Burfield Financial Planning Anmeldelser 

I am at the stage in my life where pension performance has become my main concern. Having Burfield review my situation gives me hope that we have chosen the best pension solution for our future needs. Burfield Financial Planning Platform is a great hub or storing information and providing an efficient communication hub.

Yearly financial review.
A very informative and professional description of where my financial status is up to. They are all ways there to answer any questions on any financial matter. Great service

Great online correspondence and yearly call is excellent

Having an On going relationship with the same advisor makes things much easier as they understand the needs and requirements I have. In between reviews the company is always quick to respond to messages on the portal and I like the news updates which I receive on email which I find useful and informative.

Ashley is always very helpful and explains everything clearly. They are a friendly company with good communication and excellent customer service.

As per all review meetings with Burfield, again the service received from Ashley was excellent. Friendly and helpful goes without saying. Ashley's knowledge is second to none, clearly he spent a considerable amount of time researching mine and my wife's requirements in retirement. Not only aware of the market and sector benchmarks and trends, but he knows his customer. This was demonstrated in that he answered all my pre-meeting questions, in his own presentation. Further, I had an issue with tax, and this also was explained and resolved. The office was clean and tidy, a very pleasant environment.
Thank you again Burfield, Ashley and the support staff clearly all doing a great job.

Burfield, and especially my personal advisors are fantastic - They're stewardship of my accounts has allowed me to retire 10 years earlier than I originally thought a few years ago. Since being with them from 2017 I have valued their advice 100% - May the next 30 years be the same.

Burfield are very good at what they do been with them a long time asley gives good advice as they all do

Very good advice given in an easily understood method , friendly advisor

Ashley Clarke always explains very clearly and is a patient man. Thank you

This was my first time seeking financial advice, my experience with Ashley at Burfield was really positive. The initial telephone consultation and the on site office meetings helped me to visualise options and understand what would be the best fit for me and my family.
The team are easy to contact even over minor questions and I am already benefiting from having all of my legacy pensions in one place invested in two well performing funds (based on historic data).
Future tax planning options have been discussed and I have the ability to discuss in more detail prior to the end of the tax year.
I would highly recommend Burfield as they explained my options in an easy to understand manner, and we had open and honest discussion around fee's for the great service provided.

Top financial advice and no ridiculously high charges. Need advice on finances, investments and especially pensions you'd be mad to not have an initial meeting with Burfield.

Patient, thorough, explanation, listening and advice at review.

Great knowledge of my finances and advice presented in a friendly and professional manner. As always, the advice was tailored to my finances and improving my situation.

I liked David Parker's approach, relaxed, informative, understands markets and risks. Back up team are superb, Daniel Kelleher is very helpful and experienced. Overall in good hands.

Burfield provide an excellent face to face service and I can access detailed up to date information on my investment via their portal at any time. I have confidence in the service they provide.

Clarity and sound guidance and implications is always welcome from Peter

Extremely detailed report before my annual review and then the review was highly personalised

I have been with Burfield for 7 years and find them Professional and helpful, I am not wealthy but were great sorting my work pensions and keeping me informed.

Peter was, as always, friendly and informative. We left with a good positive feeling about our financial situation.