Burfield Financial Planning

Money & Insurance
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633 reviews
Overall Rating
Customer Reviews about

Burfield Financial Planning

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DB

5.00/5.00

"Like part of the family "

Burfield is a brilliant company do work with, our Advisor, Dave is incredibly knowledgeable, helpful and understanding. He is like part of the family.

18/02/2025

Mr Underwood

5.00/5.00

"Thorough and comprehensive Annual Review"

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.

14/02/2025

SB

5.00/5.00

"Excellent communication and customer service "

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

08/02/2025

R.Montgomery

5.00/5.00

"Annual reports "

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.

31/01/2025

Andrew

5.00/5.00

"Excellent management of my finances. "

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.

02/01/2025

JohnC

5.00/5.00

"Supportive and professional in all…"

Supportive and professional in all respects

19/12/2024

Mark Kemp

5.00/5.00

"Ashley is a genuine nice fella."

Ashley is a genuine nice fella.

05/12/2024

Dyfed Roberts

5.00/5.00

"The personal & friendly service…"

The personal & friendly service provided by Burfield is, in my opinion, extremely professional - I am confident that my investments are safe in their hands

28/11/2024

Paul

5.00/5.00

"Great communication from teh team at…"

Great communication from teh team at Burfield. Clear explanation provided makes the whole pensions process really easy to understand.

27/11/2024

Mark Davenport

5.00/5.00

"Burfield financial planning"

Comprehensive, no nonsense and actionable advice given.

26/11/2024
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