Burfield Financial Planning Limited

Independent Financial Adviser  12 Cheshire Business Park, Lostock gralam, Cheshire, CW9 7UA
First meeting at adviser's own cost
With almost 30 years in business we must be doing something right!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Savings for children
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Estate planning
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Chris Dando Dip PFS CeMap
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Peter Jenkins APFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

Accreditations
Chartered Financial Planner
What our clients say
Perfect Having had a 'near miss' with regard to my pensions I decided to look further into my situation. A little research unearthed Burfield as a good place to start. After meeting the staff at their officeI asked for them to go through the initial steps for me. This was done at no cost and once all of the information had been accrued I met with Peter and decided that I could work with Burfield with regard to bringing all of my pensions into one portfolio. Peter and Richard discussed options and ultimately we placed them all under one roof. The performance has largely met with expectations in what has been an interesting year. In conclusion, I'm happy with everything I got, I am personality lead with regard to people I have in my life and I occasionally drop in just to say hello. I am not a sociable person so this is a big statement to make. Happy, friendly, helpful and most importantly professionally competent to high standard.
Andrew, Northwich
Fast efficient , informative and pro-active. Clear concise explanations from start to finish.Kept fully informed of relevant procedures. would not hesitate to recommend.
Tony, Manchester
My Pension Fund These people are brilliant to work with. Made dealing with my pension so easy. Really good advice, you are in safe hands with them.
Andrew, Derby
Friendly, efficient service. Tailored to my personal circumstances. Would definitely recommend this company.
Helen, Middlewich
About us

Each adviser in the company has over 25 years’ experience in helping clients achieve their financial goals. Our team is at the heart of our business, and is committed to delivering an excellent customer experience for all our clients. We believe you have the right to expect value for money from us, and that is what we constantly strive to deliver.

Our services

We invest our time in you, before you invest your trust in us!
You may need help in making the right choice. Our aim is to make sure you get the very best from your retirement savings and as Qualified Retirement Specialists, with a wealth of experience and knowledge, you can be assured you are in safe hands at Burfield Financial Planning!
We are here to help you make informed decisions, mitigate tax, improve your options, increase the income you receive from your pension savings and drawdown cash in the most efficient way.

Where to find us

12 Cheshire Business Park, Cheshire Avenue, Lostock Gralam, Northwich, CW9 7UA

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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