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Springfield Financial Services Ltd
       
 
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Springfield Financial Services Ltd
 
 
Overview: 

We provide holistic financial planning solutions for individuals, including:
Investment and Portfolio Management
Tax Planning
Trust and Estate Planning
Retirement Planning
Financial Protection

For the employer we provide advice in relation to Group Pensions, Group Financial Protection and Corporate Investment.

Our four independent financial advisers have over 85 years of experience and are highly qualified, with three of our advisers having achieved Chartered Financial Planner status.

We are able to advise upon all aspects of general financial planning and each adviser specialises individually in areas such as Trusts, Estate Planning and Retirement Provision.

Our objective is to enable our clients to get the most out of their assets, using the rules, tax allowances and range of products available today.

As part of a rounded approach to financial planning we regularly liaise with our clients' other professional advisers; Solicitors regarding matters such as Wills, Trusts and Estate Planning and Accountants regarding Tax Planning matters, ensuring that we provide a comprehensive service and achieve an outcome which best meets clients' needs.

We try to ensure that everything is explained in a straightforward manner, which can be understood and we pride ourselves in having an open and honest approach.
History: 

Established in 1979 and based in Preston on the Docks, Springfield Financial Services Ltd provides independent financial advice to individuals and companies in Lancashire, the Fylde, Cumbria, Greater Manchester and throughout the UK.

We are an expanding firm having acquired local firms Bill Jackson Financial Planning in 2008 and Sanderson Law Financial Management in 2010.


 
 
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