Soyfur Rahman

Soyfur Rahman

PenLife Associates - Chartered Financial Planners

Soyfur's reviews

Reviewed for

Insurance and Protection ( 5 )

Pensions ( 19 )

Retirement income (annuities, drawdown) ( 15 )

Investments and Savings ( 23 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 10 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 15 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 7 )

£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

11 days 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

Review

by a verified client in Yorkshire

23 days 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

a month 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.
Review

by a verified client in East Riding

a month ago

Overall

Service

Advice

Value

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

Sorting out multiple historical pension funds

How has Soyfur Rahman helped you?

Continued support and advice going foreward, Soyfur was not my initial advisor at Penlife

Have you seen the outcome you were hoping for?

Broadly speaking yes

What could they have done better?

Charged less

Soyfur:

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.
First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Soyfur

Finally got my head around my NHS pension with the help of Soyfur. He is welcoming knowledgeable. I will definitely use his services again.

Soyfur:

Thank you so much for your kind review, I really apperciat it. I'm glad I had the opportunity to review the different sections of the NHS pension schemes with you and explain the rules that apply to each one. Please do feel free to get in touch if you ever need any assistance in the future. We’re always here to help.