Burfield Financial Planning レビュー 908

Strong understanding of my requirements.

I have been with Burfield Financial Planning for 9 years, I was impressed from my first meeting, listening carefully to my situation and producing a report very specific to me (other companies clearly just cut and paste names and amounts). If I have questions they are always answered promptly or with a call, in a cheerful and helpful manner. I have recommended Burfield Financial Planning to several friends and all of them are also impressed with their advice and guidance.

Professional & reliable advice which is also given with an understandable manner.

Professional & patient personnel. Their friendly professional approach enables ease of effective communication, and their ability of explaining financial terms so they are clearly understood facilitates informed decision making.

As always, just completed an excellent annual review with due consideration taken to the wider context, risk, targets, and the consolidation of our current position. Actions already underway (and some completed), providing great confidence in the portfolio position for the future

I find Burfield give excellent advice little to no risk to myself the only thing would make them excellent would be to see me in my home, but I don't mind the short trip to Northwich.

I have been with Burfield financial planning for several years and I can’t recommend them highly enough. I am very ignorant when it comes to finances and Burfield, and in particular, David Parker have been amazing.

David has the patience of a saint and explains absolutely everything in terms he knows I understand. Their friendliness, professionalism and up to the second knowledge is perfect for me.

Thank you Burfield

As always, Peter delivers succinct balanced advice that prompts us to take action to make the most from our pension funds.

Peter has taken time to truly understand what makes us tick as individuals and as a couple and has an innate sense of our attitude to risk making conversations thought provoking but never risky.

David Parker always takes the time to fully understand my circumstances and plans and works with me to tailor the right solutions.

Burfield FP continue to provide excellent advice in all personal finance matters, guiding me through often complex issues and choices with patience and empathy. Their attention to detail is impressive as is their customer service and responsiveness.

Great service highly recommend recommended. First class advice great support very helpful.

We have a very professional, yet “easy” relationship with Burfield whom we chose because of their proximity to home when we had monies to invest. We had an informative and friendly introductory consultation with Dave Parker who has since been our financial advisor. Our affairs are not especially complex, but we have been well satisfied with the management of our savings and have grown to respect we have a mutual understanding of our needs and aspirations.

They make investment simple for lay peopke like myself to understand. They clearly explain the risk factors assiciated with any investment and are very clear about their charges. All in all a very good experience

Always a pleasure to meet up with the team at Burfield.

David is always on top of my personal needs & ready with a solution.

Everyone we deal with at Burfield is really helpful, friendly and knowledgeable. Over the years we've seen our savings and pension have grown so well thanks to the sound advice. I cannot recommend Burfield highly enough.

great service and a great adviser dave parker is great at his job

I worked with Burfield over a 10 year period. Mostly with David Parker.
Dave was instrumental in guiding me through the options and we ultimately ended up with a plan I was very happy with. The back office is great too.

As always puts you at ease and feel secure that they are looking after my interests

We've used Burfield FP since we made the decision to withdraw our pension fund and invest directly. The whole experience has been positive and our advisor Peter Jenkins carefully took us through the whole process and over the years the level of documentation and information on offer from the Burfield FP platform ensures decisions we make are matched against our risk appetite, coupled with Peter's planning advice and ongoing client relationship. With the recent budget changes, Peter has been a steady hand with advice and the impacts, avoiding any knee-jerk concerns we might have had. It's a trusted and compelling experience using Burfield FP.