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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Paul Edward-smiles
United Kingdom | 01 November 2021

Excellent as ever, early notification of annual review, plenty of options in terms of date and time, pre-meeting report sent well in advance, meeting on time and clear and concise review/advice given followed by full email write-up.

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Mr
United Kingdom | 28 October 2021

really nice to talk to and good advice would totally recommend

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Robin Richardson
United Kingdom | 22 October 2021

Honest pragmatic appraisal, good people to have on your side.

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Donna Tompkins
United Kingdom | 15 October 2021

David Parker couldn't be more helpful, especially for a person like myself with a very limited knowledge of investments/pension plans. He patiently explains things in simple terms, when required, and nothing is too much trouble.

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Rob Burrell
United Kingdom | 14 October 2021

Excellent and trusted advice from David at Burfield. I've been a client for 3 years now. I would highly recommend.

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Gill R
United Kingdom | 12 October 2021

This company is extremely professional and a pleasure to deal with. They are also with you for the long term. I only wish I'd been introduced to the earlier. I would not hesitate in recommending them.

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Mike Olant
United Kingdom | 12 October 2021

Excellent, David has been great and is always aligned with what I want to know

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ROBERT HUNTER
United Kingdom | 12 October 2021

Good advice and well explained so every day people can understand

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Penny Farmer
United Kingdom | 11 October 2021

Excellent service from Peter Jenkins. I wouldn't hesitate to recommend. Friendly, well-informed, transparent, invaluable advice.

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ALun Evans
United Kingdom | 23 September 2021

Super customer service at all times. Very professional and knowledgeable, great at explaining the financial options for our portfolio and maximising returns.

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Maggie S
United Kingdom | 13 September 2021

In safe hands with Peter and the team at Burfield

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Clive Lipscombe
United Kingdom | 10 September 2021

I have Recently spoken to a gentleman called Dave who was very helpful.

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Joyce Pop
United Kingdom | 09 September 2021

the team are very professional, friendly and very helpful, would recommend your services to friends and family

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MR PATRICK
United Kingdom | 19 August 2021

Very informative plus user friendly,I can not fault this service.

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Gary
United Kingdom | 05 August 2021

Absolutely first class company, friendly, professional and helpful. Very supportive and knowledgable during the COVID crisis,

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A Brennan
United Kingdom | 02 August 2021

Very efficient, informative & reassuring in a friendly manner I feel I can comfortably discuss my financial situation and future plans.

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craig marshall
United Kingdom | 26 July 2021

Excellent service as usual from Dave and the team

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Mrs Lorraine
United Kingdom | 14 July 2021

Funds are picking up nicely now compared to last year & we are pleased & at the same time sorry that we are using this as our only income. You said that my charges were remaining as they are as a small fund, most of which will disappear before I receive my state pension. Keith’s fund has more in, but he is taking the maximum & will do for another 6 years, so will be left with very little as well. We will read the literature, but he is concerned re the set fees.

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Terry Arnold
United Kingdom | 14 July 2021

Excellent service & communication from your office, good self explainatory documentation on their portal

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roy hall
United Kingdom | 14 July 2021

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