Welcome to Springfield
Financial Services Ltd
We are an award winning firm of Chartered Financial Planners, based in Preston, offering independent financial advice to individuals and businesses throughout Preston, the Ribble Valley, the Fylde Coast and the Lake District.
Our experienced and highly qualified team of five financial planners will take the time to understand your financial aspirations and provide you with the highest level of unbiased, independent advice.
We take a personalised and holistic view of your finances, working with you to develop a plan that is reviewed and adapted as your circumstances change.
What our clients tell us
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
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 night.
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.
Springfield’s skill set is broad and comprehensive and we have found that they have helped us in many ways. They manage to “out- perform” the market in our general investment portfolio and have a simple and effective reporting mechanism that keeps us abreast of what is happening, without us having to read through masses of paperwork.
Regarding pension management, they have greatly helped us and keep us up to speed with what has been a complex and ever-changing situation due to the introduction of a myriad of new rules by the government.
Historically we have experienced other IFAs and Springfield are miles ahead for the needs of busy SME companies.
C Dickinson, Hexham
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
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.
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
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
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.
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
Begin Your Financial
Journey With Us
With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional.
We are authorised and regulated by the Financial Conduct Authority (FCA) Registered in England Number 01410871
Office Opening Hours:
9am-5pm Monday to Friday