Becketts Financial Services

Becketts Financial Services is a financial planning firm that focuses on helping clients protect and grow their wealth. They build relationships and provide advice tailored to individual goals.
  • Wealth management
  • Investment advice
  • Financial planning
  • Bespoke financial plans
Size
Small
Phone
N/A
Website
beckettsfs.co.uk
Email
N/A
Locations
Beckett House, Wyrefields, FY6 8JX
01253881910
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
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Competitors
Appletree Financial Solutions Ltd
Appletree Financial Solutions Ltd is a financial advisory firm that provides expert advice on mortgages, investments, protection, and pensions.
Company Details
Becketts Financial Services is operated by Becketts F S Ltd and is a Active company incorporated on 7 May 2004 with the registered office located in Poulton-le-Fylde, Lancashire. Becketts F S Ltd was registered 21 years ago.
Status
Active
Size
Small
Directors
3
Age
21 years old
Employees
22
Turnover
£1.56M
Total Assets
£1.1M
Cash in Bank
£216.59K
Total Liabilities
-£674.39K
Lorraine Theresa McLoughney
Director • Chartered Accountant • British • Lives in UK • Born in Sep 1953
James Edward Thompson
Director • Financial Adviser • British • Lives in England • Born in Jan 1980
Dominic Patrick McLoughney
Director • Indpendent Financial Adviser • British • Lives in England • Born in Jan 1983
Becketts Financial Group Ltd
PSC
More information on Becketts F S Ltd
Teams
All
16
Management
15
Finance
12
Andrew Walsh
Operations Manager • Joined Jun 2018
Adam Carolan
Head Of Growth • Joined Apr 2022
James Thompson
Director - Chartered Financial Planner • Joined Jan 2020
Dominic McLoughney
Director - Chartered Financial Planner • Joined Sep 2008
Andrew McLoughney
Associate Planner • Joined Jan 2018
Glynn Bartley
Financial Services Consultant
Glynn Bartley
Client Services Consultant • Joined Oct 2019
Danny Vivyan Evinson
Financial Assistant
Jason Street
Chartered Financial Planner • Joined Oct 2024
Keith Pressler
Chartered Financial Planner • Joined Oct 2024
Andrew Walsh
Operations Manager • Joined Jun 2018
Adam Carolan
Head Of Growth • Joined Apr 2022
James Thompson
Director - Chartered Financial Planner • Joined Jan 2020
Dominic McLoughney
Director - Chartered Financial Planner • Joined Sep 2008
Andrew McLoughney
Associate Planner • Joined Jan 2018
Glynn Bartley
Financial Services Consultant
Glynn Bartley
Client Services Consultant • Joined Oct 2019
Jason Street
Chartered Financial Planner • Joined Oct 2024
Keith Pressler
Chartered Financial Planner • Joined Oct 2024
Graham Lawman
Mortgage Advisor
James Thompson
Director - Chartered Financial Planner • Joined Jan 2020
Dominic McLoughney
Independent Financial Advisor • Joined Dec 2006
Glynn Bartley
Financial Services Consultant
Danny Vivyan Evinson
Financial Assistant
Jason Street
Chartered Financial Planner • Joined Oct 2024
Keith Pressler
Chartered Financial Planner • Joined Oct 2024
Graham Lawman
Mortgage Advisor
Stuart Dewin
Paraplanner
Jade Jackson FPFS
Chartered Financial Planner • Joined Jan 2025
Mark Brown
Independent Financial Planner • Joined Dec 2020
View 16 members