Becketts FS Ltd

Independent Financial Adviser Becketts F S Ltd, Beckett House, Sovereign Court,, Wyrefields, Poulton Industrial Estate, Lancashire, Poulton-Le-Fylde, FY6 8JX

First meeting at adviser's own cost

Response rating

9.0/10

10th September 2018

Becketts FS working with Becketts Chartered Accountants can provide a comprehensive service provided in plain English all under one roof

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Group pensions
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Dominic McLoughney DIPPFS

Director & Charteted Financial Planner

Qualifications & Accreditations Hide qualifications

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

J10 - Discretionary Investment Management (CII)

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Accreditations

Craig Boyle DIP CeMAP

IFA

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations

Scott Chisholm DipPFS CeMAP

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Julie Flynn DipPFS

Independent Financial Advisor

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

At first extremely skeptical of the 'Financial Advisor' industry due to previous poor history. Dominic understood my situation and despite being skeptical for a number of years he gained my confidence.Above all he talks to you face to face in a language you can understand.I am extremely pleased with the way Dominic Mcloughney has handled my financial affairs and would highly recommend him to anyone looking for financial planning.

Michael Fowler, Lancashire

For the non-professional, particularly in the current financial climate, financial planning is a daunting prospect. From the very outset Dominic impressed with his knowledge, sincerity and friendly approach putting myself and my Wife at ease from our first meeting. In a field where an individual could easily be overawed by the choices available or overwhelmed with paperwork, legal-speak and small print Dominic took the time to uncover what our financial goals were, what investments and risks we would be comfortable with and what options were open to us. We experienced no hard-sell techniques, everything was explained in detail both verbally and backed up in writing, he has always makes us feel valued and that he has our best interests at heart. We are confident that Dominic's expertise, professionalism and overall enthusiasm for the service he provides will ensure our financial good health and we look forward with optimism to our later years knowing that our finances are in good hands. We cannot praise Dominic highly enough and consider ourselves fortunate to have found such a person to look after us, we have no hesitation recommending him to others.

Mr John Worthington, Lancashire

I could tell by dealing with Dominic the first time, how profesional he was,he had all the information I required within a couple of days,all set out in format I could easily understand. with all charges explained in full. In the past I had always invested with my bank, they were very good, but Dominic was not limited to a particular company and offered very good advice which has been proved exellent advice over the past couple of days, I am extremely satisfied with the outcome of a problem I had been in contact with him about, and will be in contact with him soon about my other invesments.

Glennys, Lancashire

Where to find us

Becketts F S Ltd, Beckett House, Sovereign Court,, Wyrefields, Poulton Industrial Estate, Lancashire, Poulton-Le-Fylde, FY6 8JX

About us

Becketts FS has been operating for over the past 20 years offering high quality, honest, ethical advice to individuals, families and companies. As a family run company we pride ourselves on our family ethos and delivering value to our clients. Operating from the same office as Becketts Chartered Accountants we have chartered level tax advice at our fingertips, and as such we feel we provide a complete service. Feel free to contact us for a free initial consultation.

Our services

Being associated to Becketts Chartered Accountants and both companies operating within the same building, we have direct access to Chartered level tax planning advice. Often the principals of the accountancy practice sit in on any complicated tax meetings with clients. When that is coupled with the strong and focused investment strategy Becketts Financial Services have, our clients receive an ideal balance of investment and tax planning. This has recently been accredited in the national Money marketing Awards in which Beckett’s are one of 6 firms to be shortlisted for the best Tax and Long-Term Savings Adviser 2013 Award.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Group pensions
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Contact options

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