Welcome to Springfield Financial Services Ltd
Established in 1979, Springfield Financial Services Ltd is an award winning, Chartered firm of Independent Financial Advisers providing advice to individuals and companies in Lancashire, the Fylde, Cumbria, Greater Manchester and throughout the UK. Our five independent financial advisers have over 100 years of experience and are highly qualified, with three of our advisers having achieved Chartered Financial Planner status and Fellowship of the Personal Finance Society.
We provide holistic financial planning solutions including:
Our Latest News
We’re extremely proud to announce that we have recently had our corporate chartered status renewed by the Chartered Insurance Institute (CII).read more
Trustees can access a wide range of potential investments and which particular product, or combination of products is suitable, will depend on the specific requirements of each trust. It is important to consider the taxation treatment of the different investment options, with a view to maximising the returns for the beneficiaries.read more
The Office of the Public Guardian for England and Wales (OPG) has recently provided updated guidance on how attorneys and deputies should approach making gifts on behalf of the person that they act for (known as ‘the donor’).read more
See what our clients have to say …
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
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 continue 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.
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.
D & C Smith, 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
We will continue to work with Springfield Financial Services and enjoy the excellent relationship that we have with them and their professional advisors.
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.
B Beech, Hale
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.
C Dickinson, Hexham
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 nights.
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