
Dominic McLoughney
Chartered Financial Planner
Lancashire

Contributor
Dominic McLoughney
Chartered Financial Planner
Lancashire
Dominic McLoughney | Chartered Financial Planner | Boring Money Advice
About Dominic McLoughney
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!
Likes
Liverpool FC
Time with my wife
Watching my boys play sport
Dislikes
A poorly loaded dishwasher
Passing the blame
Goat's cheese
Information
Specialisations
Pension transfers
Estate planning and Inheritance Tax
Pensions
Retirement planning
Qualifications
Chartered Financial Planner
Fellow of Personal Finance Society
Fee structure
Ongoing % fee
