Clients working towards financial independence are usually balancing the benefits of repaying a mortgage, making regular savings and investments and paying into pensions. Structuring investments tax efficiently is important, but maintaining flexibility is also key, as circumstances can change unexpectedly.
Clients at this stage of life may also have older parents or relatives whose finances they help to manage, leading to additional considerations such as lasting powers of attorney, paying for care and latterly managing inheritances.
So what next?Whilst striving for financial independence it is important to review your position regularly and to receive high quality, ongoing independent advice from a trusted financial professional.
Get in touch to find out more about how Springfield Financial Services can help you.
What our clients tell us
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
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