Burfield Financial Planning Limited

Independent Financial Adviser 12 Cheshire Business Park, Cheshire Avenue, Lostock Gralam, Northwich, CW9 7UA
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th December 2019
With almost 30 years in business we must be doing something right!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • Savings for children
    • Estate planning
Meet our advisers
Chris Dando Dip PFS CeMap
Independent Financial Adviser
Peter Jenkins APFS
Chartered Financial Planner
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
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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