Client Portfolio Portal

As a Client of Burfield Financial Planning we provide you with your own Secure Portfolio Portal. This means that you can keep upto date on all activity and information regarding the products and services Burfield FP provide for you.

  • View all your finances in one place
  • Use on any mobile or PC
  • See fund information
  • Secure messaging
  • Secure document vault
  • Security encrypted messaging

Access your personal finance portal…

Login to Pension providers using the buttons below:

Would you like to know more?

If you are not yet a client of Burfield but would like to know more please contact us on 0800 103 2500.

Clear and Transparent

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.