Welcome to Me Financial Services, we have over 12 years of expertise

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225
admin@loughtons.co.uk

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

Professional & Friendly Expertise

When you choose a financial planner, you want to ensure that they are professional in their dealings and act with integrity. For an efficient adviser and client relationship to develop, the ‘chemistry’ also needs to be right. Our financial planners have over 25 years of experience each in advising clients, along with the technical knowledge and qualifications to back this up.

Peter Blackburn

Director and Financial Planner

Peter Blackburn

Director and Financial Planner

Peter has a wealth of experience advising both private individuals and trustees. He has been a long-time advocate of comprehensive financial planning and believes that a focus on ‘what you are trying to achieve’ is essential and allows discussion around the key planning priorities for his clients.

He is an experienced Chartered Financial Planner and holds a suite of advanced financial planning qualifications with the ability to apply them to financial planning scenarios.

He is a Fellow of the Personal Finance Society (FPFS), the highest qualification awarded by the Chartered Insurance Institute.

Peter has been an Independent Financial Adviser since 2004 and he has spent his entire working life in the financial services profession.

John Hellier

Director and Financial Planner

John Hellier

Director and Financial Planner

John has worked in the profession for many years, previously working for a major High Street Bank and since 2004 as an Independent Financial Adviser and Financial Planner. His clients are both individuals and Trustees. John is highly qualified, holding exams well in excess of the Diploma from the Personal Finance Society (PFS), specifically the ‘Pensions Specialist Exam’ allowing him to advise clients on complex pension matters. He has also achieved the ‘Certified Financial Planning’ assessment from the Institute of Financial Planning (IFP). John has been a long-time advocate of comprehensive financial planning and he is a member of the Personal Finance Society, the professional financial adviser section of the Chartered Insurance Institute, by Diploma. Away from the office John enjoys a busy life. He has been married for many years and spends much of his spare time with his wife and daughters. He is also a very keen cyclist and completes many cycling ‘sportives’ and charitable events throughout the year.

Richard Loughton

Director and Financial Planner

Richard Loughton

Director and Financial Planner

Richard established Loughtons in 1995, having worked for the previous 5 years for a major Bank and prior to that, an Insurance Company in Central London where he was born and brought up. Richard decided to leave the smoke some 18 years ago and move to Devon. Since starting the business, he has seen it go from strength to strength, now being one of the largest independent financial advisory practices in the region. Richard specialises in advising both personal and business clients on Pensions, Investments and Inheritance Tax Planning. He now considers Chudleigh to be his home where he lives with his wife Sarah, their two children Lucy and William and numerous dogs and horses!

Lucy Loughton

Financial Planner

Lucy Loughton

Financial Planner

Lucy is Richard’s eldest child and she joined ‘Loughtons’ after finishing her A Levels at Stover School and whilst initially only working in an administration role she quickly realised that being an Advisor would be much more interesting. She has now passed 10 Chartered Insurance Institute exams surpassing the six needed to be Diploma qualified and is pushing on towards being ‘Chartered’; the aim, surely to be better qualified than her Father!

Away from work Lucy has enjoyed a successful career in Equestrianism, being both under 18 and under 21 National Champion and representing Team GBR at the Junior European Championship in Germany in 2010. Unfortunately, a career in finance and working with horses are not compatible and so something had to give, so she now spends much of her leisure time on the River Exe, participating in various water sports!

Telephone 01626 833225 to find out more or to arrange an initial complimentary meeting

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