
Dominic McLoughney
Chartered Financial Planner
Lancashire
About me
When your family asks you say yes, and in 2006, Becketts – the family business - came calling. I’ve been a Director since, helping build the culture of a growing firm and one that always has the clients' needs as the forefront of its thinking.
My main role however is continuing to be a trusted financial planner to my brilliant clients; providing clients with peace of mind and clarity about their finances, which I find incredibly rewarding. To see someone realise their dreams, supported by sound financial planning, is extremely satisfying!
My details
I like helping people on:
Pension transfers
Advice to business owners
Pensions – Getting started
Pensions - Approaching retirement
My qualifications:
Chartered Financial Planner
Fellow of Personal Finance Society
My charging model:
Ongoing % fee