Investment Planning

Building an investment strategy will help support your financial goals now and in the future. Whether you have savings that you wish to grow for the future or protect against inflation or are saving for a major life milestone, Springfield Financial can help you realise your goals.

There are numerous ways to invest get involved in investing ranging from straightforward managed funds and ISAs to much more esoteric investment instruments including real estate investment trusts (REIT) and commercial property. choices and our recommendations will depend on various factors, including the volume of capital you’re looking to invest commit to investment, your personal preferences regarding ethical, sustainable and environmentally-friendly investment, your risk appetite and your tax position.

You will benefit from the experience of Springfield’s fund research team, as well as that of a range of external fund managers and industry experts. We are independent investment planning advisers and offer investment options and products across the entire market.

Your Dedicated Financial Planner


Your dedicated investment planning advisers will work with you to select new investments options and/or audit your current investments to discover room for improvement. We will regularly review your investments to ensure that they continue to serve your personal circumstances, as well as ensure your risk exposure stays within your desired bounds.

You will be able to view your investments online and will benefit from streamlined administration and transparent costs and charges.

Springfield Financial are Chartered Financial Planners as designated by the Chartered Insurance Institute (CII) - we possess over 100 years of collective experience and have deep knowledge across both popular and more esoteric investment options and funds.

Our financial planners and advisors have experience in:

  • Open Ended Investment Companies (OEICs)
  • Insured Funds
  • Pension Funds
  • Investment planning for retirement including Self Invested Personal Pensions (SIPP)
  • Onshore and Offshore Investment Bonds
  • Venture Capital Trusts (VCTs)
  • AIM Portfolios
  • Business Relief Trading Companies


Why Consider Investing?


Investing is the best way to grow money for the future whilst also protecting it from depreciation through inflation and other risks.

Many people consider investing themselves on their own but the assistance of an investment planning specialist is indispensable, especially when dealing with significant sums of money which are naturally then exposed to risk through the investment process.

Consider investing to:

  • Grow your savings beyond what a regular bank savings account can do for you
  • Protect money from inflation and other financial risks
  • Save for life milestones, like buying a house
  • Prepare for life after full-time work and ultimately, retirement
  • Provide a fund to your family after you pass away

All investment comes with some degree of risk, but self-investing without a high degree of personal experience can lead to catastrophic outcomes and loss of funds. There are more options than ever when it comes to investing and without specialist advice, it’s difficult to discern what investment choices suit you, your money and your goals.

Springfield Financial has enormous investment experience and can assist you no matter how simple or complex your investment goals or objectives are.

In addition to a We have a broad and comprehensive knowledge of all the key investment choices on offer, we also have deep experience in atypical or esoteric investment types in particular those that suit high-net-worth individuals or those with complex investment needs.

Established in 1979 and based in Preston, Springfield Financial is here to help you plan your investments for present and future growth and success.

Investment Planning Strategies


Investment planning strategies are diverse and there are many, many options ranging from straightforward managed ‘set and forget’ funds to more esoteric investment instruments bespoke solutions aimed at those with significant investable assets.

Working out your investment plan and strategy involves a series of consultations aimed at gathering information about your goals, objectives and desires.

What do you wish to get out of investing? Do you want to grow your money for the present, or the future, to facilitate early retirement, or to support yourself in retirement? Do you wish to invest for the future of your family, or to help support later life milestones? Or do you simply want to put your savings to work and make gains beyond what standard savings options can give you?

No matter what your goals and objectives are, Springfield’s diverse team of investment specialists can help you tap into the investment options you need to drive success.

Established in 1979 and based in Preston, Springfield Financial takes a customer client-first approach to financial planning. Our personalised, individual approach applies due care and attention to your personal situation - we are attentive to individual needs and always take a personal approach rather than a one-size-fits-all approach.

The Investment Planning Process


Springfield Financial tailors every investment plan to you, the individual. We take your personal circumstances into account including any family you wish to take into account consider, as well as your desired life trajectory. We will audit your finances and cash flow, as well as any existing investments you have including pensions.

Your investment plan will depend mainly on your goals, available investable assets and attitude to risk. If you intend on growing your savings from earlier on in life, higher-risk diversified investments might make your money work harder before switching to lower-risk options in later life to preserve your wealth.

Investment performance is never guaranteed and past performance can never be used to gauge future success. Whilst it is possible to vastly reduce investment risks, it is not possible to reduce them to nil.

Get in contact with us today to discuss your investment needs and discover what we can do to help your money grow.