Burfield Financial Planning Anmeldelser 

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

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 .

Excellent service. Burfield kept me updated throughout the process.

At Burfield Financial Planning, Peter Jenkins senior advisor, is statistically aware of all tax admissions that I should make. He will produce, direct and help you manage your fund administration, and the Inland Revenue. Burfield Financial Planning is an invaluable member of our household team.

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 in a clear and understandable way. I trust him completely with my finances.

Information easy to understand and a good relationship with the advisor

Excellent knowledge and understaandig of my requirements to ensure I picked the correct pension options.

Easy process to combine pensions and on ongoing support

Incredibly knowledgeable advisor who took great trouble to understand my situation before recommending a solution that met my needs and aspirations.Advice was explained very clearly and time taken to ensure I understood it.

The professionalism of this firm is overwhelming at all times - all answers and concerns are answered whereupon I always feel comfortable with any financial decisions that are taken by myself.

Honest, informative, empaththetic, understands my needs and has provided excellent guidance.

We have been clients of Burfield for approximately 20 years. We have found them to be very personable to work with and the advice and guidance given has been second to none. Myself and my wife are comfortable in the knowledge that our finances are in the hands of a professional and trustworthy organisation.

Professional, personal and friendly advice with constructive recommendations. Providing guidance for future investment, resulting in our confidence and trust going forward.

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 excellent advice and is supported by a great team.

I have been with Burfield over 6 years and would highly recommend them to any friend or relation.

annual review