Burfield Financial Planning Reviews 

928
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Evaluating 72 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff and advisors for their professionalism, friendliness, and expertise in providing clear, understandable advice. Many people feel secure and trust the company to manage their finances, appreciating the personalized approach and consistent support they receive. The service provided is often described as excellent, with consumers noting the efficiency and ease of their overall experience from start to finish. Reviewers are particularly impressed with the quick response times and the smooth user experience, with no significant recurring issues mentioned across the feedback.

What people talk about most

Staff

Customers had positive experiences with staff, consistently praising their professionalism, knowledge, and... See more

Service

Consumers find service to be positive, with many reviewers consistently highlighting the professionalism,... See more

Customer service

Reviewers highlight positive aspects of customer service, consistently praising the clear communication and... See more

Reviews shaping this summary

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

Had my face to face annual review with Ashley 11 June. He answered any question I had. Kept me fully informed as to how my pension was performing. I would highly recommend Burfield financial. They hav... See more

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

We feel confident with Burfield Financial Planning. The company have provided us with friendly support over several years, with advice and help on our finances. Our preferences are valued, but with gu... 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 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

928 reviews

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4.9

All reviews

(928)

69 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Thanks Burfield Team

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 :-)

10 February 2023
Unprompted review
Rated 5 out of 5 stars

Comprehensive and reassuring financial advice

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.

16 January 2023
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.

15 November 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.

9 November 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.

21 September 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.

28 September 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.

27 August 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

18 August 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

11 August 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

16 June 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

8 June 2022
Unprompted review

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