Burfield Financial Planning Reviews 924

Recently had our annual review which was so useful. It's great to get an objective view of our finances by a professional. We now feel far more relaxed about our financial situation and I find this always happens after our annual review. We get great advice and always feel our boat is being steered in the right direction.

Knowledgeable. Helpful. Insightful.

I was clearly able to understand how my Prudential fund was coping during the unprecedented COVID crisis and now the Russian war with Ukraine. It was therefore a reassuring surprise to discover that the fund managers have been very skilful in ensuring that the fund performed well even under these sets of difficult circumstances.

Informative and helpful

Having recently retired your company has been transferring my works pension into prudential there was a few holdup’s duo to my employer not notifying of my retirement, but I was kept informed all the way with regular updates, it is now completed, very pleased with your work on this matter,

Burfield were recommended by an acquaintance and I've been extremely pleased with the personal attention to my circumstances and having complex financial matters explained with non-financial jargon, making it easier to comprehend and providing a level of clarity and understanding that I was previously struggling with. I feel that if I recommend them too highly I might lose some of the personal attention. :-)

Outstanding client service from David Parker. Excellent communicator and the advice is excellent ( even if at times I don’t like it ) . Total integrity at all times . A really personal experience and I can trust David and Burfield without question. I treat David as confidante in all my financial and (most) personal matters . A true “Consultant “ in every sense of the word. I would recommend David and Burfield in a heartbeat

My advisor is extremely patient with me, answers all questions and will go away for further research where needed. Certainly never pushy and always impartial. Highly recommended

Excellent service provided by Ashley again.

I have used Burfield's services for many years now and continue to receive a first class service.
The last annual review just completed was as helpful as always with a UK property sale imminent and the fact that I reside in Spain.
I would not make any major financial decisions without consulting David and his excellent team.

Ashley was very helpful. I don't really know a lot about stocks and shares. He explained everything to me and advised what was best for me. They contact me yearly and I know I can contact them should I need to.

Excellent as ever, early notification of annual review, plenty of options in terms of date and time, pre-meeting report sent well in advance, meeting on time and clear and concise review/advice given followed by full email write-up.

really nice to talk to and good advice would totally recommend

Honest pragmatic appraisal, good people to have on your side.

David Parker couldn't be more helpful, especially for a person like myself with a very limited knowledge of investments/pension plans. He patiently explains things in simple terms, when required, and nothing is too much trouble.

Excellent and trusted advice from David at Burfield. I've been a client for 3 years now.
I would highly recommend.

This company is extremely professional and a pleasure to deal with. They are also with you for the long term. I only wish I'd been introduced to the earlier. I would not hesitate in recommending them.

Excellent, David has been great and is always aligned with what I want to know

Good advice and well explained so every day people can understand

Excellent service from Peter Jenkins. I wouldn't hesitate to recommend. Friendly, well-informed, transparent, invaluable advice.