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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MARGARET WILSON
United Kingdom | 11 August 2022

As usual Ashley Clark was polite and precise with the information regarding my Pension Fund Review. I could not fault him. It helped to find out that this year was a good year for my investments as we slowly recover from the recent pandemic and go forward into cost of living issues. I am confident my funds are in good hands

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Mr David
United Kingdom | 03 August 2022

Well explained and informative information given regarding pension plans.

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Mr
United Kingdom | 20 July 2022

From 1st meeting have been pleased with service

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Kevin ireland
United Kingdom | 17 June 2022

advice that is explained in clear and understandable professional manner, that you can take on board and make good decisions on your future, I would recommend anyone to talk to burfields if you need pension advice

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Alan Rimmer
United Kingdom | 09 June 2022

Burfield have been looking after my pension drawdown account for over 2 years and now look after my wife's pension account. The advice is first rate and any changes we wish to make due to our circumstances is discussed and documented so we understand our future plans

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MR Peter
United Kingdom | 10 May 2022

Great financial advice and planning, i would highly recommend this company to plan your pension. They take the time to ensure your money is really working for you. Very personal service adapted to your needs

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Pedro.
United Kingdom | 28 April 2022

Had my yearly review this week with Ashley Clark. Realy happy with having him as my addviser, down to earth type of person. Solid on his addvise and very knowledgeable. Keep up the great work Ashley. PETER.

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Steven Berry
United Kingdom | 14 April 2022

Always a friendly and efficient service from all the staff at Burfield at very competitive rates compared to other financial planning companies. I would not go anywhere else.

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nickh
United Kingdom | 11 April 2022

Recently had our annual review which was so useful. It's great to get an objective view of our finances by a professional. We now feel far more relaxed about our financial situation and I find this always happens after our annual review. We get great advice and always feel our boat is being steered in the right direction.

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Keith Millbanks
United Kingdom | 11 April 2022

Knowledgeable. Helpful. Insightful.

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Jennifer Ankers
United Kingdom | 31 March 2022

I was clearly able to understand how my Prudential fund was coping during the unprecedented COVID crisis and now the Russian war with Ukraine. It was therefore a reassuring surprise to discover that the fund managers have been very skilful in ensuring that the fund performed well even under these sets of difficult circumstances.

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Alanbrooks Brooks
United Kingdom | 01 March 2022

Informative and helpful

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Neil Burrows
United Kingdom | 23 February 2022

Having recently retired your company has been transferring my works pension into prudential there was a few holdup’s duo to my employer not notifying of my retirement, but I was kept informed all the way with regular updates, it is now completed, very pleased with your work on this matter,

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John Rattray
United Kingdom | 01 February 2022

Great service as always with insight, projections and risks related to my investment needs. Would and have recommended Burfield FP to colleagues. First rate team.

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Rob Hancox
United Kingdom | 15 January 2022

Burfield were recommended by an acquaintance and I've been extremely pleased with the personal attention to my circumstances and having complex financial matters explained with non-financial jargon, making it easier to comprehend and providing a level of clarity and understanding that I was previously struggling with. I feel that if I recommend them too highly I might lose some of the personal attention. :-)

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Chris Kelly
United Kingdom | 06 January 2022

Outstanding client service from David Parker. Excellent communicator and the advice is excellent ( even if at times I don’t like it ) . Total integrity at all times . A really personal experience and I can trust David and Burfield without question. I treat David as confidante in all my financial and (most) personal matters . A true “Consultant “ in every sense of the word. I would recommend David and Burfield in a heartbeat

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Jo
United Kingdom | 22 December 2021

My advisor is extremely patient with me, answers all questions and will go away for further research where needed. Certainly never pushy and always impartial. Highly recommended

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Andy
United Kingdom | 07 December 2021

Excellent service provided by Ashley again.

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Pete Gray
United Kingdom | 09 November 2021

I have used Burfield's services for many years now and continue to receive a first class service. The last annual review just completed was as helpful as always with a UK property sale imminent and the fact that I reside in Spain. I would not make any major financial decisions without consulting David and his excellent team.

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Lynne Guilfoyle
United Kingdom | 08 November 2021

Ashley was very helpful. I don't really know a lot about stocks and shares. He explained everything to me and advised what was best for me. They contact me yearly and I know I can contact them should I need to.

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