Burchell Dorman

Burchell Dorman

Sound Financial Solutions

Burchell's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 11 )

Pensions ( 14 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 1 )

Pension Transfers - Specialist ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Review

by a verified client in London

3 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

At that time I needed insurance cover and a long term savings vehicle. A close friend recommended Burchell Dorman to me.

How has Burchell Dorman helped you?

He has always found the requested product that suited my circumstances at the time. He provides an honest answer to queries even if it is not what you want to hear. Personally, trust and honesty are essential qualities in this field.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Burchell always performs at an excellent level in all areas.

Review

by a verified client in Berkshire

3 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Buy-to-let mortgage

How has Burchell Dorman helped you?

Burchell is a very friendly and professional financial adviser who assisted me greatly in finding a suitable buy-to-let mortgage for my first rental property. From the first time I spoke to him over the phone during Covid, I knew that I was in very good hands and had complete confidence that I would be looked after. He gave me sound advice and found a suitable product in a short time. The application process was seem less and stress-free, so I would definitely use Burchell again and highly recommend to friends and family.

Have you seen the outcome you were hoping for?

Yes - 100%

What could they have done better?

Nothing that I can actually think of.

Review

by a verified client in Hertfordshire

3 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed to review my mortgage rate

How has Burchell Dorman helped you?

Burchell gave me advise that boosted my credit rating.

Have you seen the outcome you were hoping for?

Definitely yes!

What could they have done better?

None I can think of at the moment.

Review

by a verified client in London

4 years ago

Overall

Service

Value

Advice

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement age and wanted independent advice on my pensions

How has Burchell Dorman helped you?

As I have a few pension plans, he helped me to review them, and decide what my best options would be for now.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in London

4 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed advice about several policies I currently have running.

How has Burchell Dorman helped you?

He acted on my behalf by contacting my pension providers, reviewed each one in order to advise me on the best solution going forward.

Have you seen the outcome you were hoping for?

Yes I have seen the desired outcome and thoroughly satisfied with the results.

What could they have done better?

I was completely satisfied with the service I received and would recommend his services.