Jenna Huartson
Financial Adviser at Springfield Financial Services Ltd
Jenna Huartson's Professional Contact Details
Email (Verified)
****@springfieldfs.co.uk
HQ
+44 1772 729742
Location
Preston, England, United Kingdom
Company
Springfield Financial Services Ltd
Person Seniority
entry
Person Functions
finance
Jenna Huartson's Current Company Details
Established in 1979 and based in Preston on the Docks, Springfield Financial Services Ltd provides independent financial advice to individuals and companies in Lancashire, the Fylde, Cumbria, Greater ...
Established in 1979 and based in Preston on the Docks, Springfield Financial Services Ltd provides independent financial advice to individuals and companies in Lancashire, the Fylde, Cumbria, Greater Manchester and throughout the UK. We are an expanding firm having acquired local firms Bill Jackson Financial Planning in 2008 and Sanderson Law Financial Management in 2010. We provide holistic financial planning solutions for individuals and employers, including: • Investment Planning • Tax Planning • Trusts and Estate Planning • Retirement Planning • Employer and Employee Benefits • Financial Protection • Workplace Pensions and Automatic Enrolment Our independent financial advisers combined have over 100 years of industry experience and are highly qualified. Three of our advisers have achieved Chartered Financial Planner status and two have additionally become Fellows of the Personal Finance Society (PFS). We are able to advise upon all aspects of general financial planning and each adviser specialises individually in areas such as estate planning and trusts, retirement provision and workplace pensions. Our objective is to enable our clients to get the most out of their assets, using the rules, tax allowances and range of products available today. As part of a rounded approach to financial planning we regularly liaise with our clients' other professional advisers; Solicitors regarding matters such as wills, estate planning and trusts and Accountants regarding tax planning matters, ensuring that we provide a comprehensive service and achieve an outcome which best meets our clients' requirements. We try to ensure that everything is explained in a straightforward manner, which can be understood and we pride ourselves in having an open and honest approach.
Founded Year
1979
Organization Website
springfieldfs.co.uk
Organization Languages
English
Current Technologies
apache
wordpress org
google font api
mobile friendly
google tag manager
nginx
trust estate planning
investment planning
retirement planning
finance
Jenna Huartson's Work History and Education
Springfield Financial Services Ltd
Financial Adviser
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