Burfield Financial Planning

Financial Operations and Advisory
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633 reviews
Overall Rating
Customer Reviews about

Burfield Financial Planning

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K Whalley

5.00/5.00

"Clear and concise information with a…"

Clear and concise information with a personal touch

07/09/2024

Roderick Munro

5.00/5.00

"Great Listening"

Great Listening. Understand the Client. Great advice. Well executed.

21/08/2024

Mr Alan Beech

5.00/5.00

"Great Company"

Year on year brilliant service provided by Peter Jenkins. Review is carried out in a very professional and detailed manner. If I ever need to speak to Peter during the year he is always available

07/08/2024

Paul Read

5.00/5.00

"Expert advice presented in a simple to understand manner "

Burfield took the time to fully understand our financial position, consider our needs going forward and provide expert views in a straightforward manner on the options to consider. I cannot fault any of the advice they have offered us over an eight year period.

30/07/2024

JB

5.00/5.00

"personal and tailored advice "

I always feel that I receive personal and tailored advice and information. I completely trust that my investments are handled with my best interests at heart.

I feel I can approach you at any time for honest sound advice, which is reassuring.

30/07/2024

Andrew King

1.00/5.00

"Your out-of-date website has wasted my time"

I signed up for a Pension Review with Pensions Advice UK. Page on their website: /free-pension-review/, title: Do you have £15,000
or more of Pension Savings? The page clearly states that you need £15000 or more to request a call back with an expert. One week later and nobody has contacted me. Upon calling them I was told I didn't have enough to qualify for a review with one of their experts. I explained that THEIR website clearly says anything above £15000 will qualify, she said "the website needs/is being updated". Thank you for wasting my time.

29/07/2024

Allan

5.00/5.00

"All information clear and concise"

All information clear and concise, easy to understand. In and out in half an hour. Mt kind of review.

17/07/2024

Ms A Bletcher

5.00/5.00

"Excellent service"

Excellent service. They made things easy to understand and I felt they spoke with honesty and openess

09/07/2024

John Wright

5.00/5.00

"clear financial advice"

Clear, concise information and explanations provided by Ashley

09/07/2024

pam burgess

5.00/5.00

"as always Ashley was informative"

as always Ashley was informative, was aware of my financial needs / wishes and able to explain things i was struggling to understand. First rate

29/06/2024
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