Our People

Senior Management

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 FPFS IMC – Charteted Financial Planner & Director - Dominic, Lorraine's son, joined the company in 2006 becoming a director in 2008. He advises on all areas of financial planning but specialises in investment and tax planning. He is one of less than 2,000 IFA's in the UK to hold both the Chartered Financial Planner and Fellow of the Professional Finance Society accreditations, the highest designation the PFS provide showing dedication and aptitude with regard to the more technical aspects of financial planning. On top of this Dominic has completed further qualifications including the Investment Management Certificate, a specialised qualification focussing on investment management a key part of Dominic's role at Becketts FS. Dominic initially designed and has managed the Becketts investment solution since its inception in 2007 with great success, including being shortlisted as one of only 6 firms in the UK for the Money Marketing Awards 2013, Professional Adviser Awards 2016 and being listed as a CityWire Top 100 firm in 2013 & 2015.

Advisers

Scott Chisholm DipPFSIndependent 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.

 

Craig Boyle DipPFS - Independent Financial Adviser - Craig has worked in financial services since the age of 17, beginning working for Prudential followed by Legal & General and United Friendly, before becoming an Independent Financial Adviser for Adcas Financial Management.

During his time with Adcas Craig developed his knowledge and experience in all areas of financial planning including pensions, investments, protection cover and mortgages. He can be classed as a true all-rounder with a solid understanding of all areas of financial advice.

Joining Becketts FS in February 2016, with a wealth of knowledge developed during his 30 years in financial services, Craig prides himself on his ethical approach to ensuring each and every one of his clients receives the best advice and service possible.

Benjamin Evinson DipPFS - Having joined in October 2016 with a background in accountancy, Ben completed the Diploma in Regulated Financial Planning in less than a year and is now studying towards his Advanced Diploma in Financial Planning, with the aim of gaining Chartered, and eventually Fellowship status over the next few years. Since his arrival Ben has split his time between shadowing Dominic and working alongside the other advisers at Becketts in a varied role. This combined with studying towards his exams has enabled Ben to focus on increasing his knowledge across all the different areas of financial services. Ben is currently working towards attaining Competent Adviser Status (CAS), which once obtained will lead to him transitioning towards a full-time time advisory role.

Consultants

Patrick McLoughney – Legal Practitioner, Trust, Wills & Probate - Patrick, Lorraine's husband is the firm's most senior consultant. Working as a solicitor for over 35 years Patrick has built up an extensive knowledge of Wills, Probate and Trusts as well as conveyancing and general areas of law. Combining this with Beckett Rawcliffe Chartered Accountants and Becketts FS' specialties a well-rounded service and skill set can be provided from the one office.

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. As a consultant to the business and not an active adviser Terry is not authorised to provide financial advice.

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. As a consultant to the business and not an active adviser Ken is not authorised to provide financial advice.

Administration Staff

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), Kim also recently passed the RO4 qualification designed to asses adviser level pension knowledge, further enhancing her already excellent knowledge in the pensions arena.

Mark Brown BA (Hons) - Mark joined Becketts in July 2017 and is new to the financial services industry after studying Business Studies at university. He is currently studying towards his Diploma in Regulated Financial Planning and is midway through with the aim to be qualified in 2019. Mark has a passion to continually learn, develop and deliver great customer experiences with everyone he meets. Mark works closely with all of the Becketts advisers providing support with numerous responsibilities and particularly enjoys undertaking the research involved in the analysis of the Becketts Portfolios. 

Andrew Walsh BA (Hons) - Andrew joined Becketts in June 2018 and is also a newcomer to the financial services sector, having previously worked at market research firm GfK for seven years as an Account Manager and as a Programmes Manager for two years with an international children’s foundation. Andrew is working towards his diploma in financial planning while applying his analytical experience to new markets and sharing his enthusiasm for ethically-led practices and excellent client service with the team. Andrew's Charitable interests have greatly assisted Becketts in the development of their new Impact Focused Investment Portfolios. 

 

Becketts FS provides financial planning and investment management services to private individuals, families and trustees. Our aim is to help our clients make the right decisions about
their financial future.

It is very important to have confidence in the people you are dealing with and I certainly feel confident in dealing with Becketts FS.
Mr James Stephens, Lancashire
I would like to recommend Becketts FS to anyone who needs assistance with their finances.
Mr James Grant
General Manager AQAudio
The way Becketts dealt with everything made me feel 100% comfortable with my move abroad.
Mr David Atkinson
HardRock Cafe, Barcelona
I was recommended to Becketts FS and from the first day I was impressed with the company!
Mr Richard Hawkridge
Solicitor
I now feel totally confident that we are in a safe pair of hands, with someone and a company that understand our needs.
Mrs Florence and Mr Peter Gratrix
We were recommened to Becketts FS as an IFA and have been delighted at the level of service and advice provided.
Peter and Florence Gratrix
I will have no hesitation in referring people either on a business footing or that I know personally to you.
Mr Michael Woosnam, Solicitor

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