Soyfur Rahman

Soyfur Rahman

PenLife Associates - Chartered Financial Planners

Soyfur's reviews

Reviewed for

Insurance and Protection ( 5 )

Pensions ( 15 )

Retirement income (annuities, drawdown) ( 13 )

Investments and Savings ( 21 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 9 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 12 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 6 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

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

First impression

by a VouchedFor user

12 days ago

Overall

Please provide a brief comment about your experience with Soyfur

Soyfur was incredibly kind, friendly and helpful and I would have no hesitation in seeking his expert help again if the need ever arises.

Soyfur:

Thank you ever so much for your kind review, I really appreciate it. It was a pleasure discussing your options and long-term plans with you. I’m glad we had the opportunity to speak. Please do feel free to get in touch if you ever need any assistance in the future. We’re always here to help.
Review

by a verified client in North Yorkshire

2 months ago

Overall

Advice

Service

Value

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

left some money

How has Soyfur Rahman helped you?

where to invest

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Soyfur:

I appreciate 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 West Yorkshire

5 months ago

Overall

Advice

Service

Value

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

Work pension related requests.

How has Soyfur Rahman helped you?

Kept us up to date with our pensions/saving related to our life situation.

Have you seen the outcome you were hoping for?

the market has not been very good the last few years but this is a world wide situation. But our investments are long term so slowly our investments are showing promising.

What could they have done better?

Not sure, anything could have been done better.

Soyfur:

Thank you so much for your review, I really appreciate it. It’s been a pleasure working with you, and I understand how important it is for you to have your finances regularly reviewed, as it provides peace of mind. I look forward to continuing to support you for many more years to come. Best Wishes Soyfur
Review

by a verified client in North Yorkshire

5 months ago

Overall

Advice

Service

Value

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

I became a widow in 2009 and needed advice with my financial situation and inheritance tax etc.

How has Soyfur Rahman helped you?

Soyfur helps me greatly with up to date reviews and good advice on my financial situation and he explains anything that I don’t quite understand. Therefore I am pleased to be able to ask him any questions and appreciate his helpfulness and advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing .

Soyfur:

Thank you so much for your kind review, I really appreciate it It's been a pleasure working with you, and we truly appreciate your trust in us. I am glad to have been able to assist you in your retirement planning, and I look forward to continuing to advise you in years to come. If you ever need anything, please don’t hesitate to reach out Best Wishes Soyfur
First impression

by a VouchedFor user

5 months ago

Overall

Please provide a brief comment about your experience with Soyfur

We have always had good service and good advice from Soyfur.