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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C. Clough

5.00/5.00

"Excellent Pensions Advice "

Over the last two years I have been consulting with Burfields around planning towards retirement. This became a reality this year, as my circumstances changed. Over the process of creating a pension there were a number of a number of unexpected challenges thrown up. In the absence of clarity or urgency from the company holding my pension fund the Burfield team clearly went the extra mile to research, double check and provide invaluable advice. As a result I couldn’t be happier, as the projections proved to be spot on.

I would like to thank the team for their hard work and excellent communication. In particular I’d like to recognise David Parker who has been brilliant throughout the whole process - patient, approachable, knowledgeable and nothing seemed too much trouble.

I cannot recommend Burfields highly enough - thanks once again !

08/06/2024

Clive Wilkinson

5.00/5.00

"A Quality, Customer focused Financial Planning Organization "

I have been with Burfield Financial Planning for a number of years now and have ALWAYS found every member of staff helpful, professional and nothing is too much trouble.
I would recommend Burfield and their financial skills/ knowledge to anyone seeking market leading financial planning.

07/06/2024

David Hughes

5.00/5.00

"Fantastic Company "

Fantastic, so polite, so professional and so prompt. It’s almost as if you are as important as anybody, even you’re not rich. They treat you as if you are.

07/06/2024

Karen

5.00/5.00

"Excellent service"

Excellent service. Professional, friendly and approachable. Easy to contact and quick response. Would recommend.

10/05/2024

Mr Beattie

5.00/5.00

"Great advice in a friendly and informal…"

Great advice in a friendly and informal way of keeping you up to date of your pension

01/05/2024

kevin hodson

5.00/5.00

"Helpful and informative "

Ashley my financial advisor very personal and very informative.The website is very informative and easy to navigate Burfield have been very good with my finances and would recommend

18/04/2024

Tracy Jefferies

5.00/5.00

"Excellent customer service at every contact "

Burfield really get to know their clients, so the advice and guidance given is pertinent and absolutely relevant to the individual. I very much value this advice to guide me through the year and ensure I am making the right decisions for me. Excellent customer service every time I have contacted the company.

12/04/2024

Chris Cole

5.00/5.00

"The level of customer service is outstanding"

The level of customer service is excellent, and the time taken to explain the complex issues associated with multiple pensions has been superb.

07/04/2024

Craig

5.00/5.00

"Pension support "

I did a lot of research before approaching BFP for pension advice and they certainly live up to their 5 star rating. Very helpful, thoughtful and they listen carefully and provide good support and advice by sharing their views and insights without any pressure. I would certainly recommend them as someone who should be considered and in particular David Parker who has been extremely helpful and patient in helping me on my journey.

03/04/2024

Mr. Airey

5.00/5.00

"Open and honest"

There is always a detailed breakdown of my investments in addition to a healthy discussion about the previous year and the years ahead.

29/02/2024
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