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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Andy Horstead
United Kingdom | 08 December 2017

Burfield Financial Planning proved to be a very helpful team. This included the initial introduction through to the completion of my transfer. Chris explained all of the facts in simple terms making sure that I felt at ease and afforded the necessary time to make my own informed decisions. I am now looking forward to working with the team in building a profitable future.

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Susan Mort
United Kingdom | 07 December 2017

Brilliant service, friendly staff.

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Sandra Gill
United Kingdom | 04 December 2017

Fantastic service very quick and efficient kept me up to date with calls and emails

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Chris Collier
United Kingdom | 03 December 2017

good honest advice helpful knowlegeable staff

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Terence Newman
United Kingdom | 01 December 2017

Great company, they take the time to explain everything in full and if you have any questions they will answer them, will call you when they say they will and keep you up to date with all your financial matters. I would not hesitate to recommend this company.

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anne agass
United Kingdom | 30 November 2017

My husband and I received excellent advice regarding how to invest our money. Everything was explained thoroughly and we are very happy with the service given. We wouldn't hesitate to recommend Burfield Financial Planning.

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cliff gruszczak
United Kingdom | 30 November 2017

Excellent service Having had little experience of pensions, I am pleased to say that Burfield Financial services offered great advice that was clear to understand. They kept me informed with every step of switching my pension plan. The risk rating questions were a good tool to use. I will recommend them to anyone in future. Cliff Gruszczak

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Jacqueline Lawes
United Kingdom | 30 November 2017

Everything was explained so as I understood everything. A daunting task was done in a Swift/smooth transaction with all the help and advice I needed. Would not hesitate in recommending Burfield Financial Planning to anyone.

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Martin Fahey
United Kingdom | 30 November 2017

I can honestly say the level of professionalism and communication from Burfield Financial Planning at every step of the process of consolidating my pensions into a single manged fund has been outstanding. When my existing pension providers were dragging their feet in transferring funds across Burfield were in constant contact keeping me up to speed with the process which provided me piece of mind as funds were being transferred. I have and would recommend their services to anyone reviewing their pension and investment options. This is my first and maybe only TRUSTPILOT review but I feel their level of service warrants the time to both thank and recommend them.

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JM
United Kingdom | 30 November 2017

Simple process from start to finish would have no hesitation in recommending to friends and family.

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David
United Kingdom | 30 November 2017

i have had a very proffesional and friendly service from start to finiish even after finalising my pension they checked and double checked i was satisfied and happy with the service

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Andrew Brown
United Kingdom | 30 November 2017

Sound advice. No nonsense and straighforward service. Ian Daltrey and Chris Dando used no jargon and the pension transfer was smooth. I intend to use them for our financial planning and retirement planning and would definitely recommend Burfield to other people looking for advice.

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Tony C
United Kingdom | 29 November 2017

I talked to a couple of IFAs about my pension and then went with Burfield as their advice on drawdown and inheritance planning was the most detailed and gave me more options for funds over the the lifetime allowance

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David Benn
United Kingdom | 29 November 2017

Staff very helpful from beginning to end

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K Lee
United Kingdom | 28 November 2017

I am very pleased with my experience with Burfield Financial. I transferred a small pension and was nervous with all the stories you hear of late but i found Burfield to be very professional, extremely quick and efficient and also gave a very personal review of my circumstances and made their recommendation based on what was best for me. Would recomnend without hesitation took all the worry out of the pension options

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Liz Gray
United Kingdom | 28 November 2017

I have been so impressed with the way that Ian and his team have managed both my husband and mines finances. They have guided and supported us and not once have we felt any pressure to use them fully. We have recommended their service to friends and neighbours and I know that they too are really happy with the service they deliver. I feel safe knowing that my money and pension is safe. I will continue to recommend them.

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Paul
Spain | 25 November 2017

The help advice& service i have got from this company is second to none and could not be happier with the service help& guidance ive received & continued to get from this company and a big thank you

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Vincent Chapman
United Kingdom | 25 November 2017

Very friendly and efficient staff great service and no problems with this company everything was explained to me in detail and I have no complaints about this firm

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Mandy Hutchings
United Kingdom | 24 November 2017

Excellent personalised advice within a confidential setting meeting all my current requirements thank you

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Nadine Abbasi
United Kingdom | 23 November 2017

I used Burfield on 2 separate occasions and: 1. Advice was succinct and thorough; 2. The transfer was carried out seamlessly and hassle free I would recommend them. I did not think these things could be done remotely, so smoothly.

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