Financial Services For You...

Our financial planners advise people at all stages of life with their financial goals. We are qualified in and advise upon the following financial planning areas

Investment Planning

Making the most of your money by choosing the right investments and managing your portfolio on an ongoing basis.

Pensions & Retirement Planning

Helping you to build a retirement pot and consider your retirement income options so that you can achieve the retirement lifestyle you want.

Tax Planning

Structuring your finances to make the most of your allowances and exemptions so you do not pay more tax than necessary.

Inheritance Tax, Trust & Estate Planning and Later Life

Ensuring your financial security is maintained in later life, planning to pass on your assets, making gifts and managing an inheritance tax liability.

Look No Further: Springfield Financial Services Ltd were recommended to my wife and I five years ago on my retirement. We haven’t been disappointed. Having no previous experience of financial planning, we needed someone we could trust to steer us through the minefield of planning for financial security in retirement. Springfield did exactly that. They listened to our desires, expectations and attitude to risk, before formulating a plan that exceeded our original target, despite difficulties caused by the recession in the early years. They are always available to offer advice and provide a calming influence when times are tough. I would thoroughly recommend Springfield Financial Services Ltd to anyone seeking sound financial advice from a company they can trust.

D & C Smith, Preston, Lancashire
From my first meeting with Springfield Financial Services Limited it was clear that their in-depth knowledge far exceeded that of other financial advisers with whom I had spoken. Springfield continues to coach me through my financial options with skill and patience. I am confident that my investments are being safely overseen by experts and consequently I feel my family’s financial wellbeing is secure.

Isobel, Preston, Lancashire
We have been clients of Springfield Financial Services since 2001, through good and challenging times. Their advice and support during the financial troubles of 2008 was invaluable. We genuinely trust and appreciate their professional expertise. They are a very welcoming and efficient team. We have had no hesitation in recommending Springfield to family and friends.

Mr & Mrs Benson, Kirkham, Fylde Borough Lancashire