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Dominic McLoughney

Dominic McLoughney

Chartered Financial Planner

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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:

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Pension transfers

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Advice to business owners

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Pensions – I’m getting started

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Pensions - I’m approaching retirement

My qualifications:

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Chartered Financial Planner

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Fellow of Personal Finance Society

My charging model:

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Ongoing % fee