Burfield Financial Planning Reviews 924

Always feel that you are in good professional hands and get the best of advice. My account manager gives first class explanation on the current investment situation.

This was my first time seeking financial advice, my experience with Ashley at Burfield was really positive. The initial telephone consultation and the on site office meetings helped me to visualise options and understand what would be the best fit for me and my family.
The team are easy to contact even over minor questions and I am already benefiting from having all of my legacy pensions in one place invested in two well performing funds (based on historic data).
Future tax planning options have been discussed and I have the ability to discuss in more detail prior to the end of the tax year.
I would highly recommend Burfield as they explained my options in an easy to understand manner, and we had open and honest discussion around fee's for the great service provided.

Top financial advice and no ridiculously high charges. Need advice on finances, investments and especially pensions you'd be mad to not have an initial meeting with Burfield.

Patient, thorough, explanation, listening and advice at review.

Great knowledge of my finances and advice presented in a friendly and professional manner. As always, the advice was tailored to my finances and improving my situation.

I liked David Parker's approach, relaxed, informative, understands markets and risks. Back up team are superb, Daniel Kelleher is very helpful and experienced. Overall in good hands.

Burfield provide an excellent face to face service and I can access detailed up to date information on my investment via their portal at any time. I have confidence in the service they provide.

Clarity and sound guidance and implications is always welcome from Peter

Extremely detailed report before my annual review and then the review was highly personalised

I have been with Burfield for 7 years and find them Professional and helpful, I am not wealthy but were great sorting my work pensions and keeping me informed.

Peter was, as always, friendly and informative. We left with a good positive feeling about our financial situation.

Ashley is always knowledgeable and very helpful.

Received great advice on planning ahead. Helping me to decide which direction i need to travel along as i get closer to retirement.

I actually look forward to talking to Ashley. He understands that this is completely not MY area of expertise and feeds me the information that I need in bitesize and understandable chunks!

I was bamboozled by Pension Fund Retirement options which were causing me significant anxiety.

After speaking with one of Burfields advisors my options became much clearer to me and I am considerably calmer making these important financial decisions.

David is a true professional and friendly who explains every move in a language that I can understand. He has been understanding and I know exacting what is happening from start to finish. I would highly recommend Burfield to anyone.

Everything was explained to me clearly and patiently and backed up in writing. I felt I could trust the advice give.
What I had to do myself was explained very thoroughly

I've been with Burfield Financial Planning for many years.
They've always been very friendly, extremely knowledgeable and helped me make my savings and pension grow.
Thank you All,

Ian :-)

Peter always takes time to explain how our investments are faring in the context of the state of the financial markets. He always ensures he fully understands our personal goals and plans our income and savings accordingly.
He always follows up with thorough write-ups of our meetings and gives us the confidence that our finances are in safe hands.

Having used Burfield Financial Planning for a number of years now I can highly recommend using their services. Expert professional advice from a friendly team