Response rating
10/10
FCA verified
13th November 2017

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
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
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Group pensions
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Dominic McLoughney DIPPFS
Director & Charteted Financial Planner
Accreditations
Chartered Financial Planner
Craig Boyle DIP CeMAP
IFA
Accreditations
Certified Financial Planner
adviser-person
Scott Chisholm DipPFS CeMAP
Independent Financial Adviser
Julie Flynn DipPFS
Independent Financial Advisor
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
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 3.03 mi
The Fylde Coast’s No.1 Retirement Planning specialist, according to Freeindex on-line business directory, helping clients maximise their pension income.
 
Independent Financial Adviser 3.48 mi
 
 
Independent Financial Adviser 3.67 mi
We specialise in Pensions, Investments & Mortgages. Our advisers are based in North Wales, Merseyside and the North West.
 
Independent Financial Adviser 3.99 mi
Sound financial advice is an investment for the future and Questa Chartered helps people maximise the opportunities available.