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

We went to burfield for pension advice

We went to burfield for pension advice. David explained everything very clearly so we understood all our options. Excellent customer service at every meeting. Would definitely recommend

November 7, 2022
Unprompted review
Rated 5 out of 5 stars

Annual Review Call

Friendly, knowledgeable service, which is comprehensive and personalised in nature. Always feel that Peter has my best interests at heart and isn't trying to sell any products.

November 15, 2022
Unprompted review
Rated 5 out of 5 stars

Honest, excellent advice

The service from Burfield has alwys been excellent, honest and extremely rewarding.
My wife and I have been using their services and advice for around ten years now and would have no hesitation whatsoever in recommending them.

November 9, 2022
Unprompted review
Rated 5 out of 5 stars

Good annual review

Ashley provided us with a comprehensive review recently. It was informative and very wide ranging enabling us to come away with a really good understanding of what is going on with our investments.

September 21, 2022
Unprompted review
Rated 5 out of 5 stars

Annual review

We have had our annual review with David who is always very professional, reassuring and informative about the current and possible future financial market prospects and explains it in a way we can understand it.

September 28, 2022
Unprompted review
Rated 5 out of 5 stars

Talented team with super service.

Talented team with super service.

Always helpful and the team go above and beyond (sometimes I need to be chased up!) and these guys follow everything up very efficiently.

Would highly recommend.

August 27, 2022
Unprompted review
Rated 5 out of 5 stars

Annual Review

We had our annual review with Ashley. Very professional, reassuring and informative about the current and possible future financial market prospects.o

August 18, 2022
Unprompted review
Rated 5 out of 5 stars

MY RECENT REVIEW

As usual Ashley Clark was polite and precise with the information regarding my Pension Fund Review. I could not fault him. It helped to find out that this year was a good year for my investments as we slowly recover from the recent pandemic and go forward into cost of living issues. I am confident my funds are in good hands

August 11, 2022
Unprompted review
Rated 5 out of 5 stars

Burfields a great company

advice that is explained in clear and understandable professional manner, that you can take on board and make good decisions on your future, I would recommend anyone to talk to burfields if you need pension advice

June 16, 2022
Unprompted review
Rated 5 out of 5 stars

Burfield have been looking after my…

Burfield have been looking after my pension drawdown account for over 2 years and now look after my wife's pension account. The advice is first rate and any changes we wish to make due to our circumstances is discussed and documented so we understand our future plans

June 8, 2022
Unprompted review
Rated 5 out of 5 stars

My yearly review.

Had my yearly review this week with Ashley Clark. Realy happy with having him as my addviser, down to earth type of person. Solid on his addvise and very knowledgeable. Keep up the great work Ashley. PETER.

April 27, 2022
Unprompted review
Rated 5 out of 5 stars

Efficient friendly service

Always a friendly and efficient service from all the staff at Burfield at very competitive rates compared to other financial planning companies. I would not go anywhere else.

April 14, 2022
Unprompted review

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