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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Carole
United Kingdom | 16 December 2023

dave parker is a top bloke he outlines everything so you can understand whats going on he makes you feel like one of the familey

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Fifty quid
United Kingdom | 01 December 2023

Annual review with Dave Parker. As usual Dave was very methodical and nothing appeared to be too much trouble. Excellent company to deal with.

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Stu W
United Kingdom | 28 November 2023

Always lays it on the line ‘as it is’, Informative & Knowledgeable advisors. Been using their services for 5 years now and always happy with their help

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Robert
United Kingdom | 28 November 2023

The advisor was informative.

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Consumer
United Kingdom | 25 November 2023

Brilliant has always .

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GARY REILLY
United Kingdom | 08 November 2023

Appointment made to your requirements. Documents sent out prior to my yearly update. Easy to understand conversation to understand where I am

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Paul Elias
United Kingdom | 02 November 2023

I am at the stage in my life where pension performance has become my main concern. Having Burfield review my situation gives me hope that we have chosen the best pension solution for our future needs. Burfield Financial Planning Platform is a great hub or storing information and providing an efficient communication hub.

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Robert Cox
United Kingdom | 01 November 2023

Yearly financial review. A very informative and professional description of where my financial status is up to. They are all ways there to answer any questions on any financial matter. Great service

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John Fenech
United Kingdom | 09 October 2023

Great online correspondence and yearly call is excellent

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Karen Coyne
United Kingdom | 29 September 2023

Having an On going relationship with the same advisor makes things much easier as they understand the needs and requirements I have. In between reviews the company is always quick to respond to messages on the portal and I like the news updates which I receive on email which I find useful and informative.

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Pamela Winder
United Kingdom | 26 September 2023

Ashley is always very helpful and explains everything clearly. They are a friendly company with good communication and excellent customer service.

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Matthew Tooley
United Kingdom | 19 September 2023

As per all review meetings with Burfield, again the service received from Ashley was excellent. Friendly and helpful goes without saying. Ashley's knowledge is second to none, clearly he spent a considerable amount of time researching mine and my wife's requirements in retirement. Not only aware of the market and sector benchmarks and trends, but he knows his customer. This was demonstrated in that he answered all my pre-meeting questions, in his own presentation. Further, I had an issue with tax, and this also was explained and resolved. The office was clean and tidy, a very pleasant environment. Thank you again Burfield, Ashley and the support staff clearly all doing a great job.

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Andy Clarke
United Kingdom | 07 September 2023

Burfield, and especially my personal advisors are fantastic - They're stewardship of my accounts has allowed me to retire 10 years earlier than I originally thought a few years ago. Since being with them from 2017 I have valued their advice 100% - May the next 30 years be the same.

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Alan Thomas
United Kingdom | 06 September 2023

Burfield are very good at what they do been with them a long time asley gives good advice as they all do

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PETER STEPHENSON
United Kingdom | 21 August 2023

Very good advice given in an easily understood method , friendly advisor

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Anne-Marie Phillip
United Kingdom | 16 August 2023

Ashley Clarke always explains very clearly and is a patient man. Thank you

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Paul
United Kingdom | 15 August 2023

Always feel that you are in good professional hands and get the best of advice. My account manager gives first class explanation on the current investment situation.

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Craig Winstanley
United Kingdom | 01 August 2023

This was my first time seeking financial advice, my experience with Ashley at Burfield was really positive. The initial telephone consultation and the on site office meetings helped me to visualise options and understand what would be the best fit for me and my family. The team are easy to contact even over minor questions and I am already benefiting from having all of my legacy pensions in one place invested in two well performing funds (based on historic data). Future tax planning options have been discussed and I have the ability to discuss in more detail prior to the end of the tax year. I would highly recommend Burfield as they explained my options in an easy to understand manner, and we had open and honest discussion around fee's for the great service provided.

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David
United Kingdom | 26 July 2023

Top financial advice and no ridiculously high charges. Need advice on finances, investments and especially pensions you'd be mad to not have an initial meeting with Burfield.

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Rod Munro
Portugal | 24 July 2023

Patient, thorough, explanation, listening and advice at review.

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