Dominic McLoughney
contact adviser

Becketts FS

4.9 out of 5

(2)


  

Dominic's Average Client

Savings
£100-200k
Been a Client For
3 Years
Age
40
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Client Reviews (12)

First Impressions (2)

Peer Endorsements (1)

  • Advice
    Service
    Value

    5.0

    Dominic McLoughney provided my wife and I with excellent financial advice on investments, which we were happy to take on board. This has proved to be a very sound decision. Dominic has since provided superb financial advice and services and we would look to remain clients of Becketts FS for the foreseeable future.

    Ian, Lancashire, Training Manager

  • Advice
    Service
    Value

    5.0

    I have to say that without question I would trust Dominic with every penny of my finances and investments. He has always steered me in the right direction and the results completely speak for themselves, not only in terms of performance but also with regards to the service and availability to discuss options and plans. He has kept me fully aware of the changes in his industry as well as his personal development and plans, something that adds confidence.

    Matthew, Lancashire, Assiociate - Agency and Development

  • Advice
    Service
    Value

    5.0

    I was recommended to Becketts FS by my solicitor. After an initial meeting I felt far more comfortable talking about my finances. I am not financially savvy and Dominic was very patient with me explaining who and what was involved and importantly who I was paying and what for. This was an area I was quite worried about but that was clearly set out in plain English! Something I greatly appreciated, I like the family nature to the company meeting the family and seeing how they work with each other was lovely to see.


    Lisa, Lancashire

  • Advice
    Service
    Value

    5.0

    I have been very happy with the service provided by Dominic and all of the staff I have dealt with at Becketts. Each staff member seems to have a good level of knowledge and it is great to feel like the people you are dealing with are informed and educated, especially when it is my finances they are dealing with. More than happy to recommend.

    James, London

  • Advice
    Service
    Value

    4.7

    I was very impressed with Dominic right from my first meeting with him. He is extremely knowledgeable and explains things in a way that is easy to understand to someone who is relatively new to investing. It is very important to have confidence in the people you are dealing with and I certainly feel confident in dealing with Dominic. From deciding to use his services, the level of service he has provided has been superb and very professional.

    James, Lancashire

  • Advice
    Service
    Value

    5.0

    Dominic has been thoroughly helpful from the word go, he helped me understand the basics and gave me brilliant advice on where to invest and how best to save my money. I would recommend Becketts to anyone looking for a professional and friendly service.

    Jodie, London, Broker

  • Advice
    Service
    Value

    5.0

    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.

    John, Lancashire

  • Advice
    Service
    Value

    5.0

    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.

    Glenys, Lancashire, hotel owner

  • Advice
    Service
    Value

    4.0

    Dominic responded to my request for advice straight away, and although I had contacted the wrong part of the organisation for my particular need he very quickly directed me to a colleague who could help. He efficiently organised a meeting between me and his colleague and facilitated the meeting itself. The result of the meeting was very satisfactory and I have subsequently registered as a client. The process for resolving my request is still in the early stages of the process, but as far as first impressions are concerned I am very satisfied with the level of service I have received so far. I have a tax bill for multiple thousand pounds which I am confident Dominic's organisation can help me recover. If they are successful in recovering the full amount, and it costs me no more than the amount predicted, I will set my satisfaction score from 4 to 5 out of 5.

    Philip, Lancashire, IT programme manager

  • Advice
    Service
    Value

    5.0

    Dominic was easy to talk to and explained everything at a level I could understand. I am an experienced advisor however his in-depth knowledge really assured me that the plans we were putting into place were suitable. Extremely mature for his young years. I would have no questions in recommending him. Firstly it was the relief and loss of stress that the whole process became. Once I met Dominic these issues were released and I now know my assets are in a far more tax efficient as well as productive place.

    James, Lancashire, General Manager

  • Advice
    Service
    Value

    5.0

    Friendly, straight talking, sound advice. I will be spreading the word. He listened to what I wanted to achieve, explained the options available in order to achieve that and made it easy to understand where my money would be going. Overall, very happy with the service.

    Richard, Lancashire, Solicitor

  • Advice
    Service
    Value

    5.0

    Very honest and always looks for the best return on investment for the amount of money, and risk that I am willing to take. Always happy to help and look into better financial rates for me. In 12 months, I have already seen a considerable gain in my money, even through difficult times.

    David, Lancashire, Sales & Marketing Manager

  • First Impressions from VouchedFor users who contacted Dominic

  • Initial Rating


    Very responsive and great first meeting

    Richard

      

  • Initial Rating


    Rob

      
  • Peer Endorsements for Dominic
  • Julie Flynn

    Julie endorsed Dominic for General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Offshore investing

    Dominic is an inspiring adviser. He has a refreshing take on how to look after clients, with nothing but integrity and honesty. His technical knowledge and ability to use this to this to his client's advantage is second to none.
      
  • Dominic's Clients

    Savings Average = £100-200k

    Under £20k
    £100-200k
    £200-300k
    £300-500k
  • Clients' Financial Expertise

    Very High
    High
    Average
  • Age

    Average = 40

    <30
    30-40
    40-50
    60-70
    70+
  • Occupation

    Professional
    Retired
  • Time as a Client (Yrs)

    Average = 3 Yrs

    2-3
    3-5
    5-10


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