Our Clients’ Testimonials
We have been clients of Springfield Financial Services since 2001, through good and challenging times. Their advice and support during the financial troubles of 2008 was invaluable. We genuinely trust and appreciate their professional expertise. They are a very welcoming and efficient team. We have had no hesitation in recommending Springfield to family and friends.
Mr & Mrs Benson, Kirkham
Springfield Financial Services are very professional and knowledgeable in the two areas I sought advice, namely pensions and investments. Their advice on pensions has been excellent, and they have helped me to group my investments under one roof, which certainly makes it easier for me to track on line. From my very first meeting at their offices in January 2014, I felt they were trustworthy and that my money was in good hands. Communications have been first class, either via email or face to face and nothing is too much trouble.
Mr England, Preston
Look No Further: Springfield Financial Services Ltd were recommended to my wife and I five years ago on my retirement. We haven’t been disappointed. Having no previous experience of financial planning, we needed someone we could trust to steer us through the minefield of planning for financial security in retirement. Springfield did exactly that. They listened to our desires, expectations and attitude to risk, before formulating a plan that exceeded our original target, despite difficulties caused by the recession in the early years. They are always available to offer advice and provide a calming influence when times are tough. I would thoroughly recommend Springfield Financial Services Ltd to anyone seeking sound financial advice from a company they can trust.
D & C Smith, 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
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.
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
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
We are a small company with few staff and like most companies of this size already feel stretched. While it was easy enough to work out our staging date as part of the government’s Auto Enrolment Scheme the rest of the process was daunting.
Springfield Financial Services came on the scene and took all the stress and worry out of the situation. At an initial meeting they ran through the procedure that they would follow towards our Auto Enrolment. After the meeting they kept us informed throughout the journey: from confirming our staging date, finding out which pension companies would actually deal with a small company like us, which would be best for our company and employees and who they would recommend and why.
After agreeing to Springfield Financial Services’ recommendations they put the wheels into motion, dealing with both the pension provider and liaising with the accountants to make sure everything progressed smoothly.
Throughout the whole process Springfield Financial Services have been polite and thorough making the whole process hassle free for us. We would happily recommend Springfield Financial Services to anyone in the same situation.
Hewitts Cycles, Leyland
We have worked closely with Springfield Financial Services in relation to Auto Enrolment. They are extremely helpful and knowledgeable in all aspects of the workplace pensions and we would recommend them to anyone who needs assistance in setting up their workplace pension scheme. All the staff are friendly, professional and go that extra mile to provide a service that is second to none.
David Williamson Limited, Blackpool