Plan

Financial Planning And Advice

The directors of Burfield Financial Planning Ltd, Chris Dando and Peter Jenkins established the company with the belief that professional financial advice can add significant value to individuals, and considerably enhance their retirement plans. Whilst focusing on retirement, we provide a full range of financial solutions to both individuals and businesses alike.

30 Years Experience in Delivering Excellence

The Directors of the company each have over 30 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.

Tailored Financial Planning And Advice

Tailored, impartial advice for all your financial needs. Our advisers can offer detailed guidance on a wide range of concerns. You might be looking to invest an unexpected windfall, preparing to launch a new business or just in need of a quick financial tune-up. Whatever you’re looking for, Burfield Financial Planning can provide experience and know-how to help you to achieve your goals.

Qualified Financial Planning

Our Financial Planning Experts are qualified to provide you with independent financial planning advice.

Personal Finance Society - Burfield Financial Planning are Members and Adhere to the code of ethics for financial advisers, Cheshire Based Burfield FP Middlewich

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Burfield Financial Planning provide a high quality professional financial planning service. We offer a clearly defined service, transparent fee structure and an effective service proposition.

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Latest News From Burfield

Are you one of the many people in the UK literally losing thousands of pounds each year without knowing it?

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NO one ‘likes’ wasting money… When it comes to saving a few quid a year many people will bargain for the best deal. After all, it would be daft not to. There are some great online web sites that make it really easy to save a few pounds on our…

2018/19 tax change – New initiatives you need to know

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2018/19 tax changes New initiatives you need to know It’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us, and a raft of new changes have come into force. The good news is that the overall tax burden is little changed…

Deciding what to do with pension savings – even if you’re still working

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Financial freedom Deciding what to do with pension savings – even if you’re still working It might seem like a far off prospect but knowing how you can access your pension pot can help you understand how best to build for the future you want when you retire. On 6…

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0800 103 2500

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Investment Experts

Whether you’re looking to invest a lump sum or start paying into a regular savings plan, our advisers can offer expert, personally tailored advice to help optimise your income and ensure your investments stay on track.

Our advisers can offer expert assistance on:

Investment Planning
Investing for Income
Investing for Growth
Investing for Retirement

Free initial consultation

When you use Burfield Financial Planning, you’ll have the opportunity to have a free, no-obligation initial telephone consultation, allowing your adviser to understand your investment goals and paint a clearer picture of your options.

Investing your Retirement Lump Sum
Investment Bonds
Ethical Investing
Tax Efficient Investments

Impartial investment Advice

Over the lifetime of your investment, you could be £1,000s better off if you have expert, impartial investment advice to help you make the right decisions.

Make the right choice!

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0800 103 2500

Insure…

Insure and be prepared…

When crisis strikes, the last thing we want is to add financial struggles to our list of concerns. None of us can predict the future, but there are ways to prepare for it – such as setting up financial protection for eventualities such as critical illness, redundancy or death. These measures can make all the difference to your loved ones if for any reason you’re no longer able to provide for them.

Finding the right policy

There are a number of life insurance and protection policies available, and the terms and costs can vary considerably. When you speak to one of our Independent Financial Advisers (IFAs), they’ll be able to analyse your circumstances, establish your priorities and carefully explore the whole insurance market to find the best value quotes for your needs. They can also offer expert advice on avoiding common pitfalls, as well as any additional support you might be eligible for.

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Retirement

Look after your pension

Your pension is a valuable asset, it may be the biggest fund of money that you ever have. There are a number of questions that you will need to address when you are thinking of taking your pension benefits. One of our advisers would be happy to answer any questions you may have. They will make sure you understand your options and provide a report explaining the suitability of their advice.

Get the best advice

When the time comes to prepare for retirement, deciding how you want to draw an income from your pension is one of the most important decisions you’ll make, so make sure you get the best Retirement and Pensions Advice.

Most people choose one of the two principle methods of drawing a retirement income from your pension savings – purchasing an annuity or taking an income drawdown. The decision you make will depend on a variety of factors – including the size of your pension fund, your personal priorities and the level of risk you’re willing to take.

Don’t Lose Your Pension Savings

A 2014 study by the Financial Conduct Authority (FCA)…
…concluded that around 80% of retirees lost out on £1,000s in income by failing to explore the market before making a decision. An independent financial adviser at Burfield Financial Planning can offer invaluable assistance in getting the best value for your savings. Get Retirement and Pensions Advice today!

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0800 103 2500

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