Springfield are proud to be
Chartered Financial Planners...
We are publicly committed to a customer-first approach and values that align with a professional code of ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. In choosing a Chartered firm you can be sure that we will provide a high quality of service and support.
Chartered Financial Planners adhere to an ethical code that underpins broader commitments to professional values. These include;
- putting customer’s interests first.
- investing in ongoing development of their people’s technical skills and knowledge.
- supporting wider initiatives that benefit society as well as the growth of the profession.
The title Chartered Financial Planners is awarded by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.
You can find more detail on the aims, standards and what makes a firm Chartered online at cii.co.uk/chartered.
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