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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Trevor Burns
United Kingdom | 02 July 2021

Excellent company to deal with,very friendly and knowledgeable, great advice when required, would definitely recommend

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Antony Ball
United Kingdom | 24 June 2021

Burfield FP has provided me a first class service since day one. Any advice is always easily understood with options clearly outlined. My fund has performed beyond my expectations. A very good all round experience.

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Garry Halm
United Kingdom | 19 June 2021

I don’t think I could have made a better choice of Financial Advisors. Great contact (Peter Jenkins) who is very personable, knowledgeable and explains in a clear, concise and understandable way. Excellent investment advice resulting in exactly what I required

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Christine Bowie
United Kingdom | 24 May 2021

A very useful overview of our financial situation. Peter is great at explaining things simply, then we have the written summary for us to review our virtual meeting. Great job!

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Helen Green
United Kingdom | 19 May 2021

Excellent service as always

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Peter Ward
United Kingdom | 15 May 2021

Ashley was prompt for the appointment, patient to explain terms and options, clear and concise. Also to suggest new interesting initiatives. This year‘s report was clear and concise.

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Sue Haggerty
United Kingdom | 12 April 2021

Very happy with the service. I felt supported in the investment and each step was explained simply and clearly.

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Julie Doyle
United Kingdom | 22 March 2021

Always a great service; professional and easy to understand.

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Colin Ward
United Kingdom | 20 March 2021

Recent annual zoom review with a positive result on the current pension plan all straightforward. The conversation around perhaps my changing attitude to risk prompted a good informative discussion which in turn led on to a suggestion of changes in the plan investments for consideration with a follow up meeting in a few weeks time to receive my instructions. I really appreciate the advisor I deal with at Burfield in the holistic approach encompassing all the lifestyle considerations beyond those of bald investment. I have no hesitation in my 5 star review.

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Steven Berry
United Kingdom | 19 March 2021

All the people at burefield financial continue to give a friendly and professional service. Any queries are quickly answered via the web portal or a phone call. They offer an excellent range of services at a very reasonable price.

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Paul Messenger
United Kingdom | 17 March 2021

Would recommend, helpful, friendly and realistic advice.

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Robert
United Kingdom | 12 March 2021

Professional service and careful matching of (what can often be) complex financial products to each individual's needs and attitude to risk. Friendly staff are always available for advice and guidance and maintain a good understanding of customer requirements

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alan brooks
United Kingdom | 02 March 2021

Everything explained in a layman's language.

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Michael Gough
United Kingdom | 25 February 2021

A very thorough and professional annual review with Burfield. All investments, costs and transactions presented very transparently in an easy to understand and concise report, followed by a formal review. Nothing is too much trouble in terms of things being explained. Very comfortable with how my portfolio is being managed. Very easy to do business with, extremely professional and friendly. Thank you.

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Greg Mathews
United Kingdom | 22 October 2020

I have been with Burfield for about 3 years now and I can only say that the service is excellent. They have helped me consolidate my pension funds, find the right investments, and take time to understand my financial situation and strategies and provide sound advice. The service they provide is not only good value for money but in my experience pays for itself.

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David
United Kingdom | 02 October 2020

I have had nothing other than good advice from Burfields and would recommend them to anybody wishing to invest hard earned money. Thanks in particular to David who has guided me through the initial process and has continued guiding me through the time I have been with them.

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Stephen Taylor
United Kingdom | 29 September 2020

Burfield Financial Planning has an excellent advice team from Peter Jenkins downwards. They can advise on pensions, tax and investments. These are people you can trust. Steve Taylor

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Pam Winder
United Kingdom | 17 September 2020

Burfield were fantastic when I wanted to move my pension . The staff are very knowledgeable, friendly and helpful. They are efficient and kept me informed all the way through with absolutely no pressure . J would definitely recommend them.

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Andrew McElhinney
United Kingdom | 11 September 2020

Great service, always helpful with your best interests at the center of what they do.

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Derek Smith
United Kingdom | 04 September 2020

Very good advice and service,would recommend Burfield, for any financial and pension service.

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