DL profile
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Introducing Dominic McLoughney
Dominic is a UK regulated chartered financial planner and director of Becketts Financial Services
- Based In Poulton Covering UK Wide
- Free one-hour consultation
- Free Pension Review
I am a Chartered Financial Planner based in Cumbria and North Lancs and offer local independent financial advice on a face to face basis.The first meeting is an opportunity for me to get to know you, what your objectives are, and how can I help you achieve these. The fee for this meeting is at my expense, it is free to you and without obligation. I offer advice on all aspects of financial planning however over my career I have become a specialist in the retirement market. I have gained an in depth knowledge and experience of all types of pensions including income drawdown. I have done extensive work with pensions taking into account the new pension freedom rules. Having been advising clients for over 13 years I strongly believe that money should offer people freedom, lifestyle and peace of mind and should not be something which causes worry. In order to do this I build trusting long term relationships with my clients, allowing me to implement bespoke financial plans for them which are tailored to their individual circumstances and needs.
FCA reference number: ARR00012
Qualifications
- CFP
- DiFP
- CFPC
- AF1 Advanced Tax & Trust Planning
- AF3 Advanced Pensions
Areas of advice
- Savings and investments
- Funding retirement
- Trustee investments
- Pension transfers
- Estate planning
- Taking retirement benefits
- Long term care planning
- Protection
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John Doe – CEO Seome Company
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John Doe – CEO Seome Company
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John Doe – CEO Seome Company
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Dominic is a chartered financial planner.
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I have been a financial planner for over 15 years and love helping people on:
- Pensions for those just getting started.
- Pensions for those approaching or already retired.
- Tax planning
- Financial planning.

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