
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.
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.

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.

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.

What our clients tell us
Latest News and Blog
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
We are authorised and regulated by the Financial Conduct Authority (FCA) Registered in England Number 01410871
Office Opening Hours:
9am-5pm Monday to Friday