Sure Financial Reviews 133

I was recently referred to Sure Financial for specific pensions advice. I was very satisfied with the advice and guidance I received from Alan Murtagh, and his team. They were thoughtful and considered with financial advice and very efficient with follow through. Just what I needed as I navigated next steps and I appreciated their expertise and professionalism. Five Stars.
Practising Solicitor

Date of experience: June 23, 2025

Orla make my experience fantastic.
She was so professional and explained everything to me. It was absolute pleasure to meet her and deal with her. Couldn't recommend her and her company enough.
Thank you again

Date of experience: June 13, 2025

Very professional and prompt responses. Thank you Claudia & team!

Date of experience: June 11, 2025

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.

Date of experience: June 05, 2025

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

Date of experience: May 27, 2025

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.

Date of experience: May 21, 2025

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.

Date of experience: May 21, 2025

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!

Date of experience: January 15, 2025

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

Date of experience: April 15, 2025

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.

Date of experience: April 10, 2025

Process was clearly outlined from the beginning and communication was frequent and appropriate. Special thanks to Orla Shore for making this a simple experience for me.

Date of experience: April 02, 2025

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.

Date of experience: March 21, 2025

The representative I dealt with is Claudia Darcy and I couldn't recommend her highly enough. She was so helpful from beginning to end in the process. I was kept updated the whole way through and made the whole process effortless. Fantastic service.

Date of experience: March 27, 2025

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.

Date of experience: January 30, 2025

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.

Date of experience: February 17, 2025

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

Date of experience: September 02, 2024

Professional, complete and comprehensive information provided. Excellent service.

Date of experience: February 28, 2025

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.

Date of experience: January 08, 2025

Super helpful. Ora made a tricky task easy for me. Much appreciated

Date of experience: January 21, 2025

Quick response time to my initial enquiry Orla was a great help in explaining the process and returning emails very polite and friendly

Date of experience: January 17, 2025