Chris Dando
Job Position
Chris is the founding director of Burfield Financial Planning and has worked in Financial Services for over 30 years. He became Independent in 2001 and is one of the firm's pension specialists. Chris’s work is focused in the Retirement and Investment markets, but is also responsible for Compliance, Anti-Money Laundering, and driving the “Treating Customers Fairly” policy throughout the business, (as well as running things on a day to day basis!)
Pete Jenkins
Job Position
Peter is a director of Burfield and a Chartered Financial Planner. He has 30 years of financial services experience and has spent the last few years specialising in the “At Retirement” market. Peter is our Pension Guru. He has an enviable ability to explain complex issues in understandable ways. As well as dealing with a range of clients personally, he gets involved in all the defined benefit schemes the firm deals with as an expert in this area.
Lucy
Job Position
Lucy is one of the apprentices here at Burfield. She is always very helpful and friendly. Her main role is to assist the Client Review team whilst studying for her Level 2 Business Administration.
Sue
Job Position
She is our contact manager and is one of the team members that makes the initial calls to customers to see how we are able to assist with pension enquires. She has now been with the company for nearly two years and will be starting to work towards a level 4 qualification later this year.
Cadena
Job Position
She has a wealth of pension knowledge and is in charge of ensuring your experience with Burfield is as smooth and trouble free as possible. Cadena runs the office and makes sure everyone is singing off the same hymn sheet!
Richard
Job Position
Richard is one of the original crew and has seen the company develop quickly over the last 3 years. Now responsible for providing the ongoing service to our clients and building a team to deliver a first class service.
Dan
Job Position
He deals with your pension provider to collect your policy information, he will be the one to update you during this part of the process.
Andrew
Job Position
- Andrew joined Burfield Financial Planning from a very respected National Asset Management firm with 10 years of expectance in the finance industry. His role is to welcome new clients to the Burfield Service as a member of the Client Engagement team.
Laurence (Monty)
Job Position
Laurence joined Burfield straight from college with the intention of becoming an experienced individual in the financial field. Laurence works in the Service Department, helping to look after Burfield’s client base, and is currently being trained in the IT area. Forever helpful and always friendly, Laurence is a valued member of his department.
Ashley
Job Position
Ashley started his career in financial services as a mortgage and protection adviser with a large high street bank. After a number of successful years, he sought to developed his career by completing his level 4 qualification in financial planning. He particularly enjoys the retirement aspects of financial planning and is intending to study of his advanced pensions qualifications in the near future.
Ian
Job Position
Following working in advertising since leaving school, Ian had a career change and became an IFA in 2015 - He has since qualified a Pension Transfer Specialist and has a keen interest in Defined Benefit and Occupational Pensions. He is an avid football fan, although his spare time is mainly taken up by his three young children and his dog!
Kathryn
Job Position
Kathryn is very conscientious in all work that is put in front of her and is here to ensure that your new business case runs as smoothly as possible. You will have no worries at all, as you will be kept up to date from start to finish!
Dave
Job Position
David joined Burfield having previously worked for a well respected IFA practice in the Northwest. He has worked in financial services since 2008, initially for a major high street bank before moving into any advisory role in 2014.
Lisa
Job Position
As part of the main client contact team, Lisa ensures that your first contact with Burfield is a pleasant experience from the offset. Lisa’s key role is to build relationships with any prospective clients to ensure that the road ahead is as smooth and efficient as can be.
Ursula
Job Position
Ursula has worked in financial services for over 7 years and is a valued member of our New Business Team. Her role is to ensure your experience with Burfield is a positive one. She will liaise between the various parties to provide a smooth and pleasant journey, whilst keeping you updated on progress.
Jon
Job Position
As a member of the adviser support team, Jon is responsible for assisting advisers in the writing and compiling of suitability reports as well as providing generalist technical support. He also provides a valuable oversight of the annual review processes. Jon is level 4 qualified and is working towards Chartered planner status.
Luke
Job Position
Luke works within the Client Review team writing annual reports, ensuring that clients receive the excellent service that Burfield is known for. He is currently studying towards his level 4 qualification in financial planning.
Chloe
Job Position
Chloe works in the New Business team and loves a challenge! She is flexible, adaptable and very keen. Chloe’s main role is to assist with the processing of New Business.
Naomi
Job Position
Naomi is one of the apprentices here at Burfield. While her main role is to help out the New Business Department, she is also studying for her Level 2 in Business Admin.
Zoe
Job Position
Zoe is a member of the service department and provides support and an ongoing service to our clients using the Personal Finance Portal. Zoe has gained her vast experience having previously worked at both O2 and Comms-Care providing customer support.
Oliver
Job Position
Oliver is a member of the New Business team. He is a highly motivated and hardworking individual who relishes a challenge. Oliver is continually increasing his knowledge within the financial services industry, with his long-term ambition to become a financial adviser in mind.
Georgina
Job Position
Georgina is Burfield’s most recent apprentice, studying her Level 2 Business Administration. Her main role is to help the Client Engagement team together with general administration.
