Burfield Financial Planning Reviews 924

Brilliant service. Ashley is really friendly and explains things in a way that is easy to understand.
The team are very proactive and responsive and have kept me fully informed throughout all the processes and have communication regularly.
Wouldn’t hesitate to recommend them!

Burfield financial planning provide a great pension service. Their financial meetings are very informative and helpful.

Ashley is always really helpful and explains everything clearly. The communication is very good.

I have been doing business with Burfield for a few years now, people work with people and my FA is David Parker. I find David to be knowledgeable and trustworthy hence why I return.

Burfield are able to explain my pension in ways that I can understand and help me make the correct pension plan choices for the year ahead.
They also help me consider and make high level financial plans for the years after that.

Brilliant service, can't recommend them highly enough

Excellent service from start to finish
Thanks
Mike Ollier
Middlewich

Always through, personally attentive and advice well tailored to my needs.

Informative annual review. Met all our financial requirements

Burfield offer an excellent understanding of financial matters, including investments, inheritance planning and optimising tax positions. They take the time to understand you personal goals and then apply their financial skills in your individual context. Communications and responses to questions are prompt and thorough.

I always have a useful discussion about my circumstances and get up to date information from a professional. They are efficient and prompt in all dealings with them from making appts, answering queries and providing reports.

Fantastic team who give excellent and well thought out advice. I’ve recommended them to many friends.

Dave Parker explained my retirement options in terms I could understand and provided appropriate documentation to support his advice

Comprehensive Information always provided in an easy to understand way. Always feel that I am being treated as an individual and my financial needs are understood. Friendly & relaxed atmosphere with plenty of time for discussion.

As usual a full and crrent update on my pension fund. All my queries answered .

Excellent service. Burfield kept me updated throughout the process.

At Burfield Financial Planning, Peter Jenkins senior advisor, is statistically aware of all tax admissions that I should make. He will produce, direct and help you manage your fund administration, and the Inland Revenue. Burfield Financial Planning is an invaluable member of our household team.

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 in a clear and understandable way. I trust him completely with my finances.

Information easy to understand and a good relationship with the advisor