Managing
Wealth...

Retired and looking to generate an income from investments or maybe considering retirement and assessing whether you can afford to?
 
CALL US ON: 01772 729 742
managing-wealth

Making your assets
work for you...


Often, clients looking at managing wealth will be retired and looking to generate an income from their investments. Others will be considering retirement, assessing whether they have sufficient financial resource to retire, whether they can afford to finish work early, perhaps taking voluntary redundancy.

Regular review meetings and ongoing advice will ensure that savings and investments continue to be suitable, that good use is being made of any available reliefs and allowances and where appropriate will allow consideration to be given to what retirement options are available, how to structure retirement benefits, including whether to take the maximum tax free cash and how this impacts upon pension income.

So what next?

While making your assets work for you 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.
About You →

Building
Wealth


Clients working towards financial independence are usually balancing the benefits of repaying a mortgage, making regular savings and investments and paying into pensions.

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Managing
Wealth


Often, clients in this category will be retired and looking to generate an income from their investments or considering retirement and assessing whether they have sufficient financial resource.

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Estate Planning
& Later Life


Many of our retired clients have sufficient resources to meet their needs and wish to consider passing their capital onto their children and grandchildren, as tax efficiently as possible.

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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, Manchester

  • 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.

     
    Solicitor, Leyland, near Preston

  • 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, near Blackpool

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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

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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