Burfield Financial Planning Reviews 

Extremely helpful and clear advice on different pension options.

I've been retired for almost 12 months but continue to leave my pension invested therefore it is vital my it continues to grow in order to provide the lifestyle we are accustomed to. Ashley Clark at Burfield undertakes an annual review to ensure my pension is fit for purpose. In addition Ashley has offered guidance relating to my ISA investments which are not handled by Burfield to which I'm extremely grateful.

Knowledgeable and friendly. Quick to action requests.

We have been using Burfield Financial Planning for ten years and have been very happy with the service and advice we have been given.

I have been a Burfield client for many years. They have assisted wonderfully with my pension and investment needs as I transitioned from employment into retirement. Ashley Clark always goes the extra mile, providing a detailed analysis of my finances, and works 'outside the box' in terms of market advice, and help with external products. Very friendly, and I would have no hesitation in recommending him and Burfield to any relation or friend.

All very professional and explained very well. Always hives honest and unbiased opinions. Never any hard selling just facts and figures for you to make your decisions.

Always been helpful and friendly nothing is too much trouble always great advice and explained in a way that's easy to understand

The staff at Burfield are polite considerate and caring , down to earth people with excellent advice. If you come off the tracks they will take the time and use all their energy to put you back on.
Brilliant service.

Been with Burfields for many years now and the service has always been excellent, I have no hesitation in recommending them to anyone who needs financial guidance..

I feel very reassured after my annual reviews and everything is explained in a way that is relevant to me.

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

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

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.

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.

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

Clear, concise information and explanations provided by Ashley

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

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 !

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.

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