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.

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RonK
United Kingdom | 23 November 2017

They were able to understand my requirements, understood the options with what to do with my pension pot and provide me with alternatives which they then modelled. Since I had been in a final salary scheme for many years (now closed) I had never expected to be in the position of needing to seek advice, so I was anxious. I felt that the options provided were sensible - no fluff and importantly brough out issues I was not aware of and addressed them. At the end of the process, I feel that I have a sensible solution that will provide me with a retirement income nearer to what I had expected.

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Mr Mark
United Kingdom | 23 November 2017

A Very Thorough And Professional Service From Start To Finish From Burfield..Very Honest and Trusting.I Strongly Recommend Them to any Future Person or Company Seeking Financial Advice.

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David Brooder
United Kingdom | 10 November 2017

Very helpful... Explained all options… And kept me fully informed

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Gary
United Kingdom | 05 November 2017

I found the hole experience very good, the advisor was very good at explaining all the different options.

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Pamela
United Kingdom | 04 November 2017

Service was friendly and responsive It was a little slow at the start to get a reply from the advisor but when I chased I did get an immediate response from one of the team and a call back soon after from the Pension Advisor who had been recommended to me by a friend I was hoping for some extra advise than I could have got myself but in the end they did the same that I could have done myself but just took the hassle and time consuming work away from me and I suppose some added comfort that it was being handled by those who are experienced in these matters! I was persuaded to open up with another pension company when my intention was to move 3 into one ! I am now thinking I agreed to that too easily as potentially their reason was the relationship or commissions they will get from this other company rather than any benefit to me I have also since found out that it is possible to take more than 25% out of one of my pensions tax free as it was not UK based so again I should have challenged that more ! I am disappointed the advisor did not Persue this more but again I should have pushed ! Not sure I really got value for money although it did take the hassle away from me and the time consuming part but a lot to pay for that. Maybe my small pension pot was too small compared to what they usually deal with to warrant more attention? Kathryn Smith , one of the assistants, was excellent at keeping me informed of the progress after the agreement was made so Thank you for that Overall, I agreed too easily to what they offered , due to my time constraints and I don’t think I got much value from their expertise that I could not have done myself with time availability but they took the hassle of handling this away from me but a high cost to pay for that service !

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Elizabeth
United Kingdom | 03 November 2017

Everything went smoothly from start to finish. All phone calls were very pleasent and everything was explained clearly. Kept up to date with regular phone calls and e-mails. Would recommend without any hesitation

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Mr Storey
United Kingdom | 02 November 2017

Excellent service - listened to what I wanted & kept me informed all the way through the process - very happy

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Adrian
United Kingdom | 26 October 2017

I would have no reservations in recommending Burfield to provide advice on a final salary pension transfer. The advice provided over the phone by Chris Dando and in the final report was straightforward and easy to understand. The pension transfer was dealt with efficiently and met all my expectations at reasonable cost when compared to other IFA's.

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D Ogden
United Kingdom | 13 October 2017

Really helpful, listened to my requirements and explained all options that met my requirement in a clear and understandable language. I was working within a very tight timescale as my quote was nearly expired but they really worked to meet this deadline. All Burfield members I have met or spoken to have been really help and answered my queries.

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John Mc
United Kingdom | 30 September 2017

very friendly people to deal with, fast and reliable

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Jayne Barry
United Kingdom | 28 September 2017

Everyone who dealt with my pension transfer at Burfield Financial Planning were very helpful and provided lots of information. I was kept up to date with everything at all times. Thank you

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Susan smith
United Kingdom | 19 September 2017

From the moment i contacted this company .I was impressed. They kept me up updated every step of the way and very happy with the service .

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Julie
United Kingdom | 18 September 2017

Very friendly service, great advice and never felt under any pressure to make a decision. Would definitely recommend Burfield for anyone looking for financial advice.

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raymond askew
United Kingdom | 01 September 2017

Allways very helpful

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Carol
United Kingdom | 24 August 2017

Fantastic service, did everything they said they would and more. They kept us up to date with everything that was happening. Would definitely recommend.

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Ian Wilson
United Kingdom | 24 August 2017

I have zero complaints about this Company and the service I received, from start to finish of the switch process from an existing pension ran smoothly and quickly, I have learned a lot about pensions since my discussions started with Alex Brown, 10 out of 10

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Mr William
United Kingdom | 22 August 2017

Very professional , Fast & hassle free experience. They keep you well informed & up to date . Explained everything really well on my pension transfer .

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Terence
United Kingdom | 15 August 2017

very good glad i chose then to deal with my pension

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Alan
United Kingdom | 11 August 2017

Couldn't be more pleased , kept me up to speed every step of the way, would definitely recommend them

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Txxxx
United Kingdom | 10 August 2017

Great knowledge and supportive and informative. Not pushy for a sale.

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