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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Robbie Reddick

5.00/5.00

"Burfields of Middlewich"

Very friendly...very helpful...very relaxed...small company good atmosphere with good advice...

29/07/2016

Stephen C

5.00/5.00

"Very friendly & efficient service"

I do not have much to say except that the team all treated me in a very good manner & were very helpful & patient with my enquiry & have supported me with all my financial decisions.

29/07/2016

Ian Macdonald

5.00/5.00

"Very helpful"

From start to finish everything was explained in simple terms. The advice given was accurate and made the whole experience easier to understand.

29/07/2016

Chris Ranford

5.00/5.00

"Find my pension schemes"

Sorted my pensions in a very professional way no fuss and kept me informed all of the way . I will recommend burfieldfp to friends and family without hesitation

29/07/2016

David Woodall

5.00/5.00

"Show me the money."

Using your company as been a great experience for me, you managed to locate a pension that I had paid into has a youth and had never been able to find myself and amalgamated it with another two, and set up a new pension fund for me. Not only this but you gave me a nice tax free bonus also, I was very impressed with the professionalism but also the personal service I received from Frank and I would certainly recommend your service to others. D W.

29/07/2016

Alec Hawkes

3.00/5.00

"Reasonably good."

Burfield are okay, though many of their advisors refuse to speak in plain English. They talk mostly in jargon, despite repeated requests not to. This is frustrating and somewhat irritating. Eventually, if you keep on at them, they do speak in layman's terms.

28/07/2016

William Smith

5.00/5.00

"Good communication and attentive"

Dealt with other financial advisors before Burfield and I wasn't impressed with them. Burfield are good communicators and attentive. I felt at ease and safe through the whole process of transferring my pension. I would recommend this company.

28/07/2016

Linda Errington

5.00/5.00

"Friendly professional"

Highly recommend these to anyone very happy with they advice they are extremely helpful nothings a problem and they explain everything without the jargon ... Linda Errington

28/07/2016

Leonard Lewis

5.00/5.00

"Professional and courteous service"

Burfield provided an excellent detailed analysis of my private and state pensions and reviewed the different options available to me. This included a previously unknown option to access one of the schemes early on my 60th birthday without penalty. They have subsequently facilitated the transfer of one low performing fund to a cash account which has allowed drawdown of cash over the last two years, all of which has been done to a plan to minimise exposure to higher tax rates.
I am happy to recommend their services to anyone wanting to sort out their pensions.

28/07/2016

Paul Bedford

5.00/5.00

"Burfield fixed it for me"

Having been unaware of the state of an old pension scheme or even where to find who held it I worried it was lost. However, Burfield not only found it, but advised me without any pressure or expectations. Communication was excellent throughout and continues to be informative and helpful. I opted for their services fully aware of the costs, but also aware of the additional help and adjustments that have been made to my pension. I am very happy.

28/07/2016
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