Wealth management has a broad remit that involves a mixture of professional financial planning and financial advice. Springfield Financial provides professional wealth management consulting services to assist high-net-worth individuals or those with significant and complex assets.
Wealth management goals might include growing wealth with the use of investment, saving wealth for later life and retirement, or preparing wealth for inheritance.
Tax planning is also intrinsic to wealth management - we will assist you in making strategic tax-efficient choices to manage your wealth for the present and future. We possess in-depth knowledge and experience of all wealth management strategies and can build wealth management plans to suit individual circumstances.
Springfield Financial are proud of our Chartered Financial Planner status, as awarded by the Chartered Insurance Institute (CII) and always strive to go above and beyond what is required for our clients.
Managing personal wealth with the assistance of professional financial planners provides a wealth uplift in later life. Research by the International Longevity Centre found that financial advice provides a £47,000 wealth uplift in ‘affluent’ groups.
Wealth management does not just benefit the individual, but also their family and the beneficiaries of their wealth after they pass away. Having a coherent strategy in place provides peace of mind of how one’s wealth can be properly distributed throughout life, ensuring that the right sums are present at the right times.
Proper wealth management also helps finance important life milestones and investments, whether that’s moving or migrating, acquiring a business or other significant asset, or investing in stocks, shares, funds, property or other investment types or high-value items.
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
With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional.