Springfield Financial Services Ltd

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 four 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:

bulletInvestment Planning
bulletTax Planning
Trust and Estate Planning
Retirement Planning

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Our Latest News

GDPR Is Here

The law has changed to protect your personal information. The General Data Protection Regulation (GDPR) is now in force and as a result, we have updated our privacy notice making it easier for you to understand how we process your personal information.

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Important Changes to Redundancy Payments

With effect from 6th April 2018, pay received in lieu of notice (PILON) is now no longer tax free below the amount of £30,000.  Other redundancy payment lump sums will still receive the £30,000 tax-free exemption but PILON will not.

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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.

Isobel, Preston

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.

Solicitor, Leyland

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.

Anon, Forton

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