CALL US ON: 01772 729 742
 

About Springfield Financial Services

Established in 1979, we are an award-winning, Chartered firm of Independent Financial Advisers providing face to face advice to individuals and businesses throughout Preston, the Ribble Valley, the Fylde Coast, the Lake District and beyond. We offer services for retirement planning, financial investment, trust and estate planning and more.
Financial Services For You →
 
about-us-image-100

Knowledge, experience
and expertise…


We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to source the best solutions for our clients. We work in partnership with our clients to meet their financial aspirations and recognise the importance of providing long-term, on-going advice.

As part of a rounded approach to financial planning we regularly liaise with our clients’ other professional advisers; Solicitors regarding matters such as wills, estate planning and trusts and Accountants regarding tax planning matters. This ensures that we provide a comprehensive service and achieve an outcome which best meets our clients’ requirements.
Services For You →

Our People


We have five highly qualified financial planners and a team of administrators to assist with back office support, research and administration.

Our People →
directors

Corporate
Chartered Status


We are proud to be Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

thumbnail-services-aboutus1-1

READ MORE →

Our
Awards


At Springfield Financial Services we are proud to have been recognised by industry experts through a range of awards we've received over the years.

thumbnail-services-aboutus2

READ MORE →

Charity and Sponsorship


Our involvement in charity and sponsorship includes staff fundraising, charity events, corporate donations and sponsorship.

thumbnail-services-aboutus3

READ MORE →

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, Manchester

  • 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.

     
    Anon, Forton, Lancashire

  • 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, Northumberland

Latest News and Blog

Latest News Read All →

Begin Your Financial
Journey With Us


With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional.

    Address:

    Springfield House
    Navigation Way
    Preston
    PR2 2YP

    FIND US ON GOOGLE MAPS
    Tel: 01772 729 742

    We are authorised and regulated by the Financial Conduct Authority (FCA) Registered in England Number 01410871

    Office Opening Hours:
    9am-5pm Monday to Friday