Sure Financial Reviews 

233
TrustScore 5 uit 5

4,9

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijfsgegevens

  1. Financiële planner
  2. Financieel adviseur
  3. Inkomensbescherming verzekering
  4. Investeringsmaatschappij
  5. Tussenpersoon voor levensverzekeringen
  6. Pensioenbureau

Geschreven door het bedrijf

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.


Contactgegevens

4,9

Uitstekend

TrustScore 5 uit 5

233 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,9

Alle reviews

(233)

97 reviews in de afgelopen 12 maanden

Een review schrijven
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Beoordeeld met 5 van de 5 sterren

Helpful and Clear Auto-Enrolment Advice

We had a very useful meeting with Sure Financial about the upcoming auto-enrolment changes. The team explained everything clearly, answered all our questions, and made the next steps easy to understand. Highly recommended for any business preparing for the rollout.

5 juni 2025
Beoordeeld met 5 van de 5 sterren

Outstanding Service

I recently had the pleasure of working with Orla and I cannot recommend her highly enough, From the beginning Orla demonstrated exceptional professionalism, deep expertise and genuine care for my situation (lost pension for many years)
what stood out the most was Oral took the time to listen to my concerns thoroughly assess my situation, even though there was some discrepancy with my name at the time of starting my pension plan in the year of 2002, Orla went far and beyond and managed to locate my lost pension, and thereafter Orla's ability to explain my options in a clear and understandable way and provide tailored recommendations that perfectly suited my financial goals was exceptional, Orla was incredibly responsive, patient and detailed oriented throughout the entire process,
If you are looking for a trustworthy, knowledgeable and customer focused financial broker I wholeheartedly recommend Sure Financial, I'm truly grateful for their outstanding service.

Side note for the boss please consider giving Orla pay increase for her excellent service

Johny Gewarges

27 mei 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Excellent experience

We attended an excellent information session on Auto Enrolment hosted by Sure recently.
It was really informative and helpful to us as a small business and gave us great insights and ideas.
The team at Sure were professional, friendly and well-informed and we will certainly be following up with one of the packages they have on offer.
Thanks for a great experience.

21 mei 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Extremely Professional

I just attended a seminar with Sure Financial on auto enrolment, and I have to say the whole team were exceptionally well informed and professional. Really enjoyed the seminar, and will absolutely be dealing with you in the near future.

21 mei 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Recovery of lost pension

I contacted this company about a pension that I had been paying into and had forgotten about for nearly twenty years! I was lucky enough to have Orla call me and although I didn’t have a whole lot of information for her to work with, she got on the case and managed to track it down! She was so easy to work with and was extremely thorough in finding me the best plan in moving forward! I would have no hesitation in recommending Sure.. and Orla in particular for any of your financial needs!

15 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Pension advice

I would highly recommend, Orla delivered an exceptional customer service, financial advice and professionalism resulting in a very positive experience and outcome for me.

15 april 2025
Beoordeeld met 5 van de 5 sterren

I contacted the company & Claudia…

I contacted the company & Claudia replied. She listened to my request & acted immediately. I must say Claudia is superb at her job, professional, efficient, diligent & is a great advocate for her clients. I would strongly recommend Sure to my family & friends. Very satisfied customer.

10 april 2025
Beoordeeld met 5 van de 5 sterren

Excellent end to end service

We were given detailed, thorough advice to make sure we were choosing the correct cover for our family. Orla went above and beyond to put us at ease and was thoughtful and considerate in the sound financial advice she was providing. I couldn't recommend her enough. Not only does she know her stuff but she considers your individual and family needs so provides a tailored bespoke service.

21 maart 2025
Beoordeeld met 5 van de 5 sterren

So professional.

I dealt almost 100% with Claudia from Sure Financial and I honestly can’t thank her enough. The amount of work Claudia did for me. Between finding old pensions for me and sorting out everything for the process of moving my pension to a different company, I literally did almost nothing and Claudia had everything sorted. THE MOST professional person I’ve ever dealt with and so unbelievably helpful. I literally cannot thank Sure financial and especially Claudia enough, absolute legend of a woman. Sean.

30 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

This is a great service

This is a great service. Claudia was very helpful and gave me great advice. She gave me feedback through every step of the process and although the outcome wasn't what I was hoping for I am glad I used this company check my pension fund. Highly recommended.

17 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 september 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

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 januari 2025
Beoordeeld met 5 van de 5 sterren

I dealt with Órla

I dealt with Órla, from the beginning she could not have been more accommodating and helpful. Brilliant experience

3 januari 2025

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