Lorraine McLoughney FCA - Chartered Accountant & Director - Lorraine is one of the firm’s directors and established the firm back in 1999 after running the accountancy division Becketts CA since 1992. Having qualified as a Chartered Accountant in 1980 and becoming a Fellow of the Institute of Chartered Accountants in England and Wales in 1984, she has vast practical experience in a number of areas with an excellent focus on tax planning opportunities.
Dominic McLoughney DipPFS – Independent Financial Adviser & Director - Dominic, Lorraine’s son, joined the company in 2006 after a restructuring of management, becoming a director in 2008. He advises on all areas of financial planning but specialises in investments and tax planning. He is continuing his study and aims to be a Chartered Financial Planner in 2014, completing the IMC in 2013. Dominic initially designed and has managed the Becketts Investment Solution since their inception in 2007 with great success; most recently being shortlisted as one of only 6 firms in the UK for the Money Marketing Awards 2013.
Scott Chisholm DipPFS – Independent Financial Adviser -Scott has worked in financial services since 1983 joining Becketts FS in February 2009, instantly becoming an integral part of our team. He gained vast experience working for Prudential developing supervisory skills and qualifying in this area before becoming an IFA in 2001. Through these years of experience Scott has developed his knowledge in all areas of financial planning. Having completed his Diploma in financial planning in 2011 he has continued his professional development by taking further exams specialising in pension work.
Julie Flynn DipPFS – Independent Financial Adviser - Julie joined Becketts in January 2013. She has been working in financial services since 1998. In addition to being a financial planner, she has also spent 10 years specialising in tax and investments, working with Legal & General and Ignis Asset Management. Julie can assist with general financial planning, but she also specialises in later life planning including care fees advice. Julie is an Associate of the Society of Later Life Advisers and holds qualifications in tax and trust planning.
Brain Wailes - Protection Specialist & Consultant Manager - Brian has worked in financial services since 1979 starting as a protection adviser for a national broker based in Norfolk. He moved into management with companies such as Norwich Union, Sun Alliance, Legal and General and Sun Life reaching the senior level of Regional manager. In 2000 Brian became an IFA and further developed his skills ensuring best advice for his clients, attaining, over the years, in-depth knowledge and skills in all areas of financial services. He joined Becketts in February 2013 to act as a Consultant Manager. He is also bringing to Becketts a specialist service in the protection product range, offering a unique service based on many years of experience. He feels that clients require expertise when receiving any advice and that protection is no exception, with it being a vital area of financial planning.
Terry Barlow - Terry was one of the first advisors to join Becketts FS back in 2001. At that time he had already been guiding clients through the maze of financial planning for 13 years. Now over a decade later he has significant expertise in all aspects of financial planning. His vast experience really does span the entire financial services industry. Terry continues to take an active role in the company and interest in his clients now as a consultant to the business.
Ken McGill - Ken was our other longest serving advisor, joining the company with Terry in 2001. Previously Ken worked with Prudential building up his knowledge and expertise over several years before becoming an IFA . His work has been mainly around the Fylde area over the past 20 years during which time he has increased his knowledge across the full range of financial services. Like Terry he continues to take an active role within the company now as a consultant to the business.
Beverley Reardon - one of the company’s longest serving members of staff. In 2000 Beverley joined Becketts working as an administrator, working closely with our team of consultants, delivering high quality and timely administrative support and then becoming responsible for applying back office systems and IT Support. In 2007 Beverley became our office manager, and is now responsible for overseeing our administrative support and keeping us up to date with our compliance requirements.
Richard Duncan - Joined Becketts in September 2008. Richard, the youngest member of our team, is currently sitting his Diploma in Financial Planning already passing the investment element of the qualification. Richard works closely with all of the Becketts Advisers on a daily basis and is heavily involved with the administration of all Becketts Modern Portfolio clients.
Kim Boyle - Kim is a highly experienced financial administrator with over twenty years in the finance industry. Her background working for seventeen years at Guardian Financial Services (Aegon Scottish Equitable) in pensions, has provided an extensive knowledge with all types of pensions, including personal and corporate. Her financial qualifications include FPC 1 & 2 (Financial Planning certificates) and she is currently studying towards R04 to further extend her expertise in the pensions area.