Burfield Financial Planning Reviews 922

TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 71 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and ability to explain complex financial matters in an easy-to-understand way. Many people highlight the excellent service received, noting the personalized advice and guidance that helps them make informed decisions regarding their finances and investments. Reviewers frequently mention the exceptional customer service, appreciating the friendly and trustworthy approach of the team. The company is often described as being very accessible, with advisors readily available to answer questions and provide ongoing support.

What people talk about most

Staff

People report positive experiences with staff, consistently describing them as professional, friendly, and... See more

Service

Clients share positive opinions on service. Many customers are very happy with the service received,... See more

Customer service

Customers consistently report positive experiences with customer service. Reviewers highlight the helpfulness... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Our advisor is very helpful, makes things easy to understand and has been available for advice whenever asked. Risks and benefits are explained fully, and options discussed at length. Our advisor demo... See more

Rated 5 out of 5 stars

Peter Jenkins has managed my plan for almost 8 years during which time I have always been given honest and helpful advice. He is always available to answer any questions and explains situations/issues... See more

Rated 5 out of 5 stars

I have recently had my annual review with Dave Parker. As always, Dave went through all aspects of y fund / finances in a friendly, professional manner explaining everything clearly. Dave provides... See more

Rated 5 out of 5 stars

I have been with Burfield for many years now and have ALWAYS found them professional, friendly and totally trustworthy. They are always helpful and I value their customer focus business approach... See more


Company details

  1. Money & Insurance

Written by the company

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

4.9

Excellent

TrustScore 5 out of 5

922 reviews

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Rated 5 out of 5 stars

Excellent service

I have been using Burfield to manage my pension fund for almost 10 years and have always found them professional, knowledgeable and very accessible. My advisor, Dave Parker, is always available if I have any questions and provides very comprehensive and informative pension review documents that he explains fully. Thank you.

April 16, 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service

Our advisor is very helpful, makes things easy to understand and has been available for advice whenever asked. Risks and benefits are explained fully, and options discussed at length. Our advisor demonstrates an understanding of our situation and gives advice accordingly. We are very happy with the service we have received.

April 20, 2026
Rated 5 out of 5 stars

Ashley and the Burfields team have…

Ashley and the Burfields team have given me advice for a number of years. Their approach of regular check ins gives me confidence and peace of mind .They are professional and easy to work with,they give Fantastic service.

April 13, 2026
Rated 5 out of 5 stars

Expert advice always.

Having used Burfield Financial Planning to administer my pension for over 10 years I can thoroughly recommend them for their professionalism and attention to detail in every respect.

March 27, 2026
Rated 5 out of 5 stars

100% recommended

I have been with Burfield Financial Planning for 9 years, I was impressed from my first meeting, listening carefully to my situation and producing a report very specific to me (other companies clearly just cut and paste names and amounts). If I have questions they are always answered promptly or with a call, in a cheerful and helpful manner. I have recommended Burfield Financial Planning to several friends and all of them are also impressed with their advice and guidance.

March 16, 2026
Rated 5 out of 5 stars

Professional Customer Service

Professional & patient personnel. Their friendly professional approach enables ease of effective communication, and their ability of explaining financial terms so they are clearly understood facilitates informed decision making.

March 2, 2026
Rated 5 out of 5 stars

Excellent Annual Review

As always, just completed an excellent annual review with due consideration taken to the wider context, risk, targets, and the consolidation of our current position. Actions already underway (and some completed), providing great confidence in the portfolio position for the future

February 26, 2026

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