"Financial Review"

Met with my financial adviser last week.
He was very knowledgeable and update to any recent changes to both my personal financial circumstances and changes by the government in relation to allowances and taxes.
Very open to questions and suggestions.
Recommended

"Excellent Service"

Have worked with Peter since 2016. Our annual or adhoc reviews always allow us to understand how our investments are faring in the context of the state of the financial markets. He ensures he fully understands our personal goals and risk levels and any changed circumstances, and plans out scenarios accordingly.
He always follows up with thorough write-ups of our meetings and gives us the confidence that our finances are in safe hands. The support from the broader team is also first class

"Excellent very efficient service at all…"

Excellent very efficient service at all times

"A really good experience."

Having been a customer for some years now I have always had a fantastic service from BFP. Always courteous and quick to reply, knowledgeable with very good advice. My pension has recently been transferred to a different administration and they have kept me fully up to date with the progress from start to completion. It's really nice when a company contacts you and keeps you in the loop rather than you having to do the chasing. Thank you.

"Friendly helpful and comprehensive…"

Friendly helpful and comprehensive discussion of our pension needs and the performance of the fund

"Thorough and In-Depth Service"

As always, the service from Burfield is excellent. The investment is performing well, but moreover, the in-depth explanation and individual attention that is given is superb.

"Always infomative talks with daniel"

Always infomative talks with daniel

"Pensions Advise"

Just to say a Big Thank You to David , Daniel , Louis and the rest of the team for their help and advise with my recent private pension arrangements.
They kept me informed of every stage of the process with their professional approach that lead to outstanding service being provided.

"Great professional service from a well…"

Great professional service from a well informed advisor.

"Friendly and expert pensions advice"

I had approached a number of companies prior to contacting Burfield to get pension advice. I rejected them all as I felt the service wasn’t personalised to my requirements and I doubted whether I would get value for money. I was introduced to Burfield by a friend. I called them to explain how I felt about poor experience with other companies and found that they were entirely understanding of my point of view and willing to help me see what value they could add to my pension requirements before asking me for any fees. My main challenge was how to manage the funds from two legacy defined contribution schemes alongside a current scheme. I had several meetings with David Parker about my retirement aims and how best to meet them. David was approachable and friendly. He patiently listened to me. He presented the range of options available to me including some I hadn’t considered. One of the options I hadn’t considered turned out to be the best option for me. Everything was documented in detail and explained when I wasn’t clear. I was given all the time and space I needed to make my decision on what I wanted to do. David then detailed the whole transaction process to me and the team at Burfield kept me updated on progress with the transaction. I am delighted with the process of dealing with Burfield, and the outcome. I became comfortable with the fees charged and at the end of the process I was happy that they represented value for money when I look at the outcome achieved. I am delighted that Burfield were suggested to me as a company who can provide expert and friendly advice and pension purchasing services. David was a great person to deal with and should I need further pension guidance in the future I will be using Burfield .