(David) continues to keep me updated with advice and suggestions. Always shares information to ensure I receive the best possible return on my investments.

As ever, a voice of reason from you I have invested with SJP for many years, and over this time you have given every reason for confidence. It is, of course, the people who panic and sell low that enable those of us with calmer minds to profit. One can only assume that the current turmoil has bee...

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David Cole & his team at St. James's Place in Goudhurst have always put my best interests at heart by giving me sound and trustworthy advice in my financial affairs. They are a pleasant and friendly team who always give a warm welcome every time we meet; I would not hesitate recommending David and h...

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He listened to what I said and didn't rush me to make decisions, when the time was right his advice was sound. The service and support of his team has always been exceptional. I would not hesitate in recommending him to anyone.

We were recommended to David Cole by a friend, “Just have a chat and see what you think,” he said. It was a turning point in our finances, he has taken charge of our investments and totally looked after our interests, changing funds when needed, always inspiring confidence and trust. We would recomm...

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Aside from protecting and growing our capital, inevitably the prime consideration, St. James's Place, through the excellent services of David Cole and his staff, have provided constant, prompt and re-assuring advice. My wife and I have come to regard our financial mentors as friends. I would have no...

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David reports a performance which is impressive and offers security for my future. His financial advice has been sound and comprehensive, and moulded to my requirements. He is professional, likeable and unreservedly recommended for those who require a genuine personal financial adviser.

We, my husband, some family members and I have been looked after by David Cole for many years. When my husband died in 2013 David has been an invaluable help to me with sound advice and support. I would recommend him unhesitatingly to anyone.

David Cole and colleagues have always been very helpful and given sound advice. I would be happy to recommend to friends and colleagues. Thank you!

David has been there whenever his sound advice is required. He has always either addressed the subject professionally and wisely, or been able to use the resources of the fantastic team around him. As we get older the support provided is even more appreciated. We know most of his clients are equally...

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David Cole has handled my affairs for many years with kindness, consideration and professionalism. I have recommended him unhesitatingly to friends.

We would not hesitate recommending David and his team. Always attentive, very friendly and professional in all that they do. We have built up a good relationship over the years and put our complete trust in their advice. We would certainly not be in the good position we are in without their guidance...

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I think the angels must have been watching over me when my portfolio fell into David's hands. His advice and guidance over the years has led to consistent growth in the value of my assets, which is quite remarkable. I have total confidence in his judgment and would recommend him without hesitation.

David Cole with his excellent team at Burfields House Wealth Management have managed our investment portfolio for over 10 years which also incorporates provision for the inheritance tax requirements for our children and grandchildren and approved the remaking of our wills. David has the gift of bein...

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David Cole and his team have looked after my interests since 2015. I'm only sorry that I didn't find them sooner! Their advice, support and service is outstanding; I would not hesitate to recommend them to my friends and family.

I joined Burfields House in 2004, with David Cole as my Partner. Throughout that time I have always found him to be 100% helpful and understanding. I am not very financially literate so am dependent on his knowledge and expertise and he has never failed to fulfil my expectations. Investment-wise thi...

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Joining St. James's Place 10 years ago I feel I was admitted into a very caring and special family. There is always a friendly and helpful voice at the end of a telephone and a welcoming smile whenever I visit the office. I feel very relaxed and content with the sensible and sound help and advice th...

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Both my wife and I are very glad that we invested our savings with St. James's Place through Burfields House Wealth Management. We now have peace of mind knowing our money is safe and our powers of attorney and wills are in place and linked. We have a very good relationship with our Principal Par...

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We would like to thank David and his team for providing a very professional service, which has proven to be a excellent financial benefit to us. They have an amazing knack of making you feel special, however much they are investing for you. That's a great skill. If anyone has any doubt of using S...

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Our family wealth had been eroded over several generations due to Inheritance Tax. Thankfully with David's help and advice, this will no longer be the case.

I have been more than happy with the service, attention and outcomes of my relationship through what have been some challenging times. Despite working in the financial sector I have not always given my own affairs the necessary attention; the results from “leaving it to them that know” have been ...

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David Cole and the team have supported us for the last 10 years and have provided invaluable advice enabling us to plan our finances for now and for the future. Everyone at Burfields House is welcoming and efficient and it is reassuring to know our finances are in safe hands. Two words spring to ...

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David Cole has always been helpful and answered all my concerns without hesitation. We feel confident that he and the team at Burfields look after our best interest. Our portfolio has reflected this over the years. Even though the virus has been a disaster for most investments I am confident that...

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Having always been skeptical about any form of financial advice, we are now completely enlightened! David Cole and his team offer a service that has clarity and knowledge regarding a great many aspects of financial planning. We feel our finances are in safe hands and are enabled to realise their ...

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David has been a staunch friend and adviser over the many years that he has handled my affairs. I have nothing but gratitude and admiration for his support. I would not hesitate to recommend him to anyone.

We have been with St. James's Place since 2007 after being impressed by the fact that they do not rely on one investment company but various companies which are monitored for performance on a regular basis. At Burfields House they have taken interest not only of our investments, but us and our pe...

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In 2004 my husband and I became clients of David Cole. We found him to give very sound advice. Since 2015 I have remained a client on my own and found David to be extremely helpful giving me his trustworthy and sound advice. He always explains his advice in a clear and easy manner. His service an...

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David gave me a review of the state of the financial industry consequential to the coronavirus pandemic, pointing out how he had managed to contain his losses for the year to minimal amounts. He suggested some changes to some funds, which I did not entirely understand, but I am sure will be to my be...

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Good morning David. You dealt with my parents’ finances. They had such faith in you and left us kiddies very financially secure. When we met with you after losing dad I was most definitely not going to leave my share of the money he left us with you. I have huge trust issues and just didn’t reall...

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I just want you to know that we appreciate what you do and the advice that you give to our family. The personal and friendly nature of your organisation is why we stay. 

We have always been happy with your advice. Everything we have queried has been dealt with efficiently and speedily. A very good service and hope it continues for a few years yet!

Michael has helped me get my pension transfer sorted from the person that was doing it, thank god I found him lovely person fantastic service.

(Michael) has helped me navigate tracing a pension and transferring it and given me clarity to think and make plans for what finances I will need to give me financial stability in retirement.

We have always been happy with your advice. Everything we have queried has been dealt with efficiently and speedily.

Michael has given me good advice on my investments and pension profile.

I contacted Burfield House as I wanted to discuss pension investment and savings for my kids. Charlotte has been superb, advising on where and when I should invest. My pension planning and kids savings are now in better shape.

Charlotte has advised us regarding all of our investments, including my Retirement Account. We have just had our annual face-to-face meeting with her which was enjoyable and productive. She is so friendly, approachable and efficient and she explains everything in clear language. We especially lik...

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Connor continues to give me excellent advice on my investments. Since my last review I have retired and as a result of Connor's advice, I am living comfortably and my investments continue to grow well.

Connor has helped me plan & carry out my plans for retirement. He has also given valuable financial advice on achieving my goals now I've retired. Thank you Connor!

Having reviewed my investments Connor has made recommendations for me which are very beneficial as I grow older.

Connor has explained simply & straightforwardly how best to invest our money, how to be tax-efficient and how to plan for our future financial needs. His advice is always given without any patronising or condescension on his part. He answers any questions quickly and simply and acted promptly...

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Connor has given me useful information regarding cashing in a small pension. He also talked through a new portfolio for my investment which was available and I have changed to this portfolio and my investment is doing very well. Once again the information was clearly explained and I did not at an...

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Connor has always been professional with his advice with me. Over the last year Connor has helped me with all my financial requirements with buying a new house and also my savings and pension.

Regular contact, any concerns answered promptly, always happy to support me with complicated documents, I even recommended Mr Essam to a friend.

Connor and his team have been outstanding in their advice and support. I can’t think of any way to improve in such a good service.

I feel I trust Adam to make the right decisions and give me the best advice with a professional and personal touch.

Adam is always in contact. He is approachable and always happy to address any concerns or changes that affect me.

Adam has been incredibly helpful in guiding me through the initial stages of my investment journey. He has been attentive throughout and has been able to advise perfectly for my circumstances.

Adam has taken over my finances since the loss of my husband. He has been very thorough and supportive encouraging me to make difficult but good decisions to secure a comfortable future.

Michael provided friendly considerate expert advice.

We have been happy with the results and would have benefited going to them earlier.

David as always gives me clear and excellent advice.

We feel very safe that Robin is looking after our investments.

Robin was very thorough when carrying out the annual review and gave useful advice when recommending any changes. She followed these up by phone or letter as necessary.

Robin has looked after my finances very well.

Robin has given me advice and contacts I have needed since setting up my own LTD company. Robin has been a huge help with any financial questions I have thrown her way, and have highly recommended her to others in my situation.

Robin is always there with advice whenever I ask for it. She replies very promptly to every correspondence and is a pleasure to deal with.

Robin has always been available to advise me on financial matters and I have found her helpful and very understanding of my situation.

Robin Quirt continues to monitor closely our needs and is pro-active in her advice. I look forward to our meetings and leave knowing that we are in good hands.

Robin explains things very clearly and is always happy to answer any queries when requested.

Robin is always cheerful, professional, knowledgeable, very patient in answering questions, gives good advice.

We feel very safe that Robin is looking after our investments.

Friendly and professional advice at all times.

Robin has been a huge help with any financial questions I have thrown her way and have highly recommended her to others in my situation.

Charlotte has continued to give me invaluable financial advice.

David always gives me clear and excellent advice. 

Since my last review everything has been smooth sailing. Very happy with everything Adam has done for me so I am more than happy to sing his praises.

Always very helpful and reassures me everything is fine!

“I have not had the occasion to need to meet with David these past months, having been able to complete any necessary contact and advice via one of his colleagues, who has been first class. Having said that I know that David (as the Senior Partner) is always very approachable and will be there for m...

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“Regular contact, any concerns answered promptly, always happy to support me with complicated documents, I even recommended Mr Essam to a friend.

Connor has given me useful information regarding cashing in a small pension. He also talked through a new portfolio for my investment which was available and I have changed to this portfolio and my investment is doing very well. Once again, the information was clearly explained and I did not at any ...

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Connor continues to give me excellent advice on my investments. Since my last review I have retired and as a result of Connor’s advice, I am living comfortably and my investments continue to grow.

Connor has provided updates on my investments, plus additional advice on my retirement plans. This has included Connor providing updated calculations on anticipated income from investments and any tax implications.

Always clear and very helpful, and available if anything should become a problem or wish to discuss.” 

Robin is easy to contact and always gives clear advice without any pressure.

David has helped so much by understanding what I know and don’t know plus explaining clearly and supporting the financial decisions my husband and I make. It has allowed us to feel confident in these financial arrangements. We also so appreciate the 1:1 service he gives us.

David has provided us with good, sound financial advice with clear explanation on how the markets are working. He clearly understands our financial needs as he has good listening skills. David understands why we need more "fluid" savings & consequently does not recommend long term investments which ...

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David continues to provide excellent service and makes me feel I am the most important of his clients. He remembers, from meeting-to-meeting things that we have discussed about my family too.

We are confident that the advice and support we are given by David is, as always, the very best. We know that he and all those at Burfields House will always be there in support.

We have been with David for the past ten years and have received excellent service. He has helped us with inheritance tax planning and loan trusts for the children. My wife is especially pleased to know that Burfields House is always available for help and advice.

David has kept in touch with us regularly, given advice and referred us to long care planning for our future. He has updated our financial situation regularly in a clear way which is helpful and easy to understand. We are introducing our family members to David to ensure continuity of our finances f...

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(David) continues to keep me updated with advice and suggestions. Always shares information to ensure I receive the best possible return on my investments.