?

Yes, I feel confident that Soyfur listened to my concerns, and understood my family background so my finances are secure.

What could they have done better?

Nothing!

Soyfur's reply

Hi Elizabeth What a lovely review, thank you so much. It’s great that you have valued our advice and service so highly and we look forward to helping you for many more years to come. Kind Regards Soyfur

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

8 years ago my husband needed financial advic e & Pen Life were recommended. I went with him so we could discuss both our options.

How has Soyfur Rahman helped you?

He has visited us at home & done a full financial review. He has reassured us about inheritance tax & made suggestions about our savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Soyfur's reply

Hi Yvonne and Martin What a lovely review, thank you so much. It’s great that you have valued our advice and service so highly and we look forward to helping you for many more years to come. Regards Soyfur

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I had a pension pot and was looking for advice

How has Soyfur Rahman helped you?

Given advice on inheritance tax etc

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

All is OK at the moment

Soyfur's reply

Hello Martin and Yvonne Thank you so much for your review, we really appreciate it. It’s a pleasure helping you both. I know how important it is to keep you regularly updated as it helps put your mind at rest. Regards Soyfur

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

Soyfur took over account from Andrew who we worked with for several years. Consolidation of Investments.

How has Soyfur Rahman helped you?

Pointed out "unmanaged" investments and brought under your team. Discussed our situation and introduced himself. Gave us confidence in his advice.

Have you seen the outcome you were hoping for?

We will have to wait to let movements settle down and assess returns before giving a definitive answer.

What could they have done better?

We have been customers for several years and always had support/advice as appropriate.

Soyfur's reply

Hi Graham Thank you so much for your review, we really appreciate it. It’s great that you have valued our advice and service and we look forward to helping you for many more years to come. I know how important it is to keep you regularly updated as it helps put your mind at rest. Regards Soyfur

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To invest an amount of money safely

How has Soyfur Rahman helped you?

Soyfur has continued the good work of our previous advisor who retired

Have you seen the outcome you were hoping for?

Even with the markets being quite volatile our fund are reasonably stable

What could they have done better?

Nothing

Soyfur's reply

Hi Ray Thank you so much for your review, we really appreciate it. It’s a pleasure helping you both. I know how important it is to keep you regularly updated as it helps put your mind at rest.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Help to invest a certain amount of money.

How has Soyfur Rahman helped you?

Soyfur took over my account when my previous advisor retired. And he has continued to be very helpful.

Have you seen the outcome you were hoping for?

Yes I have. Even when the markets have been unstable.

What could they have done better?

Nothing could have been done any better than it already has.

Soyfur's reply

Hi Jaqui Thank you so much for your review, we really appreciate it. It’s a pleasure helping you both. I know how important it is to keep you regularly updated as it helps put your mind at rest.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I came into some money.

How has Soyfur Rahman helped you?

Soyfur helped with reviewing what our aims for life are and if our investments will enable them.

Have you seen the outcome you were hoping for?

Yes

Soyfur's reply

Thank you so much for your review, we really appreciate it. It’s a pleasure helping you both. I know how important it is to keep you regularly updated as it helps put your mind at rest.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I had some money that needed investing.

How has Soyfur Rahman helped you?

Soyfur explained to me what options are available for what I wish to do in my future.

Have you seen the outcome you were hoping for?

Yes

Soyfur's reply

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.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Soyfur

My wife and I recently had a meeting with Soyfur regarding our personal finance. The appointment with with Soyfur very pleasent, totally professional and very friendly. We felt totally at ease and would highly recommend Soyfur and the firm to anyone needing financial advice.

Soyfur's reply

Hi Trevor Thank you for taking the time to leave a review on VouchedFor. It is greatly appreciated If I can be of any help in the future, please do not hesitate to get in touch Regards Soyfur

Review from verified client

August, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

Previous firm had given excellent returns over a couple of decades but had let the fund just "meander" and was losing money as no active involvement from fund manager.

How has Soyfur Rahman helped you?

He made us aware that, although previous history was good, the funds we (my wife and I) were in were not as relevant to us as we believed. He gave us a number of options that suited our profiles with no pressure to choose at all. He did a comprehensive review of our situation and an impressive understanding of precisely what we were looking for.

Have you seen the outcome you were hoping for?

Certainly!

What could they have done better?

Not much really as Covid restrictions applied but I would like to have a face to face meeting at some time just to say thanks for what he has done.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

Moved from another financial advisor

How has Soyfur Rahman helped you?

He understood what I had invested and according to my needs and and wishes advised me to amalgamate my varied investments under a single platform Which resulted in reduced fees

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Although the lockdown is unusual but I would have liked a proactive approach from him.

Soyfur's reply

Hi Yashpal I will ring you shortly to arrange a face to face meeting Thanks Soyfur

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

The uncertainty of the market.

How has Soyfur Rahman helped you?

He helped us to understand the market and to plan ahead with our investments for our retirement.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

I needed advice on setting up a new pension and transferring my pension over from previous employer with he objective of increasing the growth of my pension pot.

How has Soyfur Rahman helped you?

Soyfur was excellent in his approach and the advice he provided. Fully explained all options available to me in addition to pointing out the potential risks and opportunities. He kept in constant contact to advise on the progress of my pension transfer and set up and spent a great deal of time ensuring I was fully up to speed with progress on the products I signed up for.

Have you seen the outcome you were hoping for?

I am delighted with the outcome and would highly recommend Soyfur to anyone seeking financial planning advice.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Soyfur

I was looking for help to decide how best to maximise my holdings, Soyfur made the job of moving my funds into a better portfolio much easier fo r me and my wife.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

Poor returns from previous suppliers

How has Soyfur Rahman helped you?

comprehensive research and understanding of our needs

Have you seen the outcome you were hoping for?

Early days but looks OK

What could they have done better?

Covid-19 stopped our physical meeting but I look forward to meeting him soon to get the social niceties going.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I had an investment with a financial company that ceased trading.

How has Soyfur Rahman helped you?

He gave me advice on my pension scheme.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At the moment nothing.

Review from verified client

July, 2020

Overall

Service

Value

Advice

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I had just gone part time, taking my pension at the same time and needed to know where to invest.

How has Soyfur Rahman helped you?

He found us ethical ways of investing our money which after a drop due to Covid 19 has started to rise again.

Have you seen the outcome you were hoping for?

Our investment lost a bit due to the Covid outbreak but that was expected. The investments are starting to climb so all is good. Before the outbreak our investment was doing really well so it was what we were hoping for.

What could they have done better?

I think the only thing that could have been improved on was maybe a phone call as well as the letter we received to advise about our investment during the pandemic.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Needed better life insurance

How has Soyfur Rahman helped you?

Soyfur advised me on a more suitable insurance policy that I didn't know was available

Have you seen the outcome you were hoping for?

I feel happy and confident with the policy Soyfur has put in place for us and feel all areas were covered.

What could they have done better?

Soyfur was great during the set up of the policy and always returned my calls when I needed to talk to him. My only concern at the time was the length of time it took to set the policy up.