Established in 1979, we are 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. In 2008 and 2010 we acquired local firms Bill Jackson Financial Planning and Sanderson Law Financial Management.
We are proud to have won ‘Adviser Firm of the Year (North West)’ at the Professional Adviser Awards for two consecutive years, 2016 and 2017.
Springfield are one of only a very small proportion of IFA firms in the UK to demonstrate the dedication and commitment required to qualify for corporate Chartered status, a prestigious designation awarded by the Chartered Insurance Institute (CII).
Our 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 (PFS).
We are able to advise upon all aspects of general financial planning, including.
- Investment Planning
- Tax Planning
- Trusts and Estate Planning
- Retirement Planning
- Employer and Employee Benefits
- Financial Protection
Our objective is to enable our clients to get the most out of their assets, using the rules, tax allowances and range of products available today.
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, ensuring that we provide a comprehensive service and achieve an outcome which best meets our clients’ requirements.
We try to ensure that everything is explained in a straightforward manner, which can be understood and we pride ourselves in having an open and honest approach.