Burfields House Wealth Management Ltd
Principal Partner Practice of St. James's Place Wealth Management
“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 Partner and his excellent staff for whom noting seems to be too much trouble.”
Private Client, Retired
“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 St. James's Place Wealth Management – don’t. Have faith.”
“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 a great success.”
“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 mind - 'trust' and 'family'. We fully trust David's advice and know that he has the best interests of our family in mind. We have been happy to recommend David to others, who use his services with confidence.”
Private Client, Goudhurst
“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 David Cole and his team are very much more able than I would have been to look after our finances in the best manner possible.”
Judith Williams, Retired Ward Sister, Cranbrook
“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 maximum potential in the markets of today. Thank you for your sincerity and expertise. A superb service.”
Joanna Mantle, Goudhurst
“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.”
Judith Kelly, Retired, Great Bookham
“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 personal requirements. In difficult periods they have always come out in good, probably the best, positions.”
C. Docksey, Tonbridge
“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 and support have been excellent. I would certainly recommend him to anyone.”
“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.”
Mrs. A. Dawson, Retired Medical P.A.
“We have complete confidence in David Cole. We have known David for several years and are much relieved that our money is now in safe hands and we no longer have to worry about our finances. During this time, he has advised us on our investments and has regularly made us money, considerably more than if we had left it stagnating in a bank.”
Dr & Mrs Manwaring Baines, East Sussex
“Avril and I appreciate your patience and understanding that we do not have much knowledge of the pension and investment market and that your help and advice is specific to our personal circumstances and needs. It has always been a pleasure to meet with you all and to be guided in the most suitable direction for our personal objectives.”
Mr & Mrs M. Chapple, Kent
“With the Financial world such a ‘minefield’ of change and uncertainty, I find a great deal of security knowing that the team at Burfields House are there to advise and manage my investments. I do not regret my decision to trust David Cole and the Burfields House management team with my future financial security.”
Mrs H. Dean-Hughes, Kent
“David Cole and the team at St. James's Place have looked after me and my financial affairs for many years. I have always enjoyed the personal service and extremely courteous manner they all afford me both on the telephone and whenever I visit Burfields House. I am kept well informed in all aspects of my investments and I trust and value the advice I am offered whenever I seek it.”
Mrs D. Morgan, Kent
“We have nothing but good to say about the team at Burfields House. Everyone is professional, polite and knowledgeable. When they say they will get back to you, they always do so promptly. Quite amazing in this day and age! Keep up the excellent service.”
Mr & Mrs A.C. Buss, East Sussex
“The Practice have handled our investments for over 10 years and were a tower of strength to me after the death of my husband. Their expertise to handle in depth all peripheral issues was most reassuring at a very difficult time. Moving forward they have provided me guidance and advice to structure my affairs with great clarity and patience.”
Mrs V. Camp, East Sussex
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
Past performance is not a guide to future performance.
Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Burfields House Wealth Management Ltd is registered in England and Wales, Number 11011315. Registered Office: Burfields House, The Plain, Goudhurst, Kent, TN17 1AE, England.