Investment Planning...

Making the most of your money by choosing the right investments and managing your portfolio on an ongoing basis.
 
CALL US ON: 01772 729 742

Selecting your investments
for the future...


Whether you are working hard to save for the future, require an income from your investments or wish to consider providing for future generations, we will work with you through a series of meetings to understand your financial position, your goals and aspirations.

We will balance these with your attitude towards investment risk and will make clear and concise recommendations to create an investment portfolio that is suitable for you.

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 and can offer investments from across the market.

Your dedicated financial planner will regularly review your investments with you to ensure that they continue to be suitable based on your changing personal circumstances, the current economic climate and to ensure that the funds are performing in line with your expectations.

In between reviews, you will be able to view your investments online and will benefit from streamlined administration and transparent costs and charges.

Get in touch to find out more about our Investment Planning Services

Springfield Financial Services Ltd offers investment planning services to individuals throughout Preston, the Ribble Valley, the Fylde Coast and the Lake District, as well as further afield.

For further information or to arrange an initial no-obligation consultation at our offices or another mutually convenient location, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.

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What our clients tell us

  • 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
  • From my first meeting with Springfield Financial Services Limited it was clear that their in-depth knowledge far exceeded that of other financial advisers with whom I had spoken. Springfield continue to coach me through my financial options with skill and patience. I am confident that my investments are being safely overseen by experts and consequently I feel my family’s financial wellbeing is secure.

     
    Isobel, Preston
  • 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

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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We are authorised and regulated by the Financial Conduct Authority (FCA) Registered in England Number 01410871

Office Opening Hours:
9am-5pm Monday to Friday