Estate Planning & Later Life...

We can help you pass your capital onto your children and grandchildren as tax efficiently as possible.
CALL US ON: 01772 729 742

Structure your assets
the right way...

Many of our retired clients have sufficient resources to meet their needs and wish to consider passing their capital onto their children and grandchildren, as tax efficiently as possible. These clients will often be mindful of inheritance tax and will look to structure their assets in a way which best utilises their available reliefs and allowances.

Others prefer to retain control and access to their savings and investments, or at least the income from them, ensuring that their needs can comfortably be met in later life. Flexibility to adapt to changing personal circumstances, as well as legislative changes continues to be extremely important.

So what next?

Wherever you fit into the financial planning cycle, it is important to review your position regularly and to receive high quality, ongoing independent advice from a trusted financial professional..

Get in touch to find out more about how Springfield Financial Services can help you.

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What our clients tell us

  • Financial services, I believe, is based on how good a professional relationship you have with your financial advisor. You have to trust them; you have to respect them; and, if truth be told, you have to like them as a person.

    I transferred my business to Springfield when Phil Rogers moved there for all the reasons listed above. As well as the one to one service I have always received from Phil, I now benefit also from the fact that he is supported by a highly capable and motivated team.

    I have every confidence in the advice provided by Springfield at a time when my financial matters are of increasing importance i.e. as retirement approaches and would have no hesitation whatsoever in recommending them.

    B Beech, Hale, Manchester
  • We have dealt with Springfield Financial Services for a number of years and have found them to be pro-active, professional and extremely approachable. Our clients regularly use their services for both investment and pensions and they have provided very positive feedback on their experience. We will continue to work with Springfield Financial Services and enjoy the excellent relationship that we have with them and their professional advisors.

    Solicitor, Leyland, near Preston
  • I have been with Springfield Financial Services Ltd for several years now and have found them to give excellent financial advice with regards to investments and pensions. I would highly recommend them.

    Mrs Park, Lytham St Annes, near Blackpool

Begin Your Financial
Journey With Us

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


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

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