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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Simon Carter
United Kingdom | 21 October 2024

We have been using Burfield Financial Planning for ten years and have been very happy with the service and advice we have been given.

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Matthew Tooley
United Kingdom | 17 October 2024

I have been a Burfield client for many years. They have assisted wonderfully with my pension and investment needs as I transitioned from employment into retirement. Ashley Clark always goes the extra mile, providing a detailed analysis of my finances, and works 'outside the box' in terms of market advice, and help with external products. Very friendly, and I would have no hesitation in recommending him and Burfield to any relation or friend.

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Ian Cowie
United Kingdom | 16 October 2024

All very professional and explained very well. Always hives honest and unbiased opinions. Never any hard selling just facts and figures for you to make your decisions.

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Kevin
United Kingdom | 11 October 2024

Always been helpful and friendly nothing is too much trouble always great advice and explained in a way that's easy to understand

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Guest
United Kingdom | 09 October 2024

Peter understands my plans and supports me with information and advice as well as updates on policies etc. It is important to have an ongoing relationship for the above reasons and to have a named advisor whom you can contact. The information provided and discussed in the review is important in helping me to have a clear picture and make informed decisions about the future.

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Mr John
United Kingdom | 01 October 2024

Great yearly review about my pension from David Parker who takes time to explain items in layman's terms.

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Robert Cox
United Kingdom | 27 September 2024

The staff at Burfield are polite considerate and caring , down to earth people with excellent advice. If you come off the tracks they will take the time and use all their energy to put you back on. Brilliant service.

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Rodney
United Kingdom | 27 September 2024

Been with Burfields for many years now and the service has always been excellent, I have no hesitation in recommending them to anyone who needs financial guidance..

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Peter morris
United Kingdom | 11 September 2024

Very prompt at answering questions/emails.

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Angela Brennan
United Kingdom | 09 September 2024

I feel very reassured after my annual reviews and everything is explained in a way that is relevant to me.

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K Whalley
United Kingdom | 07 September 2024

Clear and concise information with a personal touch

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Roderick Munro
United Kingdom | 22 August 2024

Great Listening. Understand the Client. Great advice. Well executed.

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Mr Alan
United Kingdom | 07 August 2024

Year on year brilliant service provided by Peter Jenkins. Review is carried out in a very professional and detailed manner. If I ever need to speak to Peter during the year he is always available

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Paul Read
United Kingdom | 30 July 2024

Burfield took the time to fully understand our financial position, consider our needs going forward and provide expert views in a straightforward manner on the options to consider. I cannot fault any of the advice they have offered us over an eight year period.

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JB
United Kingdom | 30 July 2024

I always feel that I receive personal and tailored advice and information. I completely trust that my investments are handled with my best interests at heart. I feel I can approach you at any time for honest sound advice, which is reassuring.

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Andrew King
United Kingdom | 29 July 2024

I signed up for a Pension Review with Pensions Advice UK. Page on their website: /free-pension-review/, title: Do you have £15,000 or more of Pension Savings? The page clearly states that you need £15000 or more to request a call back with an expert. One week later and nobody has contacted me. Upon calling them I was told I didn't have enough to qualify for a review with one of their experts. I explained that THEIR website clearly says anything above £15000 will qualify, she said "the website needs/is being updated". Thank you for wasting my time.

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Allan
United Kingdom | 17 July 2024

All information clear and concise, easy to understand. In and out in half an hour. Mt kind of review.

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Ms A
United Kingdom | 10 July 2024

Excellent service. They made things easy to understand and I felt they spoke with honesty and openess

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John Wright
United Kingdom | 09 July 2024

Clear, concise information and explanations provided by Ashley

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pam burgess
United Kingdom | 29 June 2024

as always Ashley was informative, was aware of my financial needs / wishes and able to explain things i was struggling to understand. First rate

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