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.
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
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