Sure Financial Bewertungen 193

Great service

Recently I spoke with 2 staff from Sure and they we both very helpfull. I'll be working on my retirement plan very soon with Larry.

Good friendly helpful and precise

Danny was accommodating and full of information!
He had the patience to provide all the information one needs on multiple products we are looking at obtaining and was able to assist us not only with what we needed, but also supported us through each step with understanding and patience - I would deal with Danny every day if I could, and recommend his services to anyone in the future in need of his services, thanks Danny!

Larry took the time to listen to and understand our financial wishes and needs prior to retiring. He prepared detailed models illustrating future returns on our pension investments against expected expenditure. Larry made sure we understood what was being advised and the reasons for it. Overall we felt confident that the advice was sound and had our best interests at heart. I would recommend Larry to anyone approaching retirement who needs good advice and the multitude of options available explained in plain English.

I just had a call with Orla and the information she provided went beyond my expectations. She explained me everything clear, in detail and professional. I am definitely do business with this company.

I spoke with Kevin over the phone yesterday, he was extremely helpful throughout our conversation regarding my query. He took the time to explain everything clearly, answered all of my questions and made the whole process much easier to understand. I really appreciate his time and support.

Kevin was absolutely fantastic to deal with from start to finish! He went above and beyond to help me trace a pension from a previous job that I had completely lost track of years ago. Throughout the entire process, he kept me fully updated and made everything feel simple and stress-free.
My workplace has also been using the Sure Team Benefits package for the past couple of months, and we genuinely couldn’t have asked for a better staff benefits package. The onboarding process led by Kevin was seamless, efficient, and incredibly well handled.
Overall, an great experience - highly recommend

The lady I was dealing with (Orla) was extremely nice to talk to , answerd any question & explained everything fully.
An aboustly pleasure Orla thank you so so much.

From the very first phone call with Sure Financial Ltd, I felt so relieved knowing that they could track down my pension payments on my behalf, something which up to that point was a huge sense of frustration. In a world that is becoming more and more automated, it was so refreshing to still have that human connection. Their communication skills are second to none. I would highly recommend them.

Orla was very fast and efficient in tracing my pension and making sure that the transfer goes smoothly into different funds.
Pleasure to deal with!

Alan Murtagh was very helpful in giving me advice on my financial position and on my upcoming retirement. I found him to be patient, knowledgeable and I will be recommending him to other family members. He helped with some calculations and was able to explain my best options in a manner that was easy to understand.

I dealt with Orla Shore.
She was brilliant from the start, offering simple, easy to understand advice about my options for moving an old work pension from a job i left in 2015.
Her advice was delivered with zero pressure or "sales pitch" style ultimatums at the end, I would highly recommend her services.

I received excellent and professional support from Danny. He truly takes the time to understand your needs and builds a portfolio tailored to them. Thank you, Danny—great job!”

Danny was amazing to deal with. He was incredibly patient and genuinely caring throughout the whole process. He took the time to make sure we fully understood exactly what we needed and what we were getting, explaining everything clearly along the way.

There was absolutely no rushing or pressure to make decisions. Danny made sure we were comfortable and fully informed before moving forward with anything.

It’s rare to come across such honest, supportive service these days. I would highly recommend Danny to anyone looking for someone who truly puts the customer first.

We have our profile with Danny and he is an absolute pleasure to deal with, always willing to go the extra mile and tailor everything to our needs. Highly recommend putting your trust and future and this companies hands.

Danny is great to deal with and provides honest and fair recommendations. Will recommend his services anytime.

I want to express my heartfelt thanks to Danny Coad for the incredible support he provided throughout my recent critical illness claim. From the very beginning, Danny was always available, keeping me fully updated on every step of the process. He proactively followed up with the insurance company to ensure progress and took the time to call me personally to explain every detail.

The claim process itself was surprisingly straightforward far easier than I expected. Many insurance companies can take weeks or months to respond, but thanks to Danny’s diligence, the case moved efficiently and smoothly. His professionalism, attention to detail and genuine care made a stressful situation much more manageable.

I highly recommend Danny for anyone seeking someone who goes above and beyond to ensure their clients are fully supported.

All the best
Amanda Rocha