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Our People...

The advisers at Springfield Financial Services are highly qualified and combined have over 100 years of industry experience.
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Antony Pilkington

Managing Director
Antony advises on various aspects of pension and investment planning, specialising in the efficient creation, protection and distribution of family wealth.He is qualified to Diploma level via the Chartered Insurance Institute and due to his particular interest in estate planning, he has also completed the Society of Trust and Estate Practitioners’ (STEP) Administration of Estates exam.
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Antony's career began at a local insurance brokers in Poulton le Fylde in 1981 where he gained a broad understanding of insurance. From here he joined Sun Life as a Broker Consultant, specialising in Capital Transfer Tax and Small Self Administered pension solutions.

In 1987 he left to join a local IFA firm as an Independent Financial Adviser and Director of the company.

An opportunity arose in 1997 to purchase 50% of the shares in Springfield Financial Services Ltd and in 2004 Antony became the sole owner and Managing Director of the company. Antony now runs the business alongside his Co-Directors; Ailsa Thomas and Vanessa Townshend.

Antony has three children. He is a keen time trial cyclist and enjoys Formula 1 and Moto GP.
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Ailsa Thomas, FPFS

Director, Chartered Financial Planner

Ailsa specialises in providing Retirement and Later Life advice, incorporating retirement planning, tax planning, investment management and estate planning. Ailsa has held Chartered Financial Planner Status since 2010, is a Fellow of the Personal Finance Society and holds the Society of Later Life Advisers (SOLLA) accreditation.  Ailsa has a particular interest in estate planning and trusts and to this end, holds the Society of Trust and Estate Practitioners’ (STEP) Certificate for Financial Services.

 
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Following completion of her A Levels at Nelson & Colne College, Ailsa began her career in Financial Services in 2000.  Working initially in administration whilst she studied towards her professional qualifications, Ailsa went on to assist advisers in a technical capacity as a Paraplanner and later moved on to advising clients.  Ailsa has experience of all types of investments and pensions, including occupational pension schemes, private pensions, pension transfers and pensions on divorce.

 

Ailsa is married with two young sons, who keep her busy outside of work.  In her free time, Ailsa enjoys meeting up with family and friends and walking in the local countryside.

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Vanessa Townshend, FPFS

Director, Chartered Financial Planner
Vanessa specialises in providing Retirement and Later Life advice, incorporating retirement planning, pension transfers, investment management and estate planning. Her expertise was recognised at the Personal Finance Society Adviser Awards in 2018 when she won the ‘Later Life and Retirement Specialist’ award and in 2016 and 2017 as a finalist. Vanessa was also finalist in two categories of the 2019 Women in Finance awards.
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Vanessa has held Chartered Status since 2007, is a Fellow of the Personal Finance Society, and holds the Society of Later Life Advice (SOLLA) accreditation. She is a pension transfer specialist with expertise in all types of pension rules and regulations, including occupational pension schemes, private pension, final salary pension transfers and pensions on divorce. She has also completed the Foundation Certificate with the Society of Trust and Estate Practitioners’ (STEP), which includes Trusts, Wills and administration of estates.

Having graduated from Liverpool John Moores University with a degree in International Business Studies with Japanese Vanessa joined a National IFA in 1998 before moving to a London based stockbroker. She relocated to Preston in 2005 and joined Springfield Financial Services where she is now a shareholding Director.

Vanessa, her husband and two children enjoy swimming, cycling and running. She competes in Triathlons, cycle Time Trials and open water swimming events, with her biggest accomplishment to date representing Team GB in the Standard Distance Triathlon European Championships in June 2019.
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Phil Rogers, FPFS

Chartered Financial Planner
Phil provides advice on a wide range of areas including pension and investment planning. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, an accreditation held by fewer than 5% of registered financial advisers.In 2014, having taken the decision to look for a new challenge, Phil identified Springfield Financial Services Ltd as a company that would provide the ideal base to focus on advising existing clients and developing new relationships through referral and professional introduction.
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Phil started his career in retail banking in the late 1970's. He progressed to holding managerial positions with a major Building Society before moving to Preston to take up a role with Royal & Sun Alliance in 1984.His career progressed with a local financial advisory firm where Phil enjoyed over 20 years working principally in the field of self-administered pension arrangements and corporate and individual investment portfolio management.

Phil developed his business by working closely with a network of professional intermediaries, principally Chartered and Certified Accountants in Preston and Manchester. Outside interests include travel, sport (and in particular Rugby Union being a Debenture holder at the Millennium Stadium), martial arts and music.Phil is married with one daughter, two step-children, three grand-children and two Dachshunds.
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Tricia Donohue

Financial Planner
Tricia has over ten years’ experience in the financial services industry and she joined the team at Springfield Financial Services back in January 2016. Tricia is qualified to Diploma level via the Chartered Insurance Institute and she is progressing towards Chartered status.
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Following a brief career in retail, Tricia joined financial services in 2006. Working initially in administration whilst she studied towards her professional qualifications, she then went on to assist advisers in a technical capacity as a Paraplanner before moving on to an advisory role.

Tricia advises on a wide range of areas including savings and investments, retirement options, pensions and estate planning.Tricia has a teenage son, spends a lot of time completing home improvements on her Grade II Weaver’s Cottage, and has recently completed the couch to 5km run challenge!
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Sarah Iqbal, APFS

Chartered Financial Planner

Sarah joined the team at Springfield Financial Services in January 20211 and has over ten years’ experience in the financial services industry.  She holds Chartered Financial Planner status and provides advice on a wide range of areas, including pensions and investment planning.

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Sarah holds a Bachelor of Arts (BA) degree in Accountancy & Finance and went on to complete her ACCA chartered qualifications. Following a brief career in accountancy, Sarah entered the financial services profession in 2012, specialising in protection at a national bank. Here, Sarah completed her Diploma level qualifications in Regulated Financial Planning, before starting a role as a Trainee Adviser at a boutique financial advice firm in Rotherham.

Throughout her career, Sarah has assisted advisers in a technical capacity as a Paraplanner, allowing her to develop her technical knowledge further.

In the last few years, Sarah has completed her Advance Diploma qualifications, allowing her to achieve Chartered Financial Planner status.

Sarah advises on many areas, including savings and investments, retirement options, pensions and estate planning.

Outside of work, Sarah has many interests, mainly hiking. Sarah recently succeeded in summiting the world's highest freestanding mountain, Kilimanjaro!

Our Administrative Team


Our advisers are supported by a number of highly trained paraplanners and administrators who in addition to assisting with day to day correspondence, liaise with clients on behalf of the advisers and prepare research, reports and valuations, enabling us to provide a comprehensive service.

Corporate
Chartered Status


We are proud to be Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

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Our
Awards


At Springfield Financial Services we are proud to have been recognised by industry experts through a range of awards we've received over the years.

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Charity and Sponsorship


Our involvement in charity and sponsorship includes staff fundraising, charity events, corporate donations and sponsorship.

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What our clients tell us

  • Within the past 3 yrs Springfield have, with their experience in all aspects of inheritance planning, reorganised our financial affairs with energy and enthusiasm. We strongly feel that our investments are much better placed to benefit our family now, and in the future, than prior to Springfield’s involvement as Financial Advisors.

     
    B & M L Turner, Hale, Manchester

  • Over eight years we have found Springfield Financial blends impressive detailed expertise in taxation and investment with close attention to understanding our family objectives. Their steady support helps us sleep at night.

     
    Anon, Forton, Lancashire

  • As a long established retailer (est 1878), we are very busy running our main business. We therefore rely heavily on Springfield looking after our investment portfolio in a proactive manner.

    Springfield’s skill set is broad and comprehensive and we have found that they have helped us in many ways. They manage to “out- perform” the market in our general investment portfolio and have a simple and effective reporting mechanism that keeps us abreast of what is happening, without us having to read through masses of paperwork.

    Regarding pension management, they have greatly helped us and keep us up to speed with what has been a complex and ever-changing situation due to the introduction of a myriad of new rules by the government.

    Historically we have experienced other IFAs and Springfield are miles ahead for the needs of busy SME companies.

     
    C Dickinson, Hexham, Northumberland

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Begin Your Financial
Journey With Us


With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional.

Address:

Springfield House
Navigation Way
Preston
PR2 2YP

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Tel: 01772 729 742

We are authorised and regulated by the Financial Conduct Authority (FCA) Registered in England Number 01410871

Office Opening Hours:
9am-5pm Monday to Friday