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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.joe
United Kingdom | 11 April 2017

Excellent service from them and hassle free.

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Jackie Arscott
United Kingdom | 11 April 2017

I'm very happy with the help I receive from this company they keep on top of all that is happening and notify you if anything changes.

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William Smedley
United Kingdom | 11 April 2017

Excellent friendly service

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Kathy
United Kingdom | 11 April 2017

Polite professional service helped me understand what I needed and also what I wanted was understood and respected! Lovely team

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Claire
United Kingdom | 09 April 2017

Excellent experience from the very first phone call and with every person I've spoken to at Burfield. My pension questions were answered quickly and clearly.

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Kevin Roberts
United Kingdom | 09 April 2017

Alex jones was very informative and helpful from start to finish i would recommend anyone to use them.

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Peter
United Kingdom | 06 April 2017

Very helpful with sorting my pensions out thanks

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Nick Harrison
United Kingdom | 04 April 2017

Wonderful advice and support. I know that my pension is in excellent hands. I feel very confident about my future financial status - many thanks.

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Steve garroway
United Kingdom | 31 March 2017

Very good service from day one couldn't criticise in any aspect of my business with burfield, very helpful and great customer aftercare

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Carl
United Kingdom | 24 March 2017

there are a very good company, cant fault them at all

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Joyce
United Kingdom | 23 March 2017

I have the highest regard for this company, the staff were very helpful, very professional and explained everything about my pension in a way that I could understand, I would recommend burfield to anyone.

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Neels Kriek
United Kingdom | 20 March 2017

Chris and his staff were efficient, responsive and I never doubted their independance in giving me the best possible advice. Neels

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Oliver
United Kingdom | 08 March 2017

I used these guys to help me transfer my defined benefit scheme into a SIPP. This is a difficult task and other advisers I tried were unable to help. Burfield combined a high level of professionalism and integrity with a welcome degree of commercialism and we're able to help me achieve my goal. I would not hesitate to recommend them.

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James
United Kingdom | 06 March 2017

All good - kept me informed throughout and gave me Clear options and explained them well.

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Rudi
United Kingdom | 06 March 2017

Found the help and advise clear and accurate. Kept me informed throughout the process

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Jim Robinson
United Kingdom | 16 February 2017

You would think from my headline that I was employed by this company. You may even think after reading my review I was a Director. Far from the truth, so why choose an Inter Only Financial Advice Company? (Please note I am VERY SAVVY when it comes to the Web, Scams and Internet Phishin. After 2.5 years of using 2/3 different personal Independent Financial Advisors and being passed from pillar to post (because my 'friend', the IFA was not REGISTERED) I was 100% disillusioned with my advice. I searched the internet and choose two close advisors (from my locality) and one that looked very good via their web site (Burfield). I was wanting advice on four pensions, with 2 being Final Salary. Bizarrely only Burfield actually came back to me, maybe the Financial Salary is too much of a mine field. I did my research on the company and as much as possible quizzed them every time we spoke on the phone with my 'worried' thoughts.. that I have not met anyone from the company in person. I was told on several occasions I could visit the office and meet the staff if I so wished. Let me say my wife and I do not have millions or even hundreds of thousands in these pots we wanted to access but we were treated with upmost politeness, respect and excellent ongoing advice through all the procedures and then more... we were actually advised NOT TO DRAW one particular pension because it was to our advantage to keep it going because of the benefits to us in the future. Re-assuring me that this company in no way are trying to re-invest your funds for their benefit but solely there to do what is right. The analysis I received from so many individuals at this company, that is then channeled by the one advisor I was assigned to, was brilliant. Stupidly the regulations set by the government do take the levels of control to bizarre extremes regarding your choice of risk of investment but Burfield talk it out verbally for you so you are at a level you understand. But it can be a bit of a pain but it is for ypou own protection. The cherry on the top was, their costs were approx 35% cheaper than my original IFA was going to charge. I guess that is because they are not in your lounge "so to speak"! I am of the inkling to complain "severely" when I am treated unjustly, I am ALSO one to PRAISE VEHEMENTLY when I am shown excellent personal service. This service is unquestionably BRILLIANT!

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Brian James
United Kingdom | 13 February 2017

I first engaged with Chris Dando of Burfield in July 2016 and have had nothing but an excellent experience since then. Very efficient, responsive and friendly, and skilled at translating pension-speak into something a layman like me can understand. Now that I am a customer, the day-to-day support and communications is handled by Kate Anderson and this service is also proving itself to be friendly, responsive and an ongoing high-quality experience.

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Andy Shenton
United Kingdom | 09 February 2017

It's quite a daunting prospect when choosing the best advice when trying to get the better options from your pensions, a minefield of legal information and confusion in abundance! But from the moment I made first contact with Burfield I Knew that I had made the right decision. Superbly guided and in a language that I could understand helped me to make the best decision for ME! My future plans and investment are now in a more benificial place and I can't praise the staff who dealt with my pension highly enough, so professional in thier approach and one to one dealings, I felt in very safe and secure hands right the way through the transfer. Massive thanks to my 2 main contacts Dan and Kate. I would Definately recommend BurfieldFC to anyone.

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Kelc McDermott
United Kingdom | 06 January 2017

After contacting Burfield Financial Planning and from the first point of contact and to date, Burfield Financial Planning have given me first class professional advice and guidance on my existing pension. Kathryn Smith (Pension Administrator) and her work colleagues have been very helpful with any request in a very professional and competent manner. Any matters are dealt with quickly and their communication was first class. I would fully recommend Burfield Financial Planning for any financial advice and guidance needed. Mike McDermott, Bristol

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mark allen
United Kingdom | 14 December 2016

My experience with Burfield has been fantastic. I had no knowledge of pensions and options available to me and have been advised and catered for with pure professional and customer service levels beyond none. Through the help i am now in a position to use my pensions to there best advantage and would recommend anyone to contact them however small or large their pensions are. Over all 10 out of 10 You have made a big difference once again Thank You Mark Allen

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