Dominic McLoughney

Becketts is a family run business based on the Fylde Coast, Lancashire. We’ll help you protect and grow your wealth so you can make the most of life. - Advice Firm of the Year 2023 (Professional Adviser) - Advice Firm of the Year 2022 (Money Marketing) - Advice Firm of the Year - North West 2021 | 2023 | 2024 (Professional Adviser) - New Model Adviser Top100 - 2020 | 2021 | 2022 | 2023 | 2024 At Becketts, we deliver one thing. Simplicity. We thrive on making complex situations simple so you can be future confident. We make things simple because we all want simple things. We want security for our money and our families. We want to know that our wealth is being invested wisely, and by people we trust. Becketts has been operating for over the past 20 years offering high quality, honest, ethical advice to individuals, families and companies. As a family-run firm, we pride ourselves on delivering value to our clients. We specialise in retirement planning and working with business owners. Feel free to contact us for a free initial consultation. We also feel it is vitally important that we are clear about our charges from the outset, as such we have set out below the ways in which we charge so you can be fully informed prior to making contact; - Our first meeting will be at no cost, this is a chance for us to get to know each other. - We will identify ways that we can assist you, and you can judge if you would like to work with us. If you would like to work together we will be able to give you an overview of how we charge for our services. These fall broadly into three areas all of which are independent of one another and so the choice of which suits your needs best can be decided upon by you: 1) The Plan – this contains advice on the options available to you to achieve the goals we identify through our meetings. This is charged at a flat fee agreed in advance. 2) Making it happen – you are of course free to walk away with the report and implement the advice yourself, or you can ask us to do it for you. This is generally charged on a percentage of any funds advised upon. 3) Reviewing the Plan & Investment Management – things change, so if you want, we can monitor your plan and report into you on a regular basis to ensure that everything stays on track as well as managing your investments ensuring your assets are both protected and working as hard as they can be for you. This is also is charged on a percentage basis. If you prefer, we can agree an hourly rate, or even a combination of all the above. The most important thing for us is to deliver value for money.