Burfield Financial Planning

Burfield Financial Planning We invest our time in you, before you invest your trust in us! We are retirement and financial plann

Retirement 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.

Could you have been underpaid the State Pension?HMRC estimates that affected women could be owed an average of £5,000 ea...
25/10/2024

Could you have been underpaid the State Pension?
HMRC estimates that affected women could be owed an average of £5,000 each! Read More: https://loom.ly/C9PLBQ8

These letters are being sent to women who have taken time off work to raise children since 1978, following the identification of underpayments in the

The cost of early withdrawal from your pensionSee how retirees are impacting their financial future by accessing pension...
11/10/2024

The cost of early withdrawal from your pension
See how retirees are impacting their financial future by accessing pension pots too soon Read More:
https://loom.ly/YYsLs-k

Furthermore, early withdrawals may indicate insufficient financial planning or awareness about the benefits of delaying pension access. As people live longer

What payments can you expect to receive from the government later in life? Read More: https://loom.ly/hf40EbQ
30/08/2024

What payments can you expect to receive from the government later in life? Read More: https://loom.ly/hf40EbQ

In April 2024, the state pension rose by 8.5% to £11,502.40 a year for post-2016 retirees. However, according to new research

Ensure your money works effectively to enjoy retirement on your own terms. Read more: https://loom.ly/cf49ZbU
15/08/2024

Ensure your money works effectively to enjoy retirement on your own terms. Read more: https://loom.ly/cf49ZbU

With retirement now in sight, as you approach this milestone, ensuring your money works effectively will allow you to enjoy retirement on your own terms.

Charting your financial future - tackling retirement anxieties requires understanding your current financial resources. ...
02/05/2024

Charting your financial future - tackling retirement anxieties requires understanding your current financial resources.

Read more: https://loom.ly/Y0qV1XQ

Charting your financial future - This anxiety stems from both financial and emotional concerns, with rising living costs adding to the financial strain. Many adults (39%) fear their savings might not suffice for their retirement years, while 33% worry about affording the activities they wish to unde...

Financial road map for 2024 - how to devise a robust plan for wealth accumulation and protection.Read More: https://loom...
25/04/2024

Financial road map for 2024 - how to devise a robust plan for wealth accumulation and protection.

Read More: https://loom.ly/KrRP1yo

Financial road map for 2024 Understanding your financial situation is crucial to achieving both short-term and long-term objectives. With a detailed insight into your finances, you can maximise your assets and devise a robust plan for wealth accumulation and protection.

Succession planning, a family affair: A delicate process that requires clear communication and effective planning. Read ...
18/04/2024

Succession planning, a family affair: A delicate process that requires clear communication and effective planning.

Read more: https://loom.ly/sMsHeOc

Succession planning, a family affair The question of when to transfer your wealth isn’t limited to bequests in your Will. Some strategies for transferring assets during your lifetime may offer various benefits. However, a well-maintained and up-to-date Will is the cornerstone of effective successi...

£32 billion hole in UK savings pots!Rise in living costs forcing many people to dip into their financial reserves!Read m...
11/04/2024

£32 billion hole in UK savings pots!

Rise in living costs forcing many people to dip into their financial reserves!

Read more: https://loom.ly/loUq0tM

The survey showed that over 23% of respondents had to utilise their savings due to the escalating living costs. The average amount withdrawn from savings

Balancing profit and planet. Striving to use impact to boost investment returns. Read more: https://loom.ly/6rxB4Rc
04/04/2024

Balancing profit and planet. Striving to use impact to boost investment returns.

Read more: https://loom.ly/6rxB4Rc

Balancing profit and planet Understanding and incorporating ESG risks and opportunities into your investment strategy improves decision-making and enables you to seek more beneficial investment outcomes. By examining and synthesising ESG data, we can help you to make more informed and sustainable in...

Time to SIPP into financial freedom? Want to take charge of your retirement savings? Read More: https://loom.ly/vbQM3uk
21/03/2024

Time to SIPP into financial freedom? Want to take charge of your retirement savings?

Read More: https://loom.ly/vbQM3uk

Time to SIPP into financial freedom? SIPPs come with the bonus of tax benefits, matching those other pensions offer. For instance, a contribution of £8,000 to your SIPP attracts a £2,000 top-up from the government. If you’re a higher-rate taxpayer, you can gain even more through tax relief.

National Insurance Contributions (NICs) - There are significant reforms and rates cut for millions of workers. Read more...
07/03/2024

National Insurance Contributions (NICs) - There are significant reforms and rates cut for millions of workers.

Read more: https://loom.ly/CzZKP7A

National Insurance Contributions (NICs) National Insurance is a cornerstone of the welfare and benefits system. As a citizen, your contributions will likely play a significant role in funding state provisions such as pensions, maternity leave, and bereavement support.

Is it time to kickstart your retirement plans? Want to learn how to get your retirement plans in motion? Read more: http...
04/03/2024

Is it time to kickstart your retirement plans? Want to learn how to get your retirement plans in motion?

Read more:
https://loom.ly/LJMlm4E

Time to kickstart your retirement plans? Retirement signifies a well-deserved achievement, a significant turning point in life. It should be a period of anticipation and joy, an opportunity to indulge in activities that bring happiness and contentment.

Address

Suite 4, No 1 Royal Court, Gadbrook Park
Northwich
CW97UT

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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