Burfield Financial Planning

12 Cheshire Business Park, Cheshire Avenue, Lostock Gralam, CW9 7UA, Northwich, GB
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5.00
Based on 633 Reviews

5

94.63%

4

4.58%

3

0.32%

2

0.00%

1

0.47%
About Burfield Financial Planning

Burfield Financial Planning is a pension and retirement and investment specialists. Each adviser in the company has over 25 years’ experience in helping clients achieve their pension goals. Our team is at the heart of our business, and is committed to delivering an excellent customer experience for all our clients. We believe you have the right to expect value for money from us, and that is what we constantly strive to deliver.

Contact Info

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DB
United Kingdom | 18 February 2025

Burfield is a brilliant company do work with, our Advisor, Dave is incredibly knowledgeable, helpful and understanding. He is like part of the family.

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Mr Underwood
United Kingdom | 14 February 2025

Peter Jenkins reviewed the previous year for my investments, discussed any changes in circumstances, how they might impact on plans going forward and assessed whether my current investments remained suitable to meet my objectives - a thorough review. He also came up with further tax planning ideas which may well prove to save significant sums.

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SB
United Kingdom | 08 February 2025

Excellent communication throughout a frustrating experience with two large firms that Burfields were dealing with on my behalf…really appreciate their customer focus and support throughout - thankfully all sorted now and am extremely grateful to the Burfields team for their tenacity and keeping me updated - very refreshing, would highly recommend their services

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R.Montgomery
United Kingdom | 31 January 2025

Ashley explained my pension plan and told me of other products that were available he was thorough and professional as he has been since I started.

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Andrew
United Kingdom | 03 January 2025

I feel that my financial affairs are being expertly managed by Peter. He is also a really nice and friendly person along with his support team.

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JohnC
United Kingdom | 19 December 2024

Supportive and professional in all respects

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Mark Kemp
United Kingdom | 06 December 2024

Ashley is a genuine nice fella.

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Dyfed
United Kingdom | 29 November 2024

The personal & friendly service provided by Burfield is, in my opinion, extremely professional - I am confident that my investments are safe in their hands

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Paul
United Kingdom | 27 November 2024

Great communication from teh team at Burfield. Clear explanation provided makes the whole pensions process really easy to understand.

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Mark Davenport
United Kingdom | 26 November 2024

Comprehensive, no nonsense and actionable advice given.

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Patrick Toolis
United Kingdom | 25 November 2024

Burfield financial planning have for the past year provided me with a fantastic service. They are very approachable and always respond to questions in a timely manner.

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Raymond Bassett
United Kingdom | 23 November 2024

On time and knowledgeable

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Philip Holmstrom
United Kingdom | 19 November 2024

Helpful and efficient advice from Peter and the team once again.

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robert thompson
United Kingdom | 14 November 2024

Professional service as always.

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Dave
United Kingdom | 12 November 2024

I've just had my annual review. My Financial Advisor took the time to go through everything of relevance in detail, on both my Pension and the impact of recent political changes, and did so in a way that I could understand. He takes care to ensure that I am comfortable with the risks inherent in decisions and I'm very happy with how my fund is performing and how it meets my future retirement plans.

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kurt shingler
United Kingdom | 08 November 2024

great company with a great team, always on hand to help

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Lisa Brown
United Kingdom | 07 November 2024

Extremely helpful and clear advice on different pension options.

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Paul Elias
United Kingdom | 06 November 2024

I've been retired for almost 12 months but continue to leave my pension invested therefore it is vital my it continues to grow in order to provide the lifestyle we are accustomed to. Ashley Clark at Burfield undertakes an annual review to ensure my pension is fit for purpose. In addition Ashley has offered guidance relating to my ISA investments which are not handled by Burfield to which I'm extremely grateful.

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nicola
United Kingdom | 24 October 2024

I recently went for financial advice regarding my personal pension. I received a brilliant service from Ashley and other members of the team. Ashley went through the various options available to me. Once I had decided what I was doing with my pension the transfer process was very smooth and quick.

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Richard Greenfield
United Kingdom | 21 October 2024

Knowledgeable and friendly. Quick to action requests.

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