Burfield Financial Planning Reviews 924

Excellent knowledge and understaandig of my requirements to ensure I picked the correct pension options.

Easy process to combine pensions and on ongoing support

Incredibly knowledgeable advisor who took great trouble to understand my situation before recommending a solution that met my needs and aspirations.Advice was explained very clearly and time taken to ensure I understood it.

The professionalism of this firm is overwhelming at all times - all answers and concerns are answered whereupon I always feel comfortable with any financial decisions that are taken by myself.

Honest, informative, empaththetic, understands my needs and has provided excellent guidance.

We have been clients of Burfield for approximately 20 years. We have found them to be very personable to work with and the advice and guidance given has been second to none. Myself and my wife are comfortable in the knowledge that our finances are in the hands of a professional and trustworthy organisation.

Professional, personal and friendly advice with constructive recommendations. Providing guidance for future investment, resulting in our confidence and trust going forward.

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 excellent advice and is supported by a great team.

I have been with Burfield over 6 years and would highly recommend them to any friend or relation.

annual review

Very well explained over phone

Ashley is knowledgeable and empathetic. He offers options for financial planning and provides easily understandable explanations of these based upon my individual circumstances.
I thoroughly recommend Burfield!

I have been using Burfield Financial Services for many years and have always found all advice very good.
I enjoy my conversations with my adviser and the very current advice and future investments.

Ashley is very friendly and explained everything that you want to know and is a very likable person to be around.

dave parker made it so easy for me to understand my pension reviews. also always gives me very sound advice.

From an initial contact some five years ago I have received ongoing advice in continuing to grow an undrawn pension which if not required will pass to our children and we are confident that Ashley at Burfield will provide that much needed continuity in that succession. In the meantime I value the annual meeting to keep me appraised of nursing my funds through volatile times.

David was very professional and thorough in my review meeting.
He is patient and explains the market changes well.
He knows the options that would be of benefit to me and what to avoid.
It is good to have the face to face meeting.
Although President Trump put a downer on my assets!

Informative and friendly service.
Used easily understandable language avoiding jargon and acronyms. Financial products explained fully and whole process ran smoothly from start to finish

Excellent service processing our ISA position. Great advice, supported by strong execution, keeping us well informed throughout

Financial advice is a delicate area. I believe Burfield navigate it very well - targeting advice to suit individual customer needs, always on hand to offer guidance, tending towards conservative in advice regarding investments. Never had any issues, always a pleasure to do business.

Always a pleasure doing my annual financial review. David explains everything and is so knowledgeable.

Making an appointment to see my adviser for my annual review was very straight forward and easy to obtain a convenient appointment. The adviser was very knowledgeable and went through the current position of my finances in detail and was able to offer good advise for future planning. Overall, very good service, trustworthy and excellent advice received.