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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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 deliv... Ver mais

Avaliado com 5 de um total de 5 estrelas

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 member... Ver mais

Avaliado com 5 de um total de 5 estrelas

I dealt with Danny Coad. Working with Danny has been a game-changer for my family's move to Ireland. Danny took the time to understand our South African financial background and tailored a plan that s... Ver mais

Avaliado com 5 de um total de 5 estrelas

Danny has been incredibly helpful and approachable throughout this entire process. I started with zero knowledge of investments, and he took the time to explain everthing clearly and patiently. Whenev... Ver mais

Detalhes da empresa

  1. Planejamento Financeiro

Escrito pela empresa

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.


Informações de contato

4,9

Excelente

O TrustScore é 5 de um total de 5

180 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Respondeu a 100% das avaliações negativas

Normalmente responde dentro de 24 horas

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

Lapsed pension policy

I had a Pension policy that had lapsed about 37 years ago. Having made a number of attempts to find what pension company now had the policy, i felt i was knocking my head off a brick wall.
I contacted Sure Financial who appointed a member of staff to take up my case. Despite a number of setbacks Claudia stuck to the task and came up with a fantastic result. Although it took a few months, it was worth waiting for. I only have the highest praise for this company for their diligence, communication and commitment to the task I set them.
A big thank you to Claudia and Sure Financial. 100% I'd recommend this company.
Eddie Byrne

2 de setembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Amazing company to help with tracking your pension & special thanks to Orla!

I contacted Sure Financial to track down my pension from over 20 years ago. Due to ill health I wanted to try and access it and get it sorted as soon as possible. Orla from Sure Financial was just amazing. She found my pension very quickly, took all the time-consuming form filling and paperwork and stress off my hands and just went way above and beyond for me, she really did. She was an absolute pleasure to deal with, extremely efficient and and also very empathetic to my situation. I don't know what I would have done without her help, I'm so happy I contacted them! Thank you Orla, so much, and also thanks to Standard Life for being really helpful too, they were very understanding. I would definitely recommend Sure Financial if you are looking for help with tracking down your pension.

8 de janeiro de 2025
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Really efficient service

Really efficient service.
I had two pensions from previous employers. Both were found and transferred to a fund that better suited me. I received good recommendations.

3 de janeiro de 2025
Avaliado com 5 de um total de 5 estrelas

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 de dezembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de dezembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de dezembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de novembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de novembro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

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 de novembro de 2024
Avaliado com 5 de um total de 5 estrelas

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 de outubro de 2024

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