Hastings O'Loughlin was founded by Barry O'Loughlin and has been offering independent financial advice to clients for over 30 years. We incorporated in 2003 and achieved Chartered Financial Planning status in December 2009.
Managing Director Francesca De Luca is a law graduate and holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. Francesca is the daughter of the company’s founder Barry O’Loughlin and her extensive qualifications and expertise are matched by her desire to enhance Hastings O'Loughlin's longstanding reputation.
Director Susan West BSc Hons has nearly 30 years' experience in the financial services industry and 20 as an IFA. She holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. She joined as a Director in 2010.
We are here to help you to make the most of your money. We understand how your financial decisions will shape the future for your family or your business.
We can advise you on personal financial decisions including: tax efficient investing, retirement planning, trusts and inheritance tax, long term care fees planning and life assurance and income protection. We can advise your business on: financial planning, partnership and director share schemes, employee benefits and key person insurance.
Hastings O'Loughlin provides friendly, honest and clear advice and we will tailor our services to your individual needs. We value long-term relationships and many of our clients have been with us for over 30 years.
Hastings O'Loughlin has Chartered Financial Planning status, which puts us in an elite group of top UK financial service providers. It also reflects our commitment to technical excellence and to maintaining the highest professional and ethical standards.
Based in Halifax, West Yorkshire since 1994, Hastings O'Loughlin has an expanding local and nationwide client base.
Call 01484 712537 or contact us to see how we can help you.
"Many thanks for the superbly comprehensive and clear report"
G Herbert - attorney for Dad who is in residential Care
"I have known Sue for a number of years and worked with her both at my previous firm and at my current firm. I have always found that she works to the highest standards and indeed she acts for my own grandmother as a result of my referral."
S Appleton - solicitor
"I'm very pleased with the income you arranged for me, it has made a big difference. A couple of my friends recently asked whether I had taken financial advice after my Mum passed away and I had no hesitation in giving them your details"
P Leng – client
"You made my pension pot problems very clear!"
Pat Betts – client
"We have found Francesca extremely friendly, helpful and always professional. She has gone out of her way to understand our particular situation, always offered us choices, never put pressure on us to take a particular product and has responded efficiently whenever we have needed to access funds or make changes to our portfolio. We would recommend her unreservedly."
Mr M Pattison & Mrs J Whelan - clients
"I have used Hastings O'Loughlin for financial advice for nearly 20 years. The level of personal service, organisation and wise guidance received has been of the highest order. I would and do recommend them."
Mr M Ormrod – client
"Received nothing but sound friendly advice over the last 25 years. Always very clear explanations. A very reliable, business like firm whom I would recommend to anyone."
Mr & Mrs Watkins – clients
"The savings and pension planning we have received during twenty years with Hastings-O'Loughlin have given us security, peace of mind, and consistent growth in our investments."
Mr & Mrs Rutherford - clients
"Hastings O'Loughlin have given us help and advice on financial matters for over 20 years. Their expertise and discretion is invaluable. We have every confidence in them and greatly appreciate their friendly and approachable manner."
Mr D Knight
"I was recommended by a friend to Hastings O'Loughlin in 2004 and since that time they have managed my financial affairs in both a friendly and constructive way, always bearing in mind my objectives.""
Mrs J Youatt – client
Birds Royd Lane,
Tel: 01484 712 537