Burfield Financial Planning - Northwich

Clive C.

Dave Parker, our Financial advisor has been excellent - he is very helpful, always ready to assist and timely in his dealings with us. I would highly recommend him. 'Behind the scenes', there have been a couple of errors which have caused a little delay/tax implications with transactions but, to his credit , despite not being caused by him, Dave has been quick to rectify these to our satisfaction.

Joanne S.

Fully recommend Burfield Financial Planning. Keep me updated, very quick to respond to any queries I have, always very friendly and helpful and I’m very confident in any advice they provide

Michael G.

I've been working with Burfield for around 5 years now and have never had a single reason to be dissatisfied. They place you as the client at the centre of their services, and always go the extra mile to ensure the best possible outcome. They are extremely professional and friendly, and always respond quickly to queries. I would strongly recommend Burfield.

Mike H.

I have been a customer for over 8 years and continue to experience complete satisfaction with the highly professional, yet highly personal service, previously from Chris, now from Ashley and his team. Burfield has successfully placed my pension and ISA investments and continues to monitor performance to ensure maximum returns. Any query I may have is usually dealt with inside 24 hours.
I have full confidence that my investments are in safe, professional care maximising the returns for my long-term benefit.
I have recommended Burfield to many friends and ex-colleagues and they too have experienced the same levels of service and professionalism.
The staff are all very personable and always friendly and professional. Demonstrating that nothing is too much trouble really makes a difference and makes Burfield stand out as a champion of customer service.
Things have moved on in our lives and Ashley has given us fully supported and revised advice to take us forward into the next phase.
Thank-you once again for another year of great support and advice.

ian W.

Burfield have been looking after my wife and myself for several years and after we both took early retirement a couple of years ago have reassured us through zoom meetings and visits to the office that we have done the right thing even though the markets have been a little volatile in the last couple of years. I'm totally satisfied with the service from Burfield and especially David Parker. Always nice to chat with Dave and have built up a good relationship with him.

Karen H.

Peter has had the patience of a saint with the complications that I have had to go through with my company trying to get hold of my pension. I has done everything possible and always listened and given me support and guidance, which without him I simply do not know what I would have done. Peter supported by Daniel I am truly grateful for them being my Financial Advisors.

Steve J.

I’ve worked with Peter at Burfield for a few years now. Have always found his advice to be thorough and well thought through.
Review updated in 2024 to confirm that now I’ve actually reached the retirement milestone, Peter and team have provided all the advise I could have wished for, managed all the interactions with the various insurance companies and kept me informed of progress every step of the way

Shaun O.

A friend highly recommended Burfield Financial Planning based on their positive experiences of their pension services, and I have no regrets that I took my friend's recommendation.

Peter Jenkins and his team are always professional, helpful, supportive, and communicate quickly and clearly. Peter and the team also have a great depth of knowledge. They demonstrated this knowledge when they unravelled a complicated pension arrangement very much to my benefit.

Hence, I can also highly recommend Burfield and look forward to continuing the relationship over many years.