Burfield Financial Planning Reviews 924

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

924 reviews

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Rated 5 out of 5 stars

Financial therapy

The staff at Burfield are polite considerate and caring , down to earth people with excellent advice. If you come off the tracks they will take the time and use all their energy to put you back on.
Brilliant service.

September 25, 2024
Unprompted review
Rated 5 out of 5 stars

Great Company

Year on year brilliant service provided by Peter Jenkins. Review is carried out in a very professional and detailed manner. If I ever need to speak to Peter during the year he is always available

August 6, 2024
Unprompted review
Rated 5 out of 5 stars

personal and tailored advice

I always feel that I receive personal and tailored advice and information. I completely trust that my investments are handled with my best interests at heart.

I feel I can approach you at any time for honest sound advice, which is reassuring.

July 9, 2024
Unprompted review
Rated 1 out of 5 stars

Your out-of-date website has wasted my time

I signed up for a Pension Review with Pensions Advice UK. Page on their website: /free-pension-review/, title: Do you have £15,000
or more of Pension Savings? The page clearly states that you need £15000 or more to request a call back with an expert. One week later and nobody has contacted me. Upon calling them I was told I didn't have enough to qualify for a review with one of their experts. I explained that THEIR website clearly says anything above £15000 will qualify, she said "the website needs/is being updated". Thank you for wasting my time.

July 29, 2024
Unprompted review
Burfield Financial Planning logo

Reply from Burfield Financial Planning

Dear Andrew,
I hope this message finds you well. I am writing in response to the review you recently left on our website, burfieldfp.co.uk, regarding your experience with Pensions Advice UK.

Firstly, I want to express my sincere apologies for the inconvenience and frustration you experienced. However, I must clarify that our company, Burfield Financial Planning, is not associated with Pensions Advice UK.
It seems there has been a misunderstanding, as we do not offer the services you mentioned in your review.
To ensure you receive the assistance you need, I recommend contacting Pensions Advice UK directly through their official website or customer service channels.

Kind Regards,


Burfield FP

Rated 5 out of 5 stars

Excellent Pensions Advice

Over the last two years I have been consulting with Burfields around planning towards retirement. This became a reality this year, as my circumstances changed. Over the process of creating a pension there were a number of a number of unexpected challenges thrown up. In the absence of clarity or urgency from the company holding my pension fund the Burfield team clearly went the extra mile to research, double check and provide invaluable advice. As a result I couldn’t be happier, as the projections proved to be spot on.

I would like to thank the team for their hard work and excellent communication. In particular I’d like to recognise David Parker who has been brilliant throughout the whole process - patient, approachable, knowledgeable and nothing seemed too much trouble.

I cannot recommend Burfields highly enough - thanks once again !

May 28, 2024
Unprompted review
Rated 5 out of 5 stars

Fantastic Company

Fantastic, so polite, so professional and so prompt. It’s almost as if you are as important as anybody, even you’re not rich. They treat you as if you are.

June 7, 2024
Unprompted review
Rated 5 out of 5 stars

Excellent customer service at every contact

Burfield really get to know their clients, so the advice and guidance given is pertinent and absolutely relevant to the individual. I very much value this advice to guide me through the year and ensure I am making the right decisions for me. Excellent customer service every time I have contacted the company.

March 19, 2024
Unprompted review
Rated 5 out of 5 stars

Pension support

I did a lot of research before approaching BFP for pension advice and they certainly live up to their 5 star rating. Very helpful, thoughtful and they listen carefully and provide good support and advice by sharing their views and insights without any pressure. I would certainly recommend them as someone who should be considered and in particular David Parker who has been extremely helpful and patient in helping me on my journey.

April 3, 2024
Unprompted review
Rated 5 out of 5 stars

Open and honest

There is always a detailed breakdown of my investments in addition to a healthy discussion about the previous year and the years ahead.

February 7, 2024
Unprompted review

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