Burfield Financial Planning Reviews 

my company stopped their final salary pension plan, so I moved my 29 yrs accrued company Pension pot over to them about 6 yrs ago..very glad i did and so were the other 100+ employees!
I am on a low risk policy but they have managed it so well, that my pension investments are making WAY MORE yearly interest than than my old company pension ever did, I am 6 weeks from being 59yrs old and due to the brilliant job they have done, i am now in the position to take early retirement at 60 yrs.
I did take money out from the tax free part of my allowance and all it took was to send a message and 7 days later it was in my account. They come and stay locally in a hotel every few months so you can talk face to face to the advisers and you get a yearly review (face to face or phone review) with any concerns you might have, i have never had any concerns whatever..
100 % Brilliant trustworthy company, very friendly advisers and WELL worth letting them look after your pension or investments
Merry Xmas to all at Burfield and a special thanks to Ashley for all his advice and help..❤️

Quick response, good communication.

I have been with Burfields for many years now. They have always been very helpful and explained things clearly to me giving me options on my pension. I always speak to Ashley who is very knowledgeable and helpful.

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 .