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
Financial Protection

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Our Latest News

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 will continue to work with Springfield Financial Services and enjoy the excellent relationship that we have with them and their professional advisors. Solicitor, Leyland
They are extremely helpful and knowledgeable in all aspects of the workplace pensions and we would recommend them to anyone who needs assistance in setting up their workplace pension scheme. All the staff are friendly, professional and go that extra mile to provide a service that is second to none. David Williamson Limited, Blackpool
From my very first meeting at their offices in January 2014, I felt they were trustworthy and that my money was in good hands. Communications have been first class, either via email or face to face and nothing is too much trouble. Mr England, Preston
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