Sure Financial Avis 

233
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Most times we tend to be busy with work and parenting etc, that we forget to check on our insurances. This was an exciting reality check and discussion on the package I have for any updates or changes... Voir plus

Noté 5 sur 5 étoiles

I had a review booked with James today. He was extremely well prepared and able to answer all my questions. He gave me sound practical advice and wasn't trying to push new products on me. He made su... Voir plus

Noté 5 sur 5 étoiles

Hi I contacted orla from sure financial because I was having trouble drawing down some pensions early, orla took over everything made the process very easy kept me informed every step of the way she... Voir plus

Noté 5 sur 5 étoiles

We are very happy with the service and advice we received. Danny Coad took the time to sit with us, understand our unique position, and talk through what we actually needed. What we appreciated most w... Voir plus

À propos de l'entreprise

  1. Planificateur financier
  2. Conseiller financier
  3. Assurance de protection des revenus
  4. Société d'investissement
  5. Compagnie d'assurance vie
  6. Bureau de retraite

Écrit par l'entreprise

Award Winning Financial Advisors for SME's. Our services are built on three pillars: - Business Owner Benefits - Keyman Benefits - Workforce Benefits. Winners of Broker Ireland's Broker Expert Award in 2023, 2024 & 2025.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

233 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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A répondu à 100 % de ses avis négatifs

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4,9

Tous les avis

(233)

97 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Pension transfer

Recently used SURE financial on a pension transfer and Claudia assisted me through the documentation to the transfer of funds and was very professional and helpful. She constantly kept me up to date and her knowledge of the process was excellent. I would highly recommend using SURE financial for anyone cautious on who to use.

17 décembre 2024
Noté 5 sur 5 étoiles

Best service!!

I wanted to cash in part of a pension from my former job but got nowhere actually talking to the ex-job itself. Considering I was a pretty good employee there, they were rude and not forthcoming about how to go about doing ANYthing with my pension- they just ignored me. Then I went to sure.ie for assistance and Orla was absolutely amazing! She did all the legwork for me and finally got me what I needed as well as advised me how to reinvest the remainder of the pension as I only needed a portion. Although it does take some time to actually receive the funds, the process was pretty painless. I’m glad they were there to help me because if I suddenly died, my husband would have no idea what to do or how to claim what would be my memory. I would recommend sure.ie (especially Orla) for any and all queries regarding pensions. Thanks Orla!!

12 décembre 2024
Noté 5 sur 5 étoiles

Fantastic service.

Fantastic service.
The staff are brilliant I had an amazing experience.
Orla was looking after me couldn't of been more helpful.
Definitely worth just having a chat to see what solutions they can find for you.
Will definitely be back again

Declan Hogan

6 décembre 2024
Noté 5 sur 5 étoiles

Claudia was an absolute gem

Claudia was an absolute gem! She helped me out and went the extra mile time and time again! As my dealings with Zurich were a true disgrace, I was lucky to have Claudia in my favour. Sure took it upon themselves to fix an issue that was completely in Zurich’s hands. I would advise anyone who values their privacy and security to avoid Zurich.

Claudia did everything in her power to help me out and I could not have imagined anyone to have been so helpful and supportive.

26 novembre 2024
Noté 5 sur 5 étoiles

Really helpful pension advice with Claudia

Claudia was really helpful in giving me advice regarding pensions. I had no idea how pensions worked and wanted to look into one, and she was so helpful in talking me through the importance of one of the benefit of having one. Thanks again Claudia!

11 novembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Great company to deal with!

I dealt with Alan and he was able to break things for me and ensured I was getting the best return for my money. Several years in and he reached out about moving my money as he had discovered a better return and this increased my investment even more. A great company who explain things in layman terms, this helped me so much. I recommend this company 100%

11 novembre 2024
Noté 5 sur 5 étoiles

Really happy with the advice i received…

Really happy with the advice i received from Orla at Sure. She explained everything in great detail for somebody who doesnt really know or understand pensions. I now have a better understanding and im glad i went to sure and have them looking after my pension. Orla was really prompt, professional and was able to answer all of my queries with great knowledge. Really happy with the decisions we made together. Would highly reccommend

30 octobre 2024
Noté 5 sur 5 étoiles

Successful Outcome !

Great result and successful outcome.
Claudia was fantastic. I am extremely grateful to her for her advice, guidance, and support. Claudia assisted me in sourcing an old pension plan. She always followed up promptly. She was professional, a pleasure to deal with. Thank you Claudia and Sure Financial. I would high recommend this company.

13 septembre 2024
Noté 5 sur 5 étoiles

Excellent service provided

Excellent service provided. All staff involved very friendly and helpful with any queries. Very prompt replies with my queries answered outside office hours also .

11 septembre 2024
Noté 5 sur 5 étoiles

Excellent service which

Excellent service which gave all the information necessary while keeping me fully informed and providing plenty of updates on how things were progressing

28 août 2024

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