Burfield Financial Planning Anmeldelser 

All the members of Burfield I have had the pleasure in dealing with over the past coulple of years have all been very friendly and very helpful.
In particular, Peter Jenkins who has put up with all my daft questions and been very patient in explaining things in detail to me.
I would definitely recommend Burfield.

An excellent experience involving comprehensive discussion of my requirements and a clear demonstration of my options. Communication was also great throughout the whole process. I would fully recommend anyone to use Burfield’s services

Knowledgeable and friendly advisor who takes the time to understand our financial planning needs in detail and present options with pros and cons.

Always kept informed through each step and always received prompt support whenever we had any questions.

Great engagement with Burfields from initial contact to ongoing management. They really get to know you and understand your needs explaining everything along the way so you understand and can make informed decisions. Great to work with!

Peter is extremely knowledgeable and experienced in financial planning. He is very personable and thorough in explaining information. With his advice and recommendations I am in a strong position to retire when the time comes.

Daniel was very calm and helpful.
Relayed information asked for and gave interesting conversation and advice

Thanks

Yet again David and Burfield have delivered. Our annual review was delivered on time, and all explanations were easy to understand and made absolute sense. The documentation is clear and accurate. David makes a complicated subject easy to understand. We are so grateful to him and the team - and we feel our financial further is in good hands.

Good face to face meeting with Brad. Explained how the account management will work and good ideas for a future meeting.

I had an excellent experience with my financial advisor from start to finish. They helped me move my pension smoothly and made what could have been a complicated process feel straightforward and stress-free.

Throughout the entire process, they kept me informed every step of the way, ensuring I always knew what was happening and what to expect next. They took the time to explain everything clearly, at a level I could easily understand, without ever making me feel overwhelmed.

Their professionalism, knowledge, and patience gave me real confidence that I was making the right decisions. I really appreciated their honest advice and excellent communication. I wouldn't hesitate to recommend them to anyone looking for a trustworthy and supportive financial advisor.

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 have been looking after my pension investments since 2016. They have consistently given first class service and obviously have my full trust. Highly recommended.

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 guidance and planning our future feels more secure.

Honest, reliable, prompt, up front. Nothing is too much trouble - first class all round

Review handled very well by Ashley , everything explained clearly and in detail, review not rushed in any way. Facts and figures and forward forecasts clearly explained.

Always open and honest,great advice and informative.

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
I cannot commend them enough.

I have been with Burfield for 10 years Professional and very easy to chat to . My financial advisor is Ashley ,he is a great asset to the company Anyone thinking of investing their money with Burfield will be very pleased

I have been using Burfield to manage my pension fund for almost 10 years and have always found them professional, knowledgeable and very accessible. My advisor, Dave Parker, is always available if I have any questions and provides very comprehensive and informative pension review documents that he explains fully. Thank you.