We are a family run firm who specialise in offering a range of services to private individuals and small to medium sized companies.
Hastings O'Loughlin was founded by Barry O'Loughlin and has been offering independent financial advice to clients for over 30 years.
Hastings O'Loughlin became an incorporated company in 2003 and we 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 Barry's daughter 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, is a Chartered Financial Planner and a member of the Society of Later Life Advisers (SOLLA). She joined as a Director in 2010.
Susan and Francesca deal directly with clients and offer them a high degree of expertise and personal support. Both Francesca and Susan are Fellows of the Personal Finance Society and comply with their strict Code of Ethics and high professional standards.
Francesca is the daughter of the founder of the business, Barry O’Loughlin. After university she worked at large accountancy firm before joining her dad at Hastings O’Loughlin in 2002 and has never looked back.
She became the Managing Director of the business in 2007 and qualified as a Chartered Financial Planner in 2009. She’s now a Fellow of the PFS and specialises in tax planning as well as retirement and investment advice for new and existing clients. She prides herself on the long standing client relationships she has built and the holistic and long term generational financial planning she has provided over the years.
She lives in Bailiff Bridge with her husband and their busy family life with 2 girls at high school and baby twin girls. With so much going on there’s not a lot of spare time but she does enjoy eating out, socialising and spending time with her extended family.Download Profile
Susan joined Hastings O’Loughlin in April 2010 from the financial planning arm of a local accountancy firm. Having been in the industry since 1987 she has seen many changes to financial planning but the most rewarding part of her job remains in dealing with people and finding a solution to their financial concerns.
She specialises in giving advice on pensions which has become very topical with the introduction of the new “Pensions Freedom” legislation in 2015 and is qualified to advise on pension transfers from occupational schemes if appropriate.
A member of the Society of Later Life advisers (SOLLA) and the Society of Trust and Estate Practitioners (STEP) she uses these specialities to provide advice to the elderly and their families around the issues of long term care, trust and inheritance tax planning.
She is a Fellow of the PFS and a Chartered Financial Planner with a range of qualifications which allows her to be a true holistic financial planner.
She lives in Pudsey with her husband and children. She has a son at high school and 2 daughters at university and in her spare time she enjoys taking long walks with their 2 dogs, swimming and dancing.
Maureen is the office manager and the longest serving member of staff having been with us since 1997 shortly after Barry formed the business. She is often the first point of contact for new and existing clients alike. She takes charge of the running of the office, dealing with enquiries, accounts, payroll and liaising with providers on behalf of the clients. She sees her most important role and the one she takes most pride in as making sure the business run smoothly.
She lives locally with her husband. They have 3 grown up children and 2 grandchildren and she spends her spare time with family and friends, watching her sons play rugby and travelling abroad for sunshine holidays.
Emma joined Hastings O’Loughlin in April 2015 as a Paraplanner. Originally from Beverley she has previously worked with a large insurer in Leeds and in London. She decided to return to Yorkshire 4 years ago, working in a firm of advisers and learning the role of Paraplanner. This role involves working closely with Francesca & Susan in preparing the research for the options available to clients and helping to create the formal written reports. She has achieved the Certificate in Financial Planning and is working towards her Diploma in Financial Planning.
She lives locally and enjoys spending her spare time with her partner, friends & family and keeping fit with yoga and going to the gym.
Carolyn is our newest member of staff, having joined Hastings O’Loughlin in February 2016 in a career change from her previous role as an administrator in a GP surgery. She deals with the varied jobs which crop up on a daily basis, general enquiries, existing client valuations and says that she is learning quickly about Financial Planning and our role as advisers.
She lives with her husband in Triangle and enjoys walking and camping -when the weather permits!
We recognise that every client has individual needs and that these needs change over time. It is our job to help you achieve your financial goals and find you the best return on your investments.
Making sense of the financial world can be a daunting task and we understand how important it is to work with a company you can trust. We don't try to sell you anything and all of our advice is explained in plain English.
Our business is based on honesty, reliability and an excellent service. We have many loyal and satisfied clients and pride ourselves on providing them with an ongoing service year after year.
Birds Royd Lane,
Tel: 01484 712 537