Burfield Financial Planning - Northwich

Address: Suite 4 No 1, Burfield Financial Planning, Royal Court, Gadbrook Park, Rudheath, Northwich CW9 7UT, United Kingdom.
Phone: 8001032500.
Website: burfieldfp.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 45 reviews on Google My Business.
Average opinion: 5/5.

Location of Burfield Financial Planning

8001032500

Burfield Financial Planning is a reputable financial planning firm located in Northwich, United Kingdom. The company's headquarters is situated in a convenient location at Address: Suite 4 No 1, Burfield Financial Planning, Royal Court, Gadbrook Park, Rudheath, Northwich CW9 7UT, United Kingdom.

Burfield Financial Planning specializes in providing financial planning services, and their team of experts is dedicated to helping clients achieve their financial goals. Their expertise includes pension planning, investment management, inheritance tax planning, and protection planning. With their extensive knowledge and experience, clients can trust that they are in capable hands.

One of the unique features of Burfield Financial Planning is their flexibility in providing services. They offer both online appointments and onsite services, making it convenient for clients to schedule meetings that suit their needs. Additionally, the company's offices are wheelchair accessible, with designated parking spaces and restrooms available for individuals with mobility challenges.

Burfield Financial Planning has received excellent reviews from clients, with 45 reviews on Google My Business and an average opinion of 5/5. These ratings demonstrate the company's commitment to providing exceptional service and building long-lasting relationships with their clients.

When searching for a reliable financial planning firm, it is essential to consider several factors. First, consider the firm's experience and expertise in the specific area of financial planning that you require. Burfield Financial Planning's team of experts has extensive knowledge and experience in various areas of financial planning, making them an excellent choice for clients.

Second, consider the firm's flexibility and availability. Burfield Financial Planning offers both online and onsite services, making it easy for clients to schedule appointments that work with their schedules.

Third, consider the firm's reputation and client reviews. Burfield Financial Planning has received excellent ratings and reviews from clients, demonstrating their commitment to providing exceptional service.

Reviews of Burfield Financial Planning

Karen Hull

5/5

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.

Rich

5/5

I’ve been with Burfield for several years now and can highly recommend them. Always available for sound financial advice whenever needed and with a competitive and fair fee structure.

Mike Humphreys

5/5

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.

Steve Jones

5/5

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

ian wilson

5/5

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.

Shaun O'Donnell

5/5

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.

Peter Ward

5/5

Over 10 years, I’ve been given well considered advice, honed to my personal circumstances. The team are professional, efficient and well informed. I continue to enjoy a high level of confidence in this company.

Arnie Mckeating

5/5

Simply the best to deal with & they make it clear to understand and plan your future!!