Burfield Financial Planning Reviews 

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.

Burfield is a brilliant company do work with, our Advisor, Dave is incredibly knowledgeable, helpful and understanding. He is like part of the family.

Peter Jenkins reviewed the previous year for my investments, discussed any changes in circumstances, how they might impact on plans going forward and assessed whether my current investments remained suitable to meet my objectives - a thorough review. He also came up with further tax planning ideas which may well prove to save significant sums.

Excellent communication throughout a frustrating experience with two large firms that Burfields were dealing with on my behalf…really appreciate their customer focus and support throughout - thankfully all sorted now and am extremely grateful to the Burfields team for their tenacity and keeping me updated - very refreshing, would highly recommend their services

Ashley explained my pension plan and told me of other products that were available he was thorough and professional as he has been since I started.

I feel that my financial affairs are being expertly managed by Peter. He is also a really nice and friendly person along with his support team.

Supportive and professional in all respects

The personal & friendly service provided by Burfield is, in my opinion, extremely professional - I am confident that my investments are safe in their hands

Comprehensive, no nonsense and actionable advice given.

Burfield financial planning have for the past year provided me with a fantastic service. They are very approachable and always respond to questions in a timely manner.

On time and knowledgeable

Helpful and efficient advice from Peter and the team once again.

great company with a great team, always on hand to help

Extremely helpful and clear advice on different pension options.

I've been retired for almost 12 months but continue to leave my pension invested therefore it is vital my it continues to grow in order to provide the lifestyle we are accustomed to. Ashley Clark at Burfield undertakes an annual review to ensure my pension is fit for purpose. In addition Ashley has offered guidance relating to my ISA investments which are not handled by Burfield to which I'm extremely grateful.