Burfield Financial Planning Anmeldelser 

Very well explained over phone

Ashley is knowledgeable and empathetic. He offers options for financial planning and provides easily understandable explanations of these based upon my individual circumstances.
I thoroughly recommend Burfield!

I have been using Burfield Financial Services for many years and have always found all advice very good.
I enjoy my conversations with my adviser and the very current advice and future investments.

Ashley is very friendly and explained everything that you want to know and is a very likable person to be around.

dave parker made it so easy for me to understand my pension reviews. also always gives me very sound advice.

From an initial contact some five years ago I have received ongoing advice in continuing to grow an undrawn pension which if not required will pass to our children and we are confident that Ashley at Burfield will provide that much needed continuity in that succession. In the meantime I value the annual meeting to keep me appraised of nursing my funds through volatile times.

David was very professional and thorough in my review meeting.
He is patient and explains the market changes well.
He knows the options that would be of benefit to me and what to avoid.
It is good to have the face to face meeting.
Although President Trump put a downer on my assets!

Informative and friendly service.
Used easily understandable language avoiding jargon and acronyms. Financial products explained fully and whole process ran smoothly from start to finish

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