Burgess Financial Planning appears to uphold a solid reputation based on the limited set of customer feedback provided. Clients have good regarded the responsiveness and upfront communication from the planner, Sean, especially appreciating his willingness to share his expertise and resources. Notably, customers have expressed satisfaction with the services received, particularly emphasizing the utility of the financial analysis conducted during their consultations. Clients have also appreciated the non-sales driven approach, where they felt their needs were addressed without any pressure to purchase additional services. The focus on genuine assistance and clarity seems to be a core component of the company's customer service strategy.
Customer feedback for Burgess Financial Planning highlights several positive aspects. Firstly, the prompt and immediate response from Sean in addressing customer inquiries stands out, indicating a strong commitment to customer service. Additionally, the clear and upfront communication about his competencies and the scope of how he could assist adds to a transparent and trust-building experience. Clients also value the practicality of the financial planning exercises, with one specifically mentioning the collection and analysis of financial documents as a valuable part of the service. The absence of a sales pitch and the focus on giving satisfactory answers to clients' questions further contribute to the positive customer experience.
Given the limited number of reviews, negative aspects of customer feedback for Burgess Financial Planning are hard to ascertain. None of the provided reviews explicitly mention any dissatisfaction or specific points of contention with the services received. Should further reviews be available, a more comprehensive evaluation of potential areas of improvement for the company could then be developed. However, based on the currently supplied comments, customers appear to have had their expectations met without notable complaints.
Yes, Burgess Financial Planning can provide advice on relocating and retiring internationally. The financial planner is upfront about his experience in this area and willing to offer resources and guidance.
Based on customer reviews, Burgess Financial Planning does not engage in pressuring clients to purchase additional services. Clients are given the information they need without a sales-driven approach.
Clients are required to collect various financial documents, which are then analyzed during the consultation. This process has been described as useful and provides practical benefits to the client, aiding in their financial planning.
